There are a number of resources available to help you with estate planning in Canada. Here are a few:
Lawyers: Lawyers can help you to draft a will, create a trust, and make other estate planning arrangements. They can also advise you on the tax implications of your estate plan.
Certified Executor Advisor: Certified Executor Advisors have received and passed an extensive course on the various elements involved in administering an estate. They give you information about the challenges your executor may encounter and offer advice to reduce these.
Accountants: Accountants can help you to gather information about your assets and debts, and to develop a financial plan for your estate. They can also advise you on tax planning strategies.
Financial advisors: Financial advisors can help you to invest your assets and to manage your finances in a way that is consistent with your estate planning goals.
Government resources: The Government of Canada has a number of resources available to help you with estate planning, such as the Canada Revenue Agency (CRA) and the Office of the Public Guardian and Trustee.
Books and articles: There are a number of books and articles available on estate planning. These resources can provide you with general information about estate planning and can help you to understand the different options that are available to you.
Online resources: There are a number of online resources available on estate planning. These resources can provide you with information about estate planning laws in Canada, as well as tips and advice on how to create an estate plan.
Seminars and workshops: There are a number of seminars and workshops offered on estate planning. These events can provide you with information about estate planning and can help you to develop an estate plan.
When choosing resources to help you with estate planning, it is important to consider your individual needs and circumstances. You should also talk to your family and friends to get their input and support.
This article is for informational purposes only and is not legal advice. Contact us today to discuss your specific situation.