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Estate Planning Checklist

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   * These fields are optional, unless follow-up is requested. 
 
Would you like an Investaflex Representative to follow-up and discuss your answers with you?

Yes
No
1.  My Will has been reviewed or updated in the last two years.
Yes
No
Unsure
2.  My Executor/s know my financial affairs and where my documents are.
Yes
No
Unsure
Yes
No
Unsure
3.  I know the negative tax treatment of my RRSP / RRIF at death.
Yes
No
Unsure
4.  I have designated survivor annuitant or direct beneficiaries to my RRSP / RRIF.
Yes
No
Unsure
5.  I know that capital gains on assets / property  held by me are taxable at my death.
Yes
No
Unsure
6.  I have reviewed / updated my Insurance Policies in the last two years.
Yes
No
Unsure
7.  I have discussed the Wills Variation Legislation  with an estate practitioner.
Yes
No
Unsure
8.  I understand the tax benefits to my heirs of Testamentary Trusts.
Yes
No
Unsure
9.  I am aware of the cost of Probate Fees in my Estate.
Yes
No
Unsure
10.  I understand the tax benefits of Insurance Testamentary Trusts.

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Tel: 604.331.2520  |   Toll Free: 1.888.496.3539   |   info@investaflex.com

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