Estate Planning

Home
Life Insurance
CCHA Life Insurance
Health Spending Acct
Health Insurance
Investment Planning
Critical Illness
Travel Insurance
Life Annuities
Creditor Protection
Association Directory
Alumni Insurance
Tax Shelter
Estate Planning
Fundraising
Planning Services
General Insurance
Products Page
Contact

Estate Planning

Everyone needs to plan their estate. Estate planning begins with preparing a Will. A Will is a legal document that instructs the courts as to how to distribute your assets. A lawyer will help you draft a copy of you Will. It is important to review your Will periodically to make certain it is up to date and to make changes if some significant in your life changes.

Key Benefits

bulletPlanning your estate properly means that you will not leave a mess for others to clean up
bulletPlanning your estate properly means not paying the government more in taxes than necessary
bulletPlanning your estate properly means that those you wish to help receive the benefit

The following is a list of downloadable brochures prepared by Canada Life to assist clients with their Estate Planning.

 (You will need Adobe Acrobat to view these documents.)

Dying Without a Will

Estate Planning Checkup

Keeping your Personal Records

Estate Planning Checklist

For your Executor

For your Family

Planned Giving Brochure

 

 

Information Request Form

Select the items that apply, and then let us know how to contact you.

Send Will Planning direction letter
Send company literature
Please contact me I would like to book a Complimentary review with the lawyer.

Name
Title
Company
Address
E-mail
Phone

Dying without a Will

Do not die without a Will and leave a mess! - call Stuart Henderson a lawyer in Oakville Ontario (905) 844-3218 specializing in Wills and Estate Planning or visit www.stuarthendersonlawyer.com to book a complimentary 30 minute review.

If you have concerns about dying without a Will you should either have a Will prepared for you by a lawyer or at the very least prepare a Holographic Will. A Will written in your own hand is a document that will help protect your family until you have been able to meet with a lawyer to prepare the proper document.

 

 

  

 

 Protection, Wealth Creation and Management

It's better to have insurance and not need than to need it and not have it.

ProInsure is a Life Insurance Brokerage Agency located in Oakville, Ontario.

472 Caesar Avenue, Oakville, ON, L6J 3Z2 - 905-815-7186