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Estate Tax Exposure Quick Scan

START HERE 3 MINUTES NO EMAIL REQUIRED

Answer 14 questions across four areas — corporate structure, tax and liquidity, insurance, and succession. Get a score from 0–42. Your score tells you exactly what to do next.

Score 26–42
Your exposure is significant. Multiple planning gaps identified. Book a complimentary discovery call now — don’t wait. Book a Call
Score 16–25
Meaningful exposure. Proceed to Step 2 — Owner Transfer Readiness Checklist. Download Tool 2
Score 9–15
Moderate exposure. Some planning gaps likely. Proceed to Step 2 — Owner Transfer Readiness Checklist. Download Tool 2
Score 0–8
Low immediate exposure. Review again when your business value grows or your structure changes. Bookmark this page

Section A — Corporate Structure & Share Value

1. How long have you been incorporated?

2. Corporation value?

3. Retained earnings?

4. Corporate structure?

Section B — Tax Exposure & Liquidity

5. Estate tax calculated?

6. Real estate owned?

7. RRSP/RRIF exposure?

8. Liquidity for taxes?

Section C — Insurance & Planning

9. Corporate life insurance?

10. Insurance review?

11. Buy-sell agreement?

12. Will alignment?

Section D — Succession & Family

13. Ownership transition plan?

14. Fair treatment of children?

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Sami Majdalani is a licensed life and accident and sickness insurance agent in Ontario. Verify my licence on FSRA’s website. Insurance and segregated fund contracts are placed through HUB Financial, a managing general agency. Eagle Wealth Partners is paid by commission from the insurers whose products clients buy, and may also receive bonuses or other incentives from insurers. A full disclosure of the insurers we represent, how we are paid and any conflicts of interest is available on request.

Segregated fund contracts are individual variable insurance contracts issued by insurance companies. Any amount allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value.

Information on this site is general and is not legal, tax or insurance advice for your situation. Planning is implemented with your legal and tax professionals. © 2026 Eagle Wealth Partners Inc.