A step-by-step guide to settling an estate in Alberta
What you leave behind.
An estate plan will help protect you and your loved ones. Learn about building an estate and trust plan that fulfills all of your wishes.
Learn the key components of a strong will as part of a comprehensive estate plan and the importance of choosing the right person to act as your executor.
What is an enduring power of attorney and personal directive as well as its function and why you should have one as a component of your overall estate plan?
Learn about the different types of testamentary trusts, both individual and spousal, and how they could be used to best execute your last will and testament.
What is joint ownership and how might that affect my estate plans when I die? What is probate and how does probate law apply to the settlement of my estate?
Learn how to structure your giving to best benefit you and the cause you want to support to create a lasting legacy.
A donor advised fund (DAF) may be a good option for high net worth individuals seeking to create a legacy.