The Estate Planning Workbook
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Take
control of their estate planning strategy!
You don't do estate planning for yourself—you do if for those you
leave behind. If you own a house, RRSPs, life insurance, or even
just have some savings stashed away, then you have an estate, and
you need to plan for it to ensure the financial security of those
you love.
The Estate Planning Workbook is a hands-on companion to
Canada’s definitive guide to estate planning, You Can’t Take It
With You. Full of checklists, worksheets, and sample documents,
The Estate Planning Workbook makes your planning even easier
by helping you record and organize all your documents and wishes
The Estate Planning Workbook will help you to work through
all the concepts discussed in-depth in You Can’t Take It With You,
and apply them to your own personal situation. The information in
this Workbook can help you:
- Determine your estate planning objectives and priorities, and
develop your personal estate plan.
- Understand the language of estate planning and the choices available
to you.
- Take a snapshot of your current financial situation and estimate
the value of your estate.
- Identify key questions for your lawyer, financial advisor,
accountant, or other professionals.
- Minimize how much you pay in professional fees and taxes.
- Organize all your estate planning documents and records in
one place.
- Ensure your beneficiaries benefit in the way you want and your
estate is distributed as quickly as possible.
Once your Workbook is complete, it will be easier
for your executor, representatives and powers of attorney to locate
all your personal and financial documents and carry out your instructions
and make decisions on your behalf.
Download
the Workbook Order Form now!
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