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Estate planning -
Executor selection tool
| Who should I select as executor of my estate? Use our
planning tool to determine a solution that best meets your family's
needs. |
| 1. |
What is the
estimated value of your estate? |
| |
Under
$100,000
$100,000 to
$500,000
Over $500,000 |
|
| 2. |
Do you currently
own assets that require professional investment advice? |
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Under
$100,000
$100,000 to
$500,000
Over $500,000 |
|
| 3. |
Do you currently
own real estate? |
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Yes
No |
|
| 4. |
Are any of your
assets located out of the country or province? |
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Yes -
country
Yes -
province
No |
|
| 5. |
Do any of your
intended beneficiaries live outside of the country or
province? |
| |
Yes -
country
Yes -
province
No |
|
| 6. |
Do you have a
trusted family member or friend in your city/town? |
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Yes
No |
|
| 7. |
Do you own an
active business or limited company? |
| |
Yes
No |
|
8.
|
Will your
intended executor have the time and expertise to complete the income
tax returns for the estate, value assets, and prepare an accounting
statement for the beneficiaries or the courts? |
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Yes
No |
|
9.
|
Do you think it
will be necessary to hire professionals to help with some or all of
the administration of your estate (e.g., appraisers, accountants,
lawyers)? |
| |
Yes
No |
|
| 10. |
Does your will
set up a trust for an intended beneficiary? |
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Yes
No |
|
| 11. |
Are minor
children among your intended beneficiaries? |
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Yes
No |
|
| 12. |
Is there a
potential for disputes among family members or other beneficiaries
over your estate? |
| |
Yes
No |
| TD Waterhouse Estate and Trust Specialists would be
happy to answer any questions you may have. If you would like to
learn more about our services or arrange a meeting with one of our
specialists, please contact the Private Trust branch nearest you by
consulting our Private
Trust Branch Directory.
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