Estate Planning Questionnaire

An estate plan looks to set out who will receive your property upon your death. Estate planning decisions may be difficult, but it is imperative to ensure you have a plan in place to protect your estate and loved ones.

Many Canadians do not have a legally valid will or an estate plan which can result in a loss of control over how your property will be distributed. Furthermore, lack of estate planning can result in increased taxes diminishing the value of an estate. Proper planning will ensure your assets are distributed in accordance with your wishes whilst preserving value to your beneficiaries.

To help assess your individual estate planning needs, we have enclosed an Estate Planning Questionnaire. Whether you are updating an existing plan or starting your first plan, the enclosed questionnaire will help identify areas of your plans to address. After completing the questionnaire, we strongly recommend meeting with one of our professionals to ensure your estate plan needs are in order.

View Questionnaire