Chapter 15: Wills and Powers of Attorney
In this section
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Passing on the Estate
Discover how assets are transferred to beneficiaries upon death, exploring wills, trusts, joint ownership, beneficiary designations, and key Canadian regulations.
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Other Factors to Consider when Making a Will
Explore essential Canadian considerations for drafting and updating a will, covering guardianship, contingency arrangements, mental capacity, tax implications, and more.
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Probate Procedures to Validate a Will in Canada
Learn about probate procedures in Canada, how wills are validated, and what steps executors must take to properly administer an estate under Canadian regulations.
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Powers of Attorney and Living Wills (Advance Health Care Directives)
Discover the crucial role of Powers of Attorney and Living Wills in financial and personal care planning, including legal requirements, fiduciary duties, and essential Canadian resources.
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Considerations when Dealing with Vulnerable Clients in Canada
Learn essential strategies, best practices, and regulatory requirements for advisors supporting clients who may be at higher risk due to cognitive, physical, or other vulnerabilities.
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