Estate Planning Worksheet

This questionnaire is designed to help us determine what estate planning tools will best assist you to achieve your goals. It captures the information needed to proceed with estate planning. Please complete as fully as you can; contact us with any questions you may have.

When you are ready, we invite you to contact a Houser Henry & Syron legal advisor who can discuss the worksheet with you and your next steps. You can reach our firm at 416.362.3411 or info@houserhenry.com. We recommend an in-person meeting because of the sensitive nature of the completed worksheet. All of your answers and information will be kept strictly confidential.

Fillable Form/Printable PDF