FORMS
Forms available for download. Please complete the request form at the bottom of the page
Estate Planning - Self-Assessment Tool
Download this form to identify estate planning needs.
USERS: Individuals, Couples and Advisors
Estate Planning - Fact Finder
Complete this form to enable Rod Cunich to assist with your estate planning
USERS: Individuals, Couples and Advisors
Standard Buy-Sell Agreement Fact Finder
Complete this form to provide instructions for a funded buy-sell agreement for a single business where there are no associated businesses.
USERS: Advisors, Shareholders, Unit Holders and Directors
Complex Buy-Sell Agreement Fact Finder
Complete this form to provide instructions for a funded buy-sell agreement for a business where there are associated entities.
USERS: Advisors, Shareholders, Unit Holders and Directors
Shareholder Agreement Fact Finder
Complete this form to enable Rod Cunich to assist to prepare a shareholder agreement, unitholder agreement or partnership agreement.
USERS: Advisors, Shareholders, Unit Holders and Directors
