Canada Estate Planning Information Questionnaire

Pull together all the information you need to do an estate plan with this 22-page Estate Planning Information Questionnaire for Canada.

The questionnaire will help you gather the data and provide the answers your lawyer and financial advisors will need to help you draft a will, personal directive, power of attorney, and estate plan.

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