What your will should cover and why

Your will sets out how you want your assets distributed after your death. Learn more about why a will is important and what to include in it.

8 min read

Prepare for the unexpected

Ensuring that your personal and financial affairs are well organized in advance will make it easier for someone to step in and help out if needed.

5 min read

Using trusts in estate planning

A trust is created when you transfer ownership of your assets to a trustee, with instructions for them to use those assets for the benefit of a beneficiary.

3 min read

Reducing your estate costs

When you die, your debts must be paid first. Learn about some of the common estate costs and how to manage them.

4 min read

How power of attorney works

A power of attorney is a legal document that gives someone else the legal ability to act and make decisions for you in certain situations. Talk to your family and your advisor about your plans so you’ll be prepared.

8 min read

Role of the executor

Naming an executor is important for estate planning. You’ll want to choose someone who is willing and able to carry out the tasks required to settle your estate.

7 min read

Information by province and territory

If you or members of your family live outside Ontario – or own property in other provinces – some of the rules that apply to your estate will be different than the rules mentioned here.

1 min read
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