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

Method of payment for day-to-day purchases (cash. debit card, credit card), Usual method for paying bills (in person with cash, preauthorized withdrawals from an account, by cheque through mail, Internet banking (Electronic Bill Presentment and Payment (EBPP)), telephone banking, at a bank teller, at an ATM

Incidence of bankruptcy, by age group, Frequency of checking bank accounts

Price range of future home by household income quintiles

Respondents who are saving for their children’s postsecondary education, Contributors to a RESP account

Financially planning for retirement, Presence of workplace pension, Contributors to a RRSP account, Amount of RRSPs currently held by Canadians

RRSP withdrawals for non-retirement purposes, RRSP withdrawals for the Home Buyers’ Plan

Level of confidence in achieving expectations of retirement income, Standard of living compared to expectations

Various variables indicating planning for future by age group (Has a Will, Have power of attorney, Is financially prepared for retirement, RRSPs included in financial plan)

Type of advice used, by income quintiles (Retirement planning, Children's education planning, estate planning, Insurance, Tax planning, general financial planning

% have included suggestions in their will as to how they want their children to manage their inheritance, % plan to use a trust in their Will as a result of their concerns.

% 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.