Estate Tax Exposure Quick Scan
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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.
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Score 16–25
Meaningful exposure. Proceed to Step 2 — Owner Transfer Readiness Checklist.
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Score 9–15
Moderate exposure. Some planning gaps likely. Proceed to Step 2 — Owner Transfer Readiness Checklist.
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Score 0–8
Low immediate exposure. Review again when your business value grows or your structure changes.
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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?