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Estate Planning Guide

Step 1: List everything you have. The best way to start estate planning is to take an inventory of all your assets.
Step 2: Create a plan. Once you have a record of all your things, you can start to create a plan.
Step 3: Execute the plan. Your individual situation determines how exactly this step looks.
Step 4: Keep your plan updated.

 

Download the full guide here

 

 

Justice Ontario Pre-formatted-fillable – Estate Forms

 

Want more information?

Are you interested in a consultation with Peter R. Welsh?
Contact me at Peter@SmartWills.ca
By telephone 416-526-3121
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This material is for general information and educational purposes only. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions.

2 thoughts on “The Estate Planning Guide will cover the 4 steps of estate planning

  1. my husband died at Christmas. we had no children. I have both birth certificates, our marriage certificate and his death certificate.
    A will kit was advised by a Lawyer I consulted. I ordered one but it must be lost in the post. I don’t believe I need a Lawyer and the one I consulted told me he makes hundreds of dollars an hour and as not necessary in the grand scheme. I am 70 and my husband John was 65 minus one week when he died.

    1. Hello Mary, I am sorry to her about your loss. Yes, you do need a lawyer to help you. I can forward a Will planning kit. Costs vary by lawyer and their billing rate, also by how complicated someone’s Estate is. Wills can cost $500 up to $2000 or more depending upon the time required. Let me send you some information and it may help you. Peter

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