The checklists below should be helpful in providing clarity and outlining the key issues you need to know. For further information, refer to the books section.

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Copyright 2015, Douglas Gray, LL.B. All rights reserved. This material cannot be duplicated for commercial purposes without the prior written consent of the author please contact us for permission

Current Financial Net Worth

Current and Projected Retirement Monthly Income and Expenses

Projected Financial Needs

Where Your Retirement Income Will Come From

Will Preparation Checklist

Duties and Responsibilities of the Executor

Calculating Your Life Insurance Needs

Retirement Residence Comparison

Care Facility Comparison

Retirement Life Values, Interests and Preferences

Retirement Planning Goals