Surcon Mahoney Wealth Management | Estate Planning

 

Executor Task List

Have you been appointed Executor of a Will? Our Task List will provide you with some guidance by describing the types of duties you will be required to perform.

Estate Information Organizer

Prepared by BMO Wealth Management, this downloadable organizer can help you keep all documents related to your estate or Power of Attorney in one place.

Top 10 Reasons To Consider a Corporate Executor

Choosing the right Executor is a very important step in the estate planning process. Here are our top 10 reasons to consider a corporate executor, such as Surcon Mahoney Wealth Management.

Appointing an Executor Who is a Non-Resident of Canada

From tax implications to bonding requirements, here are a few things to consider if you plan to appoint an Executor who doesn’t live in Canada.

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Speak with our investment managers today.