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Death and dying 

Preparing for death and dying is an important part of any well-made financial plan. It starts with creating a proper will and an effective plan to transfer your wealth after your death. This is called an estate plan.

With a proper plan, you can prevent a lot of big problems after you’re gone. For instance, you can:
  • Provide income for your family
  • Cover care giving costs
  • Avoid disputes over your wealth
  • Reduce any taxes and other costs.
  • So why, with so much at stake, do two-thirds of Canadians die without a will or estate plan?

    Don’t let it happen to your family. Use the resources on this page to learn more.

     Related tools & topics

    Checklist:
    Seven key things that a will should cover
    Link:
    Government of Ontario guide on who to notify, what forms you’ll need, and more
    Link:
    Government of Canada website for benefits you may apply for after someone’s death, plus forms
    Link:
    Canada Revenue Agency guide to taxes you may need to pay after someone’s death
    MORE
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