Estate Survey - Plan My Estate | Canadian Estate Planning Guide

Step 1 of 5

The following CEC survey will help determine how we can best service you in your own Will and Estate Documents preparation. If further descriptions are required, please add them to the “Additional Notes” section at the bottom of each survey. Please respond to all those questions which apply:
Which province/territory are you located in?*
Which Estate Coordinator Are You Working With?*
Full name of the person needing the Will (the Testator):*
First Last
Phone*
Email*
Enter Email Confirm Email
Address*
Street Address Address Line 2 City Province Postal Code
Marital Status*
Date of Birth*
MM slash DD slash YYYY
Gender
Children and/or Grandchildren (name, gender, DoB if known):
Pre-deceased immediate family members ie) Spouse, Children (name, relationship):
Guardians for Dependents (Dependent's name, guardian’s name, alternate if first choice cannot serve):
Is the person requiring a will a different person than you?*
Your Name*
First Last

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Estate Coordination Survey

Step 1 of 5

Insurance & Health Coverage:

Instructions for the Distribution of the Estate

Proprietor Business Owners, Privately Controlled Canadian Corporate Owners

Family Trust Information

Estate Coordination Survey

Step 1 of 5

Insurance & Health Coverage:

Instructions for the Distribution of the Estate

Proprietor Business Owners, Privately Controlled Canadian Corporate Owners

Family Trust Information

Disclaimer