Estate Planning Summary

Answer only what you’re comfortable sharing. You can skip optional questions.

Step 1 of 5

Section 1: Eligibility & Framing

We use this to tailor general planning education to your location.

Who is this plan for?

Section 2: Family Structure

What is your current relationship status?
Do you have children?
If you have children under 18, do they live with you full-time?

Section 3: Assets

Which of the following assets do you or your household own? (Select all that apply)
Is your primary residence located in your selected jurisdiction?
Do you and your spouse/partner generally share finances?
Have you reviewed beneficiary designations on major accounts in the last 3 years?

Section 3A: Assets Outside Your Home Country

This section is only shown if you select “Yes” or “Not sure.”

Do you own assets outside the country where you currently live?
Which types of assets do you own outside your home country? (Select all that apply)
In how many countries do you hold assets outside your home country?

Hold Ctrl/⌘ to select multiple.

Do you own real estate in another country?
If yes, how is that property typically used? (Select all that apply)
Do you have business interests registered outside your home country?
Are any of these assets held jointly with someone else?
Do you have wills or estate documents in more than one country?
Were any of your existing documents created specifically for assets in another country?
Which statement best describes your citizenship or residency status?
What feels hardest about planning across countries?

Sections 4 & 5: Planning Status, Intent & Comfort

Do you currently have any estate planning documents? (Select all that apply)
If you have a will or trust, when was it last updated?
Have you legally named a guardian for your children?
If something happened to you, do you know who you’d want making decisions for your family? (Select all that apply)
What matters most to you right now? (Choose up to 2)
What best describes where you are today?

This changes the summary language, not legal assumptions.

Richard Sanders, CPA, CA, CBV is a seasoned professional and Partner at a leading global Accounting firm, bringing over 35 years of invaluable experience to the advisory board. With a background in Accounting & Finance, he has demonstrated a keen sense of the challenges to business management and growth throughout his career.

Having held key partnerships with several Accounting firms, Richard has a proven track record of success in advising businesses in areas ranging from Audit to Internal Controls, Tax and Valuations. His strategic thinking has been crucial in guiding organizations through periods of startup and growth.

As an advisory board member, Richard provides strategic counsel and invaluable insights on Audit, Finance and Accounting. His expertise and vision play a vital role in shaping the organization’s strategy and driving sustainable growth over the long term.

Richard holds a Bachelor of Accounting & Business Management from the University of Toronto. He continues to stay at the forefront of the Accounting industry’s developments through ongoing education and professional development initiatives.

Richard’s passion for success and his commitment to guiding businesses make him an invaluable asset to the advisory board.

Bob is a distinguished leader in Software M&A, bringing over 40 years of invaluable experience to the advisory board. With a background in the Canadian & US Information Technology sectors, he has demonstrated a keen understanding of the challenges driving business innovation and fostering growth throughout his career.

Having held prominent roles within the Fortune 500, Bob has a proven track record of success in supercharging business growth. His strategic acumen and forward-thinking approach have been instrumental in guiding organizations through periods of change and transformation.

As an advisory board member, Bob provides strategic counsel and invaluable insights on business development, partnerships and strategic alliances. His expertise and vision play a vital role in shaping the organization’s long-term strategy and driving sustainable growth.

Bob holds a BSc in Physics and Mathematics from the University of Ottawa. He continues to stay at the forefront of the Information Technology industry’s developments through ongoing education and professional development initiatives.

Bob’s passion for excellence and his unwavering commitment to the Software Industry make him an invaluable asset to the advisory board, driving the organization’s mission and vision forward with clarity and purpose.

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