Estate Information Organizer
has their own system for filing important documents and financial
information and can easily access this information when needed. However,
if someone else were to step into your shoes, would they know where you
keep your Will, life insurance policies or your safety deposit box?
Estate Information Organizer will help your family, Executor or Power
of Attorney locate all of your important documents and the other
information that will be needed to administer your estate. You can
specify where documents or accounts are located and the appropriate
contact person. It will be invaluable to your Executor and it will help
to ensure that none of your wishes are overlooked.
For a complimentary copy of the The Estate Information Organizer, please email
our team with your name and address and we will be happy to send you a copy of this valuable resource.
|Our Estate Plan is Simple: More Estate, Less Tax
talking about death and taxes is never easy, estate planning is too
important to ignore. It is an essential component of wealth management
and completes the financial planning process.
BMO Nesbitt Burns
has just updated and published a series of articles discussing various
estate planning issues. If any of the titles below are of interest to
you, please click below:
U.S. Estate Tax For Canadians
Joint Ownership of Property: Pros & Cons
Your Plan for the Family Vacation Property
Executors Task List
The Perils of Appointing a Non-Resident Trustee
Is it Wise to Make Gifts to Adult Children?