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| ID #: | 39272360 | ||
| Title: | This information available to subscribers only. For more information click here | ||
| Source: | |||
| Description: |
% of Canadians would appoint family over friends as the executor of their will, % if appointed as executor, would not, or are not sure if they would hire a professional to assist them, Of those who have experienced being an executor % have encountered: Administrative issues/complications, Emotional issues/complications, Legal issues/complications % of Canadians over 45 have appointed a trust company as the executor of their will. [executor of an estate] |
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| Publication Date: | 11/9/2011 | ||
| Frequency: | |||
| Location Type: | Online | ||
| Geography: | Canada | ||
| Hyperlink 1: | This information available to subscribers only. For more information click here | ||
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| Posted/Updated: | 11/10/2011 | ||
| ID #: | 39272103 | ||
| Title: | This information available to subscribers only. For more information click here | ||
| Source: | |||
| Description: |
% of Canadian Boomers (aged 45+ with investable assets, including real estate, of over $500,000) have a will, % have not re-visited or updated their wills in 10 years The top reasons for preparing a will: % reported: Ensuring their assets are distributed as they wished, Avoiding family problems once they have passed away, Protecting and looking after their family Motivation for updating will - % reported: A significant change in wealth, A change in a beneficiary's marital status, A death in the immediate family, A birth in the immediate family % of respondents who have a will also have a power of attorney, % have a power of attorney for their finances, % have one in place to deal with potential issues arising from failing health % of Boomers have spoken to their children/beneficiaries about the contents in their will, % of wills addressed distribution of wealth, appointment of an executor [executor of an estate], distribution of personal items % of Canadians do not have a will in place, % say it is due to lack of time |
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| Publication Date: | 9/21/2011 | ||
| Frequency: | |||
| Location Type: | Online | ||
| Geography: | Canada | ||
| Hyperlink 1: | This information available to subscribers only. For more information click here | ||
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| Posted/Updated: | 9/21/2011 | ||
| ID #: | 39264595 | ||
| Title: | This information available to subscribers only. For more information click here | ||
| Source: | |||
| Description: |
% of Canadian baby boomers correctly identified the
tasks an executor is responsible for completing, % correctly
chose the administrative tasks of: 'pay the bills, redirect all mail, cancel subscriptions', 'review all bank and investments statements and close accounts', 'take care of the deceased's children until they reach the age of
majority' % mistakenly thought they needed to adopt the deceased's pets. % thought it would take between 6-12 months to complete the tasks the executor role requires, % though more than a year, The top three choices to describe the experience of being an executor % of boomers said they would feel honoured to be named an executor, % said they would feel nervous or intimidated, % said they would feel confident, % of boomers said they would choose a family member as the executor of their wills, % would choose a professional (lawyer, trust company) % indicate that, if they chose to decline the role of executor, they would decline based on the grounds that 'they didn't feel they had an understanding of or the knowledge to carry out all that is required.' % would decline on the grounds that they live in a different province or country. [executor of an estate] results by gender and education level |
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| Publication Date: | 6/13/2007 | ||
| Frequency: | |||
| Location Type: | Online | ||
| Geography: | Canada | ||
| Hyperlink 1: | This information available to subscribers only. For more information click here | ||
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| Posted/Updated: | 6/15/2007 | ||
| ID #: | 39263745 | ||
| Title: | This information available to subscribers only. For more information click here | ||
| Source: | |||
| Description: |
% of all Canadians have written a will by age group (18-34,35-55, 55+), and marital status (married/living common law, divorced/separated/widowed, single/never married), province. % of Canadians without a will say they are very or somewhat likely to write out their wills in the upcoming year, Of those who do not have a will. % have thought about who they would appoint as an executor, % choose spouse/partner as executor, % choose children, sibling, another family member, family friend. % felt it would be an honour when they were asked to be an executor of an estate. |
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| Publication Date: | 1/4/2007 | ||
| Frequency: | |||
| Location Type: | ARCHIVE | ||
| Geography: | Canada, limited provincial detail | ||
| Hyperlink 1: | This information available to subscribers only. For more information click here | ||
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| Notes: | This file is no longer available online. E-mail us for the latest information on how to access this file. Use the link indicated in hyperlink 1 and please quote the ID # of the entry. | ||
| Posted/Updated: | 1/8/2007 | ||
| ID #: | 39263331 | ||
| Title: | This information available to subscribers only. For more information click here | ||
| Source: | |||
| Description: |
Survey of Canadians and their knowledge of will executors. Includes: % of Canadians understand the term "executor", Tasks & duties identified as being the responsibility of an executor, Who will you most likely appoint/who did you appoint as the executor of your will? Have you ever been asked to be an executor? How did you feel /how would you feel about being asked to serve as an executor? Do you have any concerns about being an executor? What is the one main reason you did not agree to become an executor? If you could get help with being an executor, what type of assistance would you most appreciate? |
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| Publication Date: | 11/2/2006 | ||
| Frequency: | |||
| Location Type: | Online | ||
| Geography: | Canada | ||
| Hyperlink 1: | This information available to subscribers only. For more information click here | ||
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| Notes: | Hyperlink 1 to release highlights. Hyperlink 2 to detailed graphs. | ||
| Posted/Updated: | 11/3/2006 | ||