SELF ASSESSMENT – ESTATE PLANNING QUESTIONNAIRE
1. Have you prepared and signed a will?
2. Have you prepared and signed a power of attorney or mandate for your financial affairs?
3. Are your will and power of attorney for financial matters up to date?
4. If you are married or cohabitating, have you taken steps to protect any assets you brought into the relationship?
5. Have you named beneficiaries and alternate beneficiaries for your RRSPs, annuities, life insurance policies, RRIFs, pension plans, where appropriate?
6. Are your beneficiary designations up to date?
7. Have you named a backup executor in your will and back-up power of attorney?
8. Have you provided for all your dependants?
9. Do you have enough life insurance in place?
10. Have you ensured that your spouse will not have to make a claim against your estate?
11. Have you estimated the income tax due on death?
12. Have you left assets to your spouse which can be rolled over tax-free?
13. Have you reviewed how to best register the ownership of your assets?
14. Have you estimated the cost to have your will probated?
15. Do you have enough money to pay the cost of dying—including income taxes and executor and probate fees—without forcing the sale of family assets?
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16. If you have specific wishes regarding your funeral, have you left instructions with your executor?
17. Have you prepared a living will or medical directive?
18. Have you prepared a power of attorney for personal care, a health care proxy, or a mandate?
19. Have you documented your wishes regarding organ donations?
20. Have you considered making a planned gift to charity?
21. If you have a business or corporation do you have a secondary will to avoid costly probate fees? Do you have a succession plan to ensure its future?
22. Do your spouse, children, and executor know the names and addresses of your professional advisors?
23. Do your spouse, children, and executor know where to find your financial records, income tax returns, bank accounts, safety deposit box, and insurance policies?
24. Have you prepared a detailed personal inventory record?
25. Have you prepared all the necessary documents (including will, living will, powers of attorney) for your estate plan?
26. Have you pre-planned and prepaid your funeral?
27. Do you have all the information required to complete your estate plan?
28. Is your estate plan integrated with your retirement and tax plan?
29. Have you reviewed your estate plan with a professional competent in estate planning?
30. Is your estate plan up to date?
