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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

 

 

 

 Protection, Wealth Creation and Management

It's better to have insurance and not need it 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