NEWS & VIEWS

Blogs, in-depth articles, professional perspectives, and tools to help you stay ahead in the trust and estate profession.

What Happens if I Die Without a Will?

Many Canadians delay creating a Will, often due to misconceptions about age, asset value, or the complexity of the process. However, dying without a Will (known as dying “intestate”) can lead to unintended consequences for your loved ones.

What Does an Estate Planner Really Do — and What to Consider When Hiring One

When it comes to planning for the future, few steps are more impactful than creating a thoughtful estate plan. Yet for many Canadians, the term estate planner remains unclear, and the importance of working with a true professional, particularly one with the TEP (Trust and Estate Practitioner) designation, is often underestimated.

Who Can Prepare a Will in Canada?

Planning for the future starts with preparing a valid Will, an essential yet often overlooked step in estate planning