#Estate planning checklist free

The checklist will help you delegate your assets and choose who gets what. Important people for your estate plan include your executor, your estate trustee, custodian(s) and/or guardian(s) of children or pets, an emergency financial representative or attorney for property, an emergency medical care representative or attorney for personal care, witnesses, and optional backups or substitutes for if your first picks for these roles are unable to take them. It will help you with many aspects of your estate plan, including the following. What should be included in an Estate Planning Checklist in Canada?Ī good estate planning checklist for Canada should consist of everything you need to make a valid estate plan in the country. What is an Estate Planning Checklist?Īn estate planning checklist is a comprehensive list of tasks and considerations that you can use to organize and plan for the distribution of your assets and the management of your affairs in the event of your death or incapacitation.

#Estate planning checklist free

We know estate planning and making a will can feel overwhelming, which is why we’ve put together this free Simple Wills and Estate Planning Checklist for Canada to help break it down. Yet over 57% of Canadians don’t have a will. Making a will is one of the most important steps you can take to protect you and your loved-ones. Congratulations on taking the first step towards creating your will and estate plan.