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Estate planning

Start planning your estate today

  • Calculate exactly what you’ll leave behind
  • Learn how to maximize the value of the assets you want to transfer
  • Decide how you want your estate to be distributed
Meet with an advisor

Work out the true value of your estate

Having a will is the best way to ensure your final wishes are respected. But it’s just as important to know the true value of everything you’re going to leave behind, taking into account the taxes your estate will owe.

Smart estate planning starts with an inventory of your assets (PDF, 1,21 Mo) - This link will open in a new window.. Then, with the help of your advisor, you can appraise the value of your estate and calculate the tax impact. Your advisor may suggest different strategies:

  • A testamentary trust, which is a way to ensure that your wishes are respected and your assets are transferred to the beneficiaries you’ve designated.
  • Charitable giving, which can provide a long-term source of funding to a charity of your choice, and tax advantages to you during your lifetime.

Learn more

Meet with an advisor

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