Estate Planning Checklist

This estate planning checklist will help assess and identify areas of estate planning need to ensure your dependants will be provided for according to your wishes. Estate planning tools help to determine areas where you may need further protection for you and your family.

Estate Planning

This estate planning checklist will help you assess the status of your estate plan.

Estate planning is the process of structuring your personal and financial affairs so that upon death, your assets are distributed according to your wishes. Use this checklist to identify any areas of estate planning needs.

Discover other estate planning tools including:

Charitable Donation
Donating Shares to a Charity
Donate Some Shares, Sell Some
Gifts in Kind, Shares & Other Capital Property

Estate Planning Checklist

Companion Infographic

This Estate Planning infographic series work together with the checklist to reinforce the importance of estate planning, how estate planning works, and to illustrate the components involved. These tools serve to help to start hard conversations.

Estate Planning Infographics


These consumer-facing financial calculators can be embedded in your web site quickly and easily.

Calculators are easy-to-use and fully responsive on any device – phone, tablet, laptop or desktop.

Full Branding
Calculators can be fully branded according to your branding style guide. You’ll be up and running with a quick turnaround.

This checklist is available in English and French. 

The checklist can be viewed for free up to five (5) times.
To use the full-featured versions of these calculators and tools in FreshPlan, please contact us.

Discover more