The Contribution of the Will to Estate Planning

This course describes all the good reasons to have a will, and the situation faced by survivors without one. Different forms of will are covered, including those in Quebec. The course illustrates the crucial role of a will in estate planning and the distribution of estate assets. You will learn how the will impacts insurance needs. Advisors who complete this course will:

• better prepare plans for the estate by assessing weaknesses in an existing will,
• professionally plan for the effect of probate,
• provide direction on how to protect assets for beneficiaries through insurance,
• competently estimate whether distribution of assets is according to the wishes of the testator, and
• adroitly compare estate outcomes with a will and without a will.

Sharpen your critical thinking skills about needs. As the Canadian population ages, you’ll want and need to know this information.