Estate Planning Questionnaire

Section 1: Your Personal Information

Marriage Information


Section 2: Financial Information

Real Estate

Financial Information

Section 3: Instructions for Will


If your spouse is the sole beneficiary of your estate, it may be preferable to name him/her as the primary executor. One primary and one alternate executor will likely be sufficient, depending on your circumstances. For tax reasons it is not advisable to choose an executor who resides outside of Canada. At least one executor should be a resident of Alberta, particularly where beneficiaries are under age 18.


(If you appoint a couple to act as guardians, you may wish to consider what is to happen in the event that they divorce, separate or one of them dies or is unable to act.)

Remainder/All of Estate

Funeral Arrangements:

Enduring Power of Attorney & Personal Directive: