The Essential Estate Planning Checklist for Canadians

Estate planning is more than just creating a Will. It’s putting in place a plan for yourself, your family members and your assets in the event of your incapacity or death. Creating a proper estate plan will ease the burden on your loved ones and ensure that your assets pass in a timely and cost-efficient manner to your intended beneficiaries.

This checklist will provide a valuable framework to help you build your own estate plan.