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Guidepost

Home File, a document organizer made for Canadian paperwork

The Home File is paused for now. You can still use the free checklists on this page.

Shipping and returns

Twelve numbered categories in the order someone would need them, four open tabs, and a checklist for every category printed for your province and dated. Keep it in a binder or drop it straight into a filing cabinet.

Illustration of the Home File binder edition with its sixteen tabs
Illustration. Binder edition: a standard 1.5 inch letter binder with 16 cut tabs.

What is inside

  1. 1. Identity: Birth certificate, passport, SIN letter, citizenship or PR card, marriage or divorce papers
  2. 2. Vehicle: Registration, insurance, bill of sale, loan, recall and service records
  3. 3. Home and property: Deed or title, mortgage, lease, property tax, home insurance, utilities
  4. 4. Money and tax: Notices of assessment, T4s and slips, bank and investment account list, CRA letters
  5. 5. Insurance: Life, disability, tenant, travel, extended health policies and numbers
  6. 6. Health cards and providers: Provincial health card, doctor, dentist, pharmacy, prescriptions list, immunization record
  7. 7. Estate and wishes: Will or where it is, power of attorney, health care directive, executor, prearrangements
  8. 8. Subscriptions and accounts: Phone, internet, streaming, memberships, loyalty programs, logins list (not passwords)
  9. 9. Employment and pension: Offer letter, benefits booklet, pension statements, CPP and OAS letters, record of employment
  10. 10. Kids and pets: School records, custody papers, immunizations, vet records, licences
  11. 11. New to Canada: Immigration documents, SIN, health card application, credit history letter, settlement contacts
  12. 12. Legal and disputes: Court papers, demand letters, contracts, complaints, receipts for anything in dispute
  13. 13 to 16, open: yours to name, with a sheet of blank labels.

One sample checklist

Tab 7, Estate and wishes, Manitoba

  • Will, original or a note of where it is
  • Power of attorney
  • Your health care directive
  • Executor name and contact
  • Funeral or prearrangement papers
  • Life insurance policy numbers
  • List of accounts to close
  • Letter of wishes

Every checklist carries the province and the month it was checked.

Home File checklist for tab 7, Estate and wishes, Manitoba edition

Questions

Is this legal advice?

No. Each sheet says what to keep and where the official source is. It does not interpret any document.

Which provinces?

All provinces and territories except Quebec for now.

What happens when a rule changes?

The checked date is printed on every sheet. Updated sheets for your province are posted on this page, and a yearly refill is planned.

How long does shipping take?

Each order is printed and assembled for your province, then shipped by Canada Post with tracking. Allow 5 to 7 business days plus transit.

Can I return it?

Yes, within 30 days if the set is unused. Shipping is not refunded. Details on the shipping and returns page.

Sold by 18191956 CANADA LTD., Winkler, Manitoba.