›Transfert agricole – Outil d’aide à la planification testamentaire et successoraleMC – Questionnaire Page 2

Transfert agricole – Outil d’aide à la planification testamentaire et successoraleMC – Questionnaire Page 2

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Cliquez sur l’option qui correspond le mieux à votre réponse pour chaque question.
Vous pouvez revoir ou mettre à jour vos réponses avant la soumission finale.


    11. To the best of your knowledge, do all your named executors have prior experience in this role?
    YESNONOT APPLICABLE

    12. Do all your intended beneficiaries know who you have selected as your executor(s)?
    YESNONOT APPLICABLE

    13. Have you changed your will more than once in the past year?
    YESNONOT APPLICABLE

    14. Do all of your beneficiaries over the age of 18 have a will?
    YESNONOT APPLICABLE

    15. Have you held a meeting in the past year to discuss your estate plan, with all of your intended beneficiaries included in the meeting?
    YESNO

    16. Have you held a family meeting in the past year that included at least 3 generations of your family?
    YESNONOT APPLICABLE

    17. Was your financial advisor, accountant or lawyer present at any of your family meetings in the past year?
    YESNONOT APPLICABLE

    18. Do you think the risk of disclosing the contents of your will to your intended beneficiaries is greater than the risk of keeping it confidential?
    YESNO

    19. Are you concerned that your gifts to your intended beneficiaries will diminish their work ethic and drive to succeed?
    YESNO

    20. If one of your intended beneficiaries plays a more active role in your health care, do you intend to compensate that person while you are still living?
    YESNONOT APPLICABLE


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