| 1. |
What is the estimated value of your estate? |
| |
Under $100,000
$100,000 to $350,000
Over $350,000 |
2.
|
Do you currently own assets that require professional investment advice? |
| |
under $100,000
$100,000 to $350,000
over $350,000 |
| 3. |
Do you currently own real estate? |
| |
Yes
No |
| 4. |
Are any of your assets located out of the country or province? |
| |
Yes - country
Yes - province
No |
| 5. |
Do any of your intended beneficiaries live outside of the country or province? |
| |
Yes - country
Yes - province
No |
| 6. |
Do you have a trusted family member or friend in your city/town? |
| |
Yes
No |
| 7. |
Do you own an active business or limited company? |
| |
Yes
No |
8.
|
Will your intended executor have the time and expertise to complete the income tax returns
for the estate, value assets, and prepare an accounting statement for the beneficiaries or the courts? |
| |
Yes
No |
9.
|
Do you think it will be necessary to hire professionals to help with some or all of the administration
of your estate (e.g., appraisers, accountants, lawyers)? |
| |
Yes
No |
| 10. |
Does your will set up a trust for an intended beneficiary? |
| |
Yes
No |
| 11. |
Are minor children among your intended beneficiaries? |
| |
Yes
No |
12.
|
Is there a potential for disputes among family members or other beneficiaries over your estate? |
| |
Yes
No |