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The Seguin team is always looking out for our best interests. They are motivated in earning the...

Jim & Heather Scott

7150 Hawthorne Dr. Unit 104
Windsor, ON, N8T 3N3

Phone: (519) 974-6688
Toll Free: +1 866-973-4846
Fax: (519) 974-7192

info@seguinfinancial.com

Estate Planning Checklist

Do you have a signed will?			Yes	No
Do you have a signed power of attorney for you financial affairs?			Yes	No
Do you have a signed power of attorney for your personal care?			Yes	No
Have you reviewed your will and powers of attorney in the last two years?			Yes	No
Do you have an up-to-date net worth statement listing your assets and liabilities?			Yes	No
Have you named beneficiaries for all your registered investments and life insurance policies?			Yes	No
Have you reviewed the pros and cons of jointly registered non-RRSP assets in your name and your spouses name?			Yes	No
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
Do you have enough capital of life insurance to replace you income and maintain your family's current lifestyle?			Yes	No
Do you family members know where to locate your financial records?			Yes	No
Do you have a succession plan for your business?			Yes	No
Do you have a buy/sell agreement in place with your business partner(s)?			Yes	No

Mutual funds are offered through Manulife Securities Investment Services Inc. Insurance products and services are offered through Seguin Financial Group Ltd. Seguin Financial Group is a trade name used for both mutual fund & Insurance business activities. Banking products and services are offered through referral.