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The collaboration provides clients who need basic estate planning an affordable, online option

  • By: Staff
  • November 16, 2021 November 16, 2021
  • 12:31
vintage porcelain doll

From sports memorabilia to vintage cars, treasured items require special attention


If a will doesn’t address compensation, then provincial statutes, case law or set guidelines govern how much an executor can receive

Will document

A trustee’s tax liability has limits, a court case suggests

Canada and USA Flag

Planning for foreign assets may require multiple documents

father and son

Clients considering the strategy must take extra care

nesting toy

Regularly providing information to beneficiaries — and keeping records — will go a long way


Help your client avoid these pitfalls

Will document

The change is meant to address "perennial" backlog issues


A lack of planning can impede your client’s wishes