Estate Planning Questionnaire

Having a will protects your family, ensures that your wishes are followed and preserves your legacy. Even if you don’t believe that your assets are of substantial value, preparing a will means you can arrange your affairs in advance, in order to suit your wishes and the needs of your family. Our lawyers are here to help guide you through the process of creating a will so you know what to expect and your best interests are protected.

Our Estate Planning Questionnaire helps collect important information regarding your estate including your assets, liabilities, dependants and any other specific instructions, to allow our lawyers to best assist you in preparing your will. If you have any questions about the checklist, please contact our Wills and Estates Lawyers at 613-563-7544.

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Estate Planning Questionnaire

Download a free PDF copy of our Estate Planning Questionnaire.

Arrange a consultation to discuss your specific needs.

Let our team help you learn about how your choices will impact the future so together we can create a plan that works for you and your family. Schedule a consultation with our lawyers by calling 613-563-7544.

Wills and Estates Blog

Want to learn more? Before you make a big decision, you want to equip yourself with trusted, educated, and relevant information. Our Wills and Estates Team has many helpful articles on our Blog page for will-makers, trustees and dependents. Visit our Wills and Estates Blog.

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