Creating your estate plan – Step by step

When many Canadians think of estate planning, they think only of a Will. There’s much more to consider. This step-by-step process will take you through effective estate planning.

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Why you need an estate plan

Benefits of estate planning

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Estate planning is about life…

…in the present and in the future. Most importantly, estate planning is about the life of your family and loved ones – and the peace of mind you get from helping to preserve their financial security.

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Case study: The best laid plans…

The situation

Alex was a 68-year old retiree living in Toronto and the father of two adult sons: Carl, owner of a successful computer business in Guelph; and Pete, who worked for a landscaping company in Toronto.

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