Broker Check

Questionnaires and Checklists

Client Estate Planning Review Questionnaire

Are you confident your current estate plans are aligned with your wishes for your:

Distribution of assets:  Who gets what, when and under which conditions?  Have you protected your heirs from potential loss of your hard earned wealth due to creditors, future divorce, mismanagement and inexperience?

Administration:  If you are unable to make decisions about your healthcare and finances, need a guardian for minor children, executor for your will or successor trustee, who would you choose?

Management:  If you own a business or investment property, who is set to acquire and/or manage your assets after your death?

Income:  Will a surviving spouse be able to continue maintaining their current lifestyle for the remainder of their lifetime in the event of a premature death?

Taxes:  Are you taking advantage of every opportunity to reduce potential estate taxes and income taxes payable by your estate and heirs?

Complete the questionnaire

Business Exit Readiness Index

You've poured your heart and soul into your business--your blood, sweat and tears 

Are you really ready to transfer your business to a successor?  Have you looked at all the options available?  Have you calculated what your business needs to sell for in order to finance your retirement years?  Complete our Business Exit Readiness Index Questionnaire and we will start to find your answers.

Start the BERI Survey