Use this detailed 14-page questionnaire to assist you and your legal and financial advisors in selecting your executors, trustees, guardian for minor children, attorney (under an Enduring Power of Attorney) and other personal representatives who will be involved in the administration of your estate, or in acting on your behalf in the event that you become unable to do so for yourself. Sections covered include:

• personal objectives,
  
• personal advisors,
  
• instructions for will,
  
• enduring power of attorney,
  
• instructions for personal directive,
  
• documents your advisors will need to review.

This is a Canadian form, but can be adapted for use elsewhere.