Now that you’ve got the checklist, use this guide to dive deeper into each step and get the clarity you need to move forward.

It’s important to note…

This is general guidance.

Not everything will apply to you, so just follow what makes sense for you and your situation.

The information provided is for general educational and informational purposes only. While every effort has been made to ensure accuracy, estate laws and procedures vary by province and territory in Canada, and they are subject to change.

This guide does not constitute legal, financial, or tax advice, nor does it establish a professional-client relationship. Please obtain advice for your situation from your professional advisor of choice.

Estate Planning Checklist for Canadians

This is the same as the checklist you just downloaded.

Think of this as your roadmap for creating your estate plan.

1. Establish Your Estate Plan Foundation

☐ Keep your will up to date

☐ Decide if a trust is right for you

☐ Choose who will inherit your registered accounts

☐ Consider joint tenancy for easier property transfer, if appropriate

☐ Determine if life insurance is right for you

☐ Consider giving gifts while you’re alive

☐ Consider pre-planning your funeral

2. Plan for Possible Incapacity

☐ Make arrangements in case you become incapable during your lifetime

3. Get Organized

☐ Create an estate inventory for you and your personal representatives

4. Keep Your Plan Up-to-Date

☐ Build your estate planning team

☐ Review your plan regularly