Estates

YOUR GUIDE TO ESTATE PLANNING

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A resource to help you create a comprehensive estate plan, including Wills, Enduring Powers of Attorney, and Personal Directives

Estate planning applies to everyone, and the sooner you start working on your estate plan, the better prepared you will be. Establishing an estate plan is an important endeavour to provide you, your loved ones and beneficiaries with the peace of mind that a plan exists and provides details of your final wishes. 

This guide covers the three essential documents a comprehensive estate plan typically includes: a will, an enduring power of attorney (EPA), and a personal directive (PD). We explain why each one is an important piece of your estate plan.

ATB Wealth experts are ready to listen.

Whether you're a beginner or an experienced investor, we can help.