Helpful Guide to Estate Planning

Does your current estate plan really have your bases covered?

Take this quiz to figure out in ten minutes or less whether the estate planning you’ve already done actually has all of your bases covered. A thorough, thoughtful estate plan—which includes important arrangements as well as a signed will—protects your family and your legacy. It’s beyond worthwhile to get all the details right.

1 Do you have a will?YesNo

1.1 Do you know who will receive your estate if you die without a will? YesNo

2 Have you considered who will be your executor or alternative executor?YesNo

3 Is your executor or alternate executor a non-resident of Canada?YesNo

3.1 Have you been informed of the potential tax consequences?YesNo

4 Have you considered guardianship of your children? YesNo

5 If you are a business owner, do you have a comprehensive succession plan in writing?YesNo

6 Have you considered who you would leave your estate to if something were to happen to your spouse and children? YesNo

7 Are any of your beneficiaries persons with disabilities? YesNo

8 Have you named appropriate beneficiaries and contingent beneficiaries for your RRSPs, annuities, life insurance policies, LIFs and RRIFs, pension plans, and/or RDSPs?YesNo

9 Have you planned for taxes that may be payable on your passing? Are you aware of potential options to mitigate taxes and other costs?YesNo

10 Have you planned for your funeral or end of life event?YesNo

11 Do you know how you (and your spouse) are registered on the title of your property(ies)?YesNo

12 Do you have a power of attorney for your legal and financial affairs?YesNo

12.1 Are you aware of the significant issues that can arise if you do not have a power of attorney?YesNo

13 Do you have a representation agreement that deals with your personal care and health decisions?YesNo

14 If you are 65 years of age or older, are you aware of the potential benefits of Alter Ego Trust or Joint Partner Trust? YesNo

15 Do you have children from a previous relationship and want to ensure you provide for your current spouse and your children? YesNo

16 Do you wish to provide an unequal distribution of your assets/estate to your spouse or children? YesNo

17 Are you aware of the relevant laws in BC? YesNo

Would you like a copy of this form sent to your inbox for your records?YesNo

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Based on your answers, a conversation with our Estate Planning team will be helpful. For insight into how we can create a stress-free, rock-solid estate plan together – see our roadmap below.

Good news: you’re definitely well prepared! We’re glad you have a good handle on your estate planning. If you ever need support to alter your will or create new arrangements, we’d be so happy to help. Reach out at 604-546-6345 or estateplanning@maclg.com

I love helping people through a difficult time either with planning for when they are gone, or helping those left behind when someone close to them passes away.

- Stacey Gallie

Not every profession gets the opportunity to engage with at least three generations of a family in one day. Helping families with inter-generational planning is a privilege & a unique dynamic to wills and estates.

- Allen MacCallum

A Roadmap for Estate Planning Peace of Mind

Creating an estate plan, including a will, doesn’t need to be complicated, time-consuming, or stressful. Our caring estate planning team members will help you cover all of your bases with a simple, supportive process. In the end, you’ll know you did exactly what you needed to do to take care of your family and your legacy. It starts with a phone call, and ends with profound peace of mind.

01

Connect

Schedule your
complimentary
consultation and
receive our
Wills Worksheet.

02

Meet

We’ll discuss your
worksheet, prepare
notes, give advice,
and answer any
questions.

03

Prepare

Our team will
create your
necessary
documents for
your estate plan.

04

Review

We’ll send you
a copy to ensure
your information
is correct.

05

Sign

When you’re confident with your plan, we’ll make it official

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