Will or No Will?

Where there’s a will there’s a way...forward that is. You aren’t done with your financial plan until your will is in place. Dying without a will is dying intestate, which means that the distribution of your assets becomes the responsibility of the courts. The rules regarding intestacy are not the same in each province; neither is your status if you are common law versus married.

A bad will doesn’t get the job done. Keep in mind that your will should:

  • Hold up in court and carry out your wishes
  • Avoid family disagreements
  • Appoint the best person as executor
  • Create a trust, if needed

Don’t know where to start? Use the Will Planning Questionnaire.