Estate Planning Questionnaire

You are here:

Forms
Estate Planning Questionnaire

Contact Us
Estate Planning Questionnaire
Your Business
Your Financing

Estate Planning Questionnaire

You work hard over your lifetime and you want to make sure your possessions and finances are looked after. Please take a few minutes to fill out the questionnaire below and help determine your needs for planning after you're gone.

1 Questionnaire

2 Results/Contact request

* indicates required information

* Do you currently have a will: Yes No

* Your age group:

* Select the marital status that most clearly reflects your current situation: never married 1st marriage 2nd (or subsequent) marriage separated divorced common-law relationship widowed

* Select the occupational category that best describes your current situation: employee homemaker self-employed retired owner-operator of an unincorporated business owner/primary shareholder of limited company

* Select the response that best describes how the majority of your assets are registered: joint with my spouse/partner (legal, common-law, etc.) solely in my name joint with another individual (not a spouse or partner) many different ways

* Describe your children: none are all adults I have no children, but there are children residing in my home some/all under the age of majority

* Describe the people who are financially dependent on you: no one spouse/partner children under the age of majority spouse/partner and children adult children other

* In the event of your death, what is the likelihood that there would be conflict among your beneficiaries and/or your other family members: not at all likely somewhat likely very likely almost inevitable

Contact Us

Visit a Branch

Call 1-800-563-3300