Resources To Help You Plan Your Estate

Writing a will can be tedious and if you don’t know how to properly do it, you could leave out important information or make crucial mistakes resulting in having your Will invalidated and not accepted by the Probate Court.
There are multiple elements of preparing a valid Will, but our advise is to seek a professional advise instead of doing it by yourself, since that may have disastrous results.

Wills usually name an executor, which is a person responsible for carrying out the instructions in the Will. You can appoint more than one person as an executor. The executor has some basic responsibilities such as completing an inventory and valuation of all assets and debts, gathering names and address of all beneficiaries,  filing tax returns for the deceased and for the estate., etc.

It is important to report the death of a beneficiary to the federal government as soon as possible to avoid benefit overpayments. You will need to obtain proof of death through a statement of death or death certificate and provide the social insurance number.

A survivor’s pension is a monthly payment made to the legal spouse or common-law partner of the deceased contributor organized by The Canada Pension Plan. Find out if you qualify, how much money you could receive and when you should apply by contacting us.