• Is your current Will out of date?
• Have you moved to a new province?
• Has your net worth or employment status changed?
• Have you recently married or had children?
• Do you want to add or remove any beneficiaries?
• Have you chosen a lawyer?
• Have you used a tax advisor to minimize tax?
• List your bank accounts, life insurance policies, securities, investments, RRSPs and RRIFs; safety deposit box or storage facility; principal residence, rental properties and cottage value; vehicles, boats, jewellery, etc.
• Are you expecting any inheritances?
• Do you have a list of all your debts?
• Have you chosen your estate trustee?
• Does your estate trustee know where your Will is kept?
• Will your estate trustee have the authority to invest your assets until the final disbursement is done? Do you want restrictions placed?
• Have you named a guardian of your minor children?
• Have you told your guardian the importance of making sure your children are raised in the Catholic faith and receive all their sacraments?
• If you are married, have you left your RRSPs or RRIFs to your spouse or child?
• Are the beneficiaries of the assets in your Will consistent with the beneficiary listing in the attached plans?
• Are there personal items that you would like a certain family member or friend to have?
• Do you need a testamentary trust for your spouse or child?
• Does a beneficiary require special care?
• Have you included your parish or favourite archdiocesan charity in your Will?
• How can you reduce probate?
• How can you reduce your estate’s income tax?
• If you have a business, do you need a succession plan?
• If you want to be an organ donor, have you signed a donor card and told your family?
• Do you need a power of attorney for management of property?
• Do you need a power of attorney for personal care (or living Will)?
• Have you shared your wishes with your family?