Estate Planning Checklist

This checklist will help you assess the status of your estate plan.
Single or with a partner?
Name
Name
1.
I have a signed will prepared by a professional.
2.
I have a signed power of attorney for my financial affairs.
3.
I have a signed power of attorney for my personal care.
4.
I have recently reviewed my will and powers of attorney.
5.
My family knows where to find my will and powers of attorney.
6.
My family knows where to find my financial records such as bank and investment accounts, tax returns and insurance policies.
7.
My family knows where to find my digital records such as online banking, social media, subscriptions, user IDs and passwords.
8.
I have planned my funeral and provided the details to my family.
9.
I have a current net worth statement listing my assets and liabilities.
10.
I have enough cash or life insurance to pay for funeral expenses, income taxes, legal, executor and probate fees.
11.
I have enough cash or life insurance to replace my income and maintain my family's current lifestyle.
12.
I have taken steps to protect assets brought into my current spousal relationship.
13.
I have named beneficiaries for my RRSPs, RRIFs, LIFs, TFSAs, annuities, life insurance policies, pension plans and DPSPs.
14.
I have considered making a planned gift to charity.
15.
I have a document outlining my wishes for organ donation.
16.
I have a succession plan in place for my business.
17.
I have a buy/sell agreement with my business partner(s).




 

Disclaimer
This calculator is for educational purposes only. All charts and illustrations are for illustrative purposes only and are not intended to illustrate the performance of any security or portfolio. You should not rely on the results as an indication of your financial needs and we recommend that you seek your own financial, investment, tax, legal or accounting advice nor shall the information herein be considered as investment advice or as a recommendation to enter into any transaction. Professional advice should be obtained prior to acting on the basis of this information. The deduction of advisory fees, brokerage or other commissions and any other expenses that would have been paid may not be reflected in the calculation results. ©Copyright 2019 Ativa Interactive Corp. All rights reserved. Powered by Ativa.com.