Estate Planning Checklist
29 key questions every wealthy Canadian family should be asking.
Is Your Estate Plan Complete?
Most families we meet have gaps they didn't know existed — tax inefficiencies, outdated beneficiary designations, or insurance strategies that no longer match their circumstances.
Our free checklist covers the 29 most important questions across six critical areas:
- Understanding Your Current Position
- Tax Efficiency & Wealth Protection
- Insurance Strategy Review
- Business Succession & Corporate Planning
- Legacy & Philanthropic Planning
- Your Advisory Team Coordination
If you check fewer than 20 boxes, there may be gaps worth exploring with an independent advisor.
Download Your Free Checklist
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Prefer to Talk Through It?
Our team can walk you through the checklist and help identify your specific opportunities in a confidential consultation.