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Estate Planning Checklist Your estate plan is a collection of documents with clear instructions on how to proceed with your assets if you become incapacitated or when you die.
Young or old, wealthy or middle class, an estate plan can reduce the taxes and expenses of an estate, simplify and speed the transition of assets to your beneficiaries and ensure beneficiaries are protected. The purpose of this publication is to provide an overview of the estate planning process and address the main elements of an estate plan.
An estate plan can reflect your values today and what you’d like for your loved ones for the future. Use this checklist to guide you through some key components that make up an effective estate plan.
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& Estate Planning Services Checklist of Executor’s Duties This guide provides general information about the role of the executor, fees, and a checklist of assets that typically an executor would deal with when administering an estate. Note: Some information contained in this checklist may not apply in Quebec.
Minimizes estate administration time and expense, including probate fees, legal and executor fees, and other fees, taxes, and expenses. These goals may conflict. Frequently it is important to balance them and to make trade-offs. Who should have an estate plan?
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Will Workbook outlines a systematic process to help you gather and organize the information needed to prepare your will. Drafting a will can seem complicated. Completing this workbook will help you think things through and organize information for your will. Not all items in this workbook will apply to you.
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Estate planning checklist. Review the tips below. Decide if each one is suitable for you or not, if you plan to do it, or if you need to look into it more ...
