Estate Planning Information Questionnaire (Canada)

Use this detailed 22-page Estate Planning Information Questionnaire to gather all the information your lawyer and financial advisors will need to help you draft a will, personal directive, power of attorney, and estate plan. Sections covered include:

• family information, marital status, children, etc;
• financial information;
• personal life insurance;
• business information;
• liabilities;
• business interests (farming);
• personal assets;
• a list of documents your advisors will need to review.

The form is designed for use in Canada, with reference to Canadian taxes and registered savings plans, but is comprehensive enough to use in other regions.