The Executor Estate Guide
A step-by-step guide to settling an estate in Alberta
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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.
If your estate goals include leaving financial gifts, it’s important to ensure your generosity won’t impact your desired lifestyle. A financial plan can help achieve both.
Executors have many responsibilities when administering an estate. Understanding what a grant is and why it’s important is one of the first steps when dealing with an estate.
Choosing your personal representative is an important decision, and a big responsibility for the person who agrees to take it on. Make sure you know what’s involved.
Pets are part of your family, but have you included them in your will? Here are four tips to make sure your pets are looked after.
Wealth transfer is an uncomfortable, but important topic. A trusted advisor can help support the conversation and provide peace of mind.
Developing an estate plan helps you plan for the future and ensures your assets are accounted for and a roadmap is in place for transitioning your wealth according to your wishes.
When gifting to adult children, there are important questions to ask yourself and financial considerations to review.
Creating a will allows you to communicate your wishes with your loved ones. Here are a few things that may be holding you back from creating a will and how to overcome them.
It's not always easy to discuss, but here are four guidelines for having a conversation about wealth transfer with your children.
Creating a will and estate plan protects you, your estate and your loved ones while you’re living and long after.
Being prepared with a proper estate plan that includes distribution of assets and your care wishes is important for all ages and stages of life.
What you need to know to appoint the right executor for your estate, including educating them about your estate and what will be required of them in this role.
Considerations when selecting the enduring power of attorney for your estate.
Strategies for appointing the right agent for your estate, including educating them about your estate and what will be required of them in this role.
When naming a guardian for your child in your will, you will need to consider their values, financial situation, location and age.
Understanding what assets you can give away in your will or outside of your will, including joint assets.
Steps to take to develop your estate plan, including assessing your current financial situation, setting goals and engaging with the right experts.
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.
Estate Planning Checklist
Whether you're a beginner or an experienced investor, we can help.