HomeBuyer.ca
Homepage Associated Sites Newsletter Our Books Contact Us Site Map
www.estateplanning.ca
ESTATEPLANNING.CA
Learn Strategies to Preserve Your Wealth, Provide Peace of Mind,
and Avoid the Pitfalls When Will and Estate Planning in Canada
 
ARTICLES
WORKSHEETS
a Checklists (9)
a Charts (3)
a Forms (1)
HELPFUL INFO
OUR SERVICES
s Consulting
s Seminars
s Media Interviews
s Education
ABOUT US
s About US
s Our Books
s Clients
s Testimonials
s Douglas Gray, B.A., LL.B.
s Services Provided
s Associated Sites
DOUGLAS GRAY, B.A., LL.B.
s Douglas Gray, B.A., LL.B.
ASSOCIATED SITES
WHISTLER CHALET
s Whistler Chalet
 

Visit

Checklists

The checklists below should be helpful in providing clarity and outlining the key issues you need to know. For further information, refer to the books section.

Please note that the files below require the latest version of Adobe Acrobat ReaderĀ®. You can download a free version of this software here.

Copyright 2015, Douglas Gray, LL.B. All rights reserved. This material cannot be duplicated for commercial purposes without the prior written consent of the author please contact us for permission

Current Financial Net Worth

Current and Projected Retirement Monthly Income and Expenses

Projected Financial Needs

Where Your Retirement Income Will Come From

Will Preparation Checklist

Duties and Responsibilities of the Executor

Calculating Your Life Insurance Needs

Retirement Residence Comparison

Care Facility Comparison

    back to top >>
FREE NEWSLETTER s
» Homepage  » About Us  » Clients  » Testimonials  » Education  » Disclaimer  » Privacy Policy
Vancouver Web Design by Medora Copyright  © 2017 Canadian Retirement Education Group Inc. All Rights Reserved.