Will & Estate Planning
Understand how to protect your legacy, plan for inheritance, and ensure your assets are distributed according to your wishes.
Introduction to Wills
- Will Basics and Planning
- Will and Estate Planning Overview
- Will Fundamentals: What You Need to Know
- Types of Wills in Canada
- Do I Need a Will?
- Key Elements to Include in Your Will
- When Is the Best Time to Make a Will?
- Reasons to Update Your Will
- What Happens If I Don’t Have a Will?
- What Is a Codicil?
Getting Started
Legal Requirements
Roles in a Will
- Roles in a Will
- How to Name a Beneficiary
- Overview of Parties Involved in a Will
- What is a Beneficiary?
- Roles in a Will Glossary
- Beneficiary Rights, Expectations, and Common Issues
- What If No Beneficiary Is Named?
- Choosing an Executor
- Can Executors Also Be Beneficiaries?
- Executor Compensation and Support
- What Is a Legal Guardian?
- Appointing and Choosing Guardians
- Naming Multiple Guardians
- Executor’s Role, Duties, and Powers