ESTATE PLANNING CHECKLIST

1. Do you have a will? Yes___ No___ Date of will______

2. Does your spouse have a will? Yes___ No___ Date of will:______

3. Have guardians been named for your children? Yes ___No ___ N/A___

If yes, who? Name_____________ Address________________________

4. List any specific assets that are to be retained intact.

5. Are you leaving any portions of your estate to a charity? If yes, explain.

6. Are your children to be treated on an equal basis? If not, explain.

7. Are you considering any form of gift program in favour of your family or other persons?

If yes, explain.

8. What annual income is required for your family to maintain an acceptable standard of living?

9. Have you planned for university and/or post-secondary education for your children?

10. Do you need to provide support for a parent, disabled child, or any other person in the future?

11. Have you made specific provisions for specific debts at the time of your death?

List:

12. List any estate planning objectives.