Estate Planning Appointment Information

In order to properly assist you with your estate planning, it is important you come to your appointment with complete information on issues that may impact the administration of your estate. Relevant information would include the following:

  • Information on your bank accounts, including:
    • The name and address of the financial institution,
    • The names of all the registered owners of the accounts,
    • The current account balances;
  • Information on your investments, including:
    • The name and address of the investment office,
    • The names of all the registered owners of each accounts,
    • The current account balances
    • The nature of each account, ie. RSP, mutual funds, stocks, guaranteed income certificates;
  • A confirmation from the financial institution of the designated beneficiary on any TFSA, RSP or RIF;
  • A confirmation from the insurance company of the designated beneficiary on any life insurance policies that you hold;
  • A copy of any RESP contract that has been established by you;
  • A copy of a current state of title document for any real estate that you own;
  • Information on any other assets or debts;
  • Copies of any divorce orders, or any separation agreements or cohabitation agreements;
  • The full legal names and addresses of anyone you intend to name in your Will;
  • Information on any other matters you wish to address in your Will;
  • Copies of any previous Wills you may have done.