| Estate Planning Information Checklist ($7.50) | |
Use this Estate Planning Checklist to gather the information your tax, financial and legal advisors will need to help you establish an appropriate asset protection strategy and complete an estate plan in Canada. Information includes:
- personal net worth;
- security and collateral;
- insurance policies;
- pension plans, RRSPs, RRIFs;
- business interests.
Gathering and organizing this information before meeting with your advisors will save time and provide you with peace of mind that all of your assets - and loved ones - are protected.
This is a Canadian estate planning document in MS Word format.
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