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1. Do you have a signed will?	Yes	No
2. Do you have a signed power of attorney for you financial affairs?	Yes	No
3. Do you have a signed power of attorney for your personal care?	Yes	No
4. Have you reviewed your will and powers of attorney in the last two years?	Yes	No
5. Do you have an up-to-date net worth statement listing your assets and liabilities?	Yes	No
6. Have you named beneficiaries for all your registered investments and life insurance policies?	Yes	No
7. Have you reviewed the pros and cons of jointly registered non-RRSP assets in your name and your spouses name?	Yes	No
8. Do you have enough capital of life insurance to cover immediate cash needs at death (funeral expenses, income taxes, legal fees, exectutor fees, probate fees)?	Yes	No
9. Do you have enough capital of life insurance to replace you income and maintain your family's current lifestyle?	Yes	No
10. Do you family members know where to locate your financial records?	Yes	No
11. Do you have a succession plan for your business?	Yes	No
12. Do you have a buy/sell agreement in place with your business partner(s)?	Yes	No