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WILLS & ESTATES

Introduction

ESTATE PLANNING

What is Estate Planning?
What is Power of Attorney?
Joint Tenancy
Beneficiary Designation

PROBATE

What is Probate?
When to Probate
Executors Duties/Liabilities
Trustee Duties
Probate Fees

TRUSTS

What is a Trust?
Types of Trusts
When Should I Create a Trust?
Who Should Have a Trust?
Tax Implications

WILLS

Planning Your Will
Personal Information Record
Will Preparation Checklist
Assets & Liabilities
Wills Variation Act

GLOSSARY OF TERMS

  
 
The best time to create a Trust is now. You can only prepare and implement a trust while you are alive and mentally capable of doing so. If you become unable to manage your affairs or suffer from a disability that hinders your legal capacity, then you will be unable to create a Trust. A Trust can be challenged by those who know you lacked capacity at the time the Trust documents were created.
 
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ROBERTSON, DOWNE & MULLALLY
33695 SOUTH FRASER WAY
ABBOTSFORD, BC  V2S 2C1
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