If you own any assets, you need a Will.

A properly drafted Will is the foundation of your estate plan. Without one, provincial legislation dictates how your assets will be distributed upon death, which may not be as you intended.

Our estate planning professionals have the knowledge and depth of experience to help you plan your Will - whether it involves the straightforward distribution of your assets, or includes complexities such as the creation and ongoing management of trusts with tax, accounting or investment responsibilities.

The Will Planning Process

Once we are appointed as your corporate executor and trustee, you benefit from our comprehensive and detailed Will planning process.

Our professional team guides you through the following steps, designed to help us gain a better understanding of your current financial situation and your goals for the future:

• Setting a value on your estate through an analysis of your assets and liabilities.
  
  
• Determining how the needs of your beneficiaries can best be met.
  
  
• Helping you understand all the legal, tax and investment implications of various types of bequests, from an outright distribution of your estate to the creation of one or more trusts.
  
  
• Providing you with information regarding the appointment of a guardian for any minor children.
  
  
• Working with your lawyer or legal advisor on the preparation and execution of your Will.
  
  
• Assist with preparing and executing Powers of Attorney.

Have Questions?

We have information about the Will planning process on our Will and Estate Planning FAQ, [PDF: 50 kb] and our Power of Attorney FAQ [PDF: 47 kb].