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LEGATO WEALTH MANAGEMENT
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    • Part 2: Investing For The Estate Freeze
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    • Beneficiary Designations and Resulting Trusts Revisited
    • Part 1: Legacy Gifting Private Company Shares
    • Part 2: Legacy Gifting Private Company Shares
    • Reduce Estate Shrinkage
    • Take Time For Your Legacy
    • Take Five
    • Look Across
    • Lest We Forget
    • Retirement Income
The B. Families of Alberta

Four action items requested from each person applying with Legato for coverage.
​
Health & Lifestyle Questionnaire (~nine mins to complete)
(Fillable PDF - Requires Adobe Reader to view and complete)
Please download this Health & Lifestyle questionnaire and save to your computer.
Review and answer the questions. 
Then use the secure link provided here to send the completed document to Legato. ​​
legato_health___lifestyle_questionnaire_vf4.pdf
File Size: 316 kb
File Type: pdf
Download File

* Your responses help Legato know more about you and understand your insurability.

Getting To Know You Questionnaire (~ twelve minutes to complete)
(Fillable PDF - Requires Adobe Reader to view and complete)
Please download this Getting To Know You questionnaire and save to your computer.
Review and answer the questions. 
Then use the secure link provided here to send the completed document to Legato. 
2023-legato-getting-to-know-you-booklet-vf4.pdf
File Size: 443 kb
File Type: pdf
Download File

​* Your responses help Legato know more about you, your family and your financial life, too.

Driver's License

If you have a driver's license, please capture an image of that license.
Use this secure Box.com upload link to send the image to Legato.
​* This information confirms your name, address, date of birth and home address to Legato.

Driver's Record
If you are 40 years of age or younger, or 70 years of age or older, please obtain your Standard Driver's Abstract for Alberta here.
Use this secure Box.com upload link to send the Abstract to Legato.
​* For these age groups, your driving record forms a portion of your pre-approval process with the carriers and, in the province of Alberta, only the driver is permitted to obtain their own Standard Driver's Abstract. 
​

​Note - the secure upload Box.com link can be used multiple times. 
Picture
Download Adobe Reader here

All communication with Box from your computer or mobile device is encrypted using SSL. Each file uploaded to Box is encrypted at rest using 256-bit AES encryption. For files in transit, Box uses TLS 1.2 encryption. Other Box security features include file-level password protection and access notification. 

If you have any questions or concerns, please contact your licensed advisor at Legato to discuss further.


Contact Don Anderson
Legato's licensed advisor in British Columbia and Alberta
​email: [email protected]



​Copyright 2023 - Legato Wealth Management Inc.

Copyright 2025 - Legato Wealth Management Inc. 

  • Home
  • About
    • Mission & Principles
    • Our People
    • Strategic Relationships
    • Community
    • Learning & Connecting
    • Contact
    • Meeting Legato >
      • Pre-Application Review
      • Application Process
      • Meeting Checklists
      • Parking
    • Premium Deposits
  • Advice
    • Our Process
    • Protect & Prepare
    • Investing in Life Insurance
    • Pro Plan
    • Philanthropy >
      • My PAR Gift
      • What Is My PAR Gift
      • My PAR Gift - FAQ
    • Policy Search
    • Will Search
  • Articles
    • Be The One
    • Part 1: The Estate Freeze
    • Part 2: Investing For The Estate Freeze
    • Unlocking Intergenerational Succession
    • Freeze, Fund, & Feature
    • Tax Apportionment in Estate Planning
    • Beneficiary Designations and Resulting Trusts Revisited
    • Part 1: Legacy Gifting Private Company Shares
    • Part 2: Legacy Gifting Private Company Shares
    • Reduce Estate Shrinkage
    • Take Time For Your Legacy
    • Take Five
    • Look Across
    • Lest We Forget
    • Retirement Income