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Home
Our Team
Meet Our Team
Our Partners
Our Approach
Directions to Our Branch
About BMO Nesbitt Burns
Managed & Fee Based Portfolios
Fee Based Portfolios
Managed Portfolio Account
Resources/Wealth Management
Commentary
Research & Market Updates
Managing Your Wealth
Estate & Succession Planning
Wealth Experience Podcast
Gateway - Online Access
Links
Tax Planning
Personal Tax Calendar
Tax Tips for Investors
Tax Free Savings Account
Contact Us
☰
Home
Our Team
Meet Our Team
Our Partners
Our Approach
Directions to Our Branch
About BMO Nesbitt Burns
Managed & Fee Based Portfolios
Fee Based Portfolios
Managed Portfolio Account
Resources/Wealth Management
Commentary
Research & Market Updates
Managing Your Wealth
Estate & Succession Planning
Wealth Experience Podcast
Gateway - Online Access
Links
Tax Planning
Personal Tax Calendar
Tax Tips for Investors
Tax Free Savings Account
Contact Us
Estate & Succession Planning
Estate & Succession Planning
This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property
Estate Information Organizer
An overview of probate planning and fees.
Probate Planning
This article discusses common digital asset considerations and important information for making sure they are properly addressed in your estate plan.
Digital Assets and Your Estate Plan
Executor's Task List
Executor's Task List