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Checklists and Frequently Asked Questions

You may find some of the information here useful as background for further discussions with Scotia Private Client Group. Each piece contains pertinent detail that will help you assess your current situation in the context of your overall goals and objectives.

The documents below are all in PDF format. In order to view them you will need the Adobe® Reader®, which can be downloaded free from Adobe.

Checklists
 
Financial Planning

[PDF: 42 kb]

Estate Planning

[PDF: 47 kb] 
 

 Frequently Asked Questions (FAQ)

Will Planning Process

[PDF: 50 kb]

Executor Assistance

[PDF: 45 kb]

Powers of Attorney

[PDF: 47 kb] 


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