Estate Planning Package

Resource Info

Summary Helpful collection of links devoted to Estate Planning
Published 2015

Estate Planning Package

The following links will provide you with all the forms, resources and audio tracks you need to prepare for your meeting with our office.

Estate Planning Workbook

Do I Need a Will?

Saving Probate Fees

How Can Trusts Help Me and My Family?

Information About Powers of Attorney

Link to audio tracks

If you are a Business Owner or interest in a private corporation…

please also read the following page;

Succession Planning for Small Business

If you have a beneficiary with a Disability…

please also read the following pages;

Providing for a Family Member with a Disability

General Information for Recipients of ODSP

Gifting to ODSP Recipients

If you are Divorced, in a Second Marriage or Living Common Law…

please read the following brochures;

Separation and Divorce – Estate Planning Concerns

Marrying Again or Living Common Law

Other related brochures;

What Happens to Daisy? – Planning for Your Pet

Young Beneficiaries

Who Will Care for a Child If the Parents are Gone?