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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

  
 
Not everyone needs to have a Trust. Here are some indicators that should spur you to seek legal advice regarding Trusts.
  • You are the parent of a minor.
  • Your business and family privacy are important to you.
  • You own real estate.
  • Your estate has a gross value of $1,000,000 or greater.
  • You wish to avoid probate.
 
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ABBOTSFORD, BC  V2S 2C1
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