Estate Planning Questionnaire | Canada

Put together all the information you need to create your estate plan with this comprehensive Estate Planning Information Questionnaire for Canadian residents.

• The questionnaire will help you gather the data and provide the answers your lawyer and financial advisor will need to help you prepare your estate plan documents.
• Once you've answered all the questions, you'll be able to do a will, personal directive, and power of attorney.
• This document makes references to Canadian taxes and registered savings plans, but could be used in other countries with relatively minor changes.
• Available in MS Word format.