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.
The Canada Estate Planning Information Questionnaire
makes references to Canadian taxes and registered savings plans, but is comprehensive enough to use in other countries with relatively minor changes.