Estate Planning Checklist

We can’t avoid the inevitable, but proper planning can help you provide for your family, make it easier for others to wrap up your affairs, pass on your business or farm to the next generation, or leave a lasting gift to a favourite charity.

In short, you can take comfort in knowing you’ve put your financial affairs in order, so everything you’ve worked a lifetime to build will be managed according to your wishes.

Setting your priorities

Taking an inventory of your estate

Your executor

Your family

Adapted with permission from the Canadian Association of Family Enterprise (CAFE) Estate Planning Checklist.