Other dependants. (Do you have any legal obligation to support another person in addition to your spouse and children, or have you been providing actual support to anyone other than your spouse and children?)
Do you have your own financial planner. investment adviser, account¬ant or life insurance agent?
Disposition of household goods. personal effects, jewellery,
automobiles. etc.
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Will you make a non-binding memorandum or list to help your
executor make a fair division?
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YesNo
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Disposition of residence and/or cottage
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Cash legacies (charitable. personal or sentimental)
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Disposition of RRSPs. RRIFs. annuities. pensions
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Disposition of residue (including trusts for spouse and/or children
and other issue, payments of income from trust. payment of capital
from trust, time of distribution of trust. provision should any
beneficiaries predecease, etc.)
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Executor(s) and trustee(s): please include full names and addresses
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Are death taxes to he paid from capital without recourse to
beneficiaries? Are there special provisions for beneficiaries in other
jurisdictions?
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YesNo
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If a specific gift to a named beneficiary is an asset on which the
estate will have to pay income tax, should the estate pay that tax or
should the tax be borne by the named beneficiary?
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Estate should payBeneficiary pay
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Are executors to have broad powers for retention, sale
and investment of assets and, if a trust company, investment in own
securities, etc.
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YesNo
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Special clauses to be included: (to be reviewed with lawyer) Appointment of guardians and custodians for children