Estate Planning Survey for the Alliance Canada

Please take a moment to complete this survey from our partners at Advisors with Purpose, a non-denominational Christian ministry that exists to help you create an estate plan that reflects your faith and values. (See bottom of survey to learn more about Advisors with Purpose.)

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* 1. Which category below includes your age?

Below 45

45-55

56-65

Over 65

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* 2. Do you have an up-to-date will that you feel reflects the legacy you wish to leave behind?

Yes

Unsure

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* 3. Does your will consider potential taxes and fees and does it include strategies to reduce them?

Yes

Unsure

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* 4. Does your Will/Estate plan protect your RRSP or RRIF accounts from taxation?

Yes

Unsure

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* 5. Does your will or estate plan include a plan for your vacation property/cottage should you wish to pass it on to others?

Yes

Unsure

Not applicable

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* 6. Are you certain that you have chosen an executor that understands his/her role and is equipped to carry out what is necessary

Yes

Unsure

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* 7. If applicable, does your will consider the needs of a child with disabilities or exceptionalities?

Yes

Unsure

Not applicable

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* 8. Would you be interested in speaking with one of our trusted partners offering free and confidential estate plans?

Yes

Unsure

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* 9. If your answer to the last question was "yes" or if you are unsure, please provide the following information and an estate specialist will follow-up with you

Name:

Address 1:

Address 2:

City/Town:

Province:

Postal Code:

Email Address:

Phone Number:

The Alliance Canada has partnered with Advisors with Purpose, a Christian organization that is part of the Financial Discipleship Canada family of ministries. Advisors with Purpose offers you the opportunity to work with an Estate Advisor who can help you think through your decisions regarding your estate, and create for you a unique Estate Plan for your will that reflects your life, faith, and values. These services are free to you, fully confidential, there is no obligation and we promise that no one will sell you anything.

Thank you for taking the time to complete this survey! We pray that this service we are offering is a blessing to you and your loved ones.