Legato Review

Legato - Smooth Legacy Transitions

Getting To Know You

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Page 1/3 – Contact Information and Goals
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Contact Information
First name?

Middle name?

Last name?

Personal email address?

Mobile phone number?

Define The Importance Of These Five Goals
Protecting family members or business ownership from an unexpected health or life event?

Passing your vacation property, family business, or other treasured asset?

Growing wealth steadily over the medium and long term?

Reducing the burden of taxes now and in the future?

Philanthropy and social investing - describe?

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Page 2/3 – Personal, Family, Health and Sports
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Personal Information
Date of birth?
(dd/mm/yyyy)
Gender?

Height?

Weight?

Home Address
Street Address? (Include apt/suite number)

City?

Province?

Postal Code?

Nationality
Nationality(ies)? (Use CTRL on windows to select multiple)

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Family
Name of partner/spouse?

Birthdate of partner/spouse?
(dd/mm/yyyy)
Marital status? (scroll down the most suitable choice)

Children
Number of children? (scroll down list as needed)

Number of dependents?

Name of first child?

Birthdate of first child?
(dd/mm/yyyy)

Name of second child?

Birthdate of second child?
(dd/mm/yyyy)

Name of third child?

Birthdate of third child?
(dd/mm/yyyy)

Name of fourth child?

Birthdate of fourth child?
(dd/mm/yyyy)

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Health Information
Any significant medical history now or in the past? Prescription drugs? If so, briefly describe?

Non-smoker? Or smoker of cigarettes, marijuana or heavier drugs? (scroll down to select the most suitable choice)

Describe your health? (Use CTRL on windows to select multiple)

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Sports and Activities
Current sports and activities?

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Page 3/3 – Employment, Income, Investments and Insurance
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Employment
Employment title?

Name and location of employer?

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Income Estimated annual employment income?
$
Estimated income from other sources?
$

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Investments Financial advisor?

Value of RRSP savings?
$
Amount of mortgage debt?
$
Total debt including mortgage?
$
Estimation of net worth (assets plus investments less all debt)?
$
Describe this net worth total? Eg home @ $1.0M, RRSP @ $100k etc.
(optional)

Professional corporation, investment company or family holding company (if applicable)?

Bank or credit union?

Name(s) shown on the bank account statement from which premium deposits will be drawn?

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Insurance
Number of life insurance policies? (not group coverage)?
#
Total amount of life insurance coverage (not group)?
$
Total amount of critical illness insurance coverage (not group)?
$
Name of life insurance advisor?

Describe any experience(s) with life insurance up until now, both positive and negative?

New Life Insurance Coverage
Desired amount of new life insurance desired?
$
Reason(s) for new life insurance?
(Scroll down to most suitable choice)

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Please review the questions on all three pages.

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