Estate planning

Securing your family's future

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What is estate planning?

Planning your estate lets you decide how you want your assets to be distributed after your death.

You can ensure your wishes are followed and help alleviate the stress your loved ones may face while settling your affairs.

If you recently bought a house, got married or had a baby, it's even more important to start planning your estate!

3 benefits of planning your estate

  • Draft a will to outline your wishes 
  • Leave a legacy and decide how your assets will be distributed 
  • Minimize your tax liability while maximizing your legacy 

 Planning your estate: How to get started

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Article: Everything you need to know about wills and the execution of wills

There are many benefits to preparing your estate: it makes life easier for your loved ones and gives you peace of mind. Our expert answers the most frequently asked questions.

Browse the questions

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Are you interested in donating to a charitable cause?

Continue to support the causes that are important to you by making planned donations.

Tools to plan your estate

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Choosing the right executor is important when it comes to your estate. When you pass away, who will take care of your assets and ensure that the provisions of your will are carried out?

Learn about executors

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Did you know that in the event of your death, an inventory of your assets will be requested? Learn more about our tool that will pass on your important information to your loved ones.

Take inventory

Little details that matter

Legal disclaimers

Estate planning services are offered through National Bank subsidiaries. Estate planning professionals operate on behalf of National Bank Financial, a subsidiary of National Bank.

The contents of this website must not be interpreted, considered or used as if it were financial, legal, fiscal, or other advice. National Bank and its partners in contents will not be liable for any damages that you may incur from such use.

We wish to inform you that the information presented on this website, whether financial, fiscal or regulatory, may not be valid outside the province of Quebec.

Those events, articles and videos are provided by National Bank, its subsidiaries and group entities for information purposes only, and create no legal or contractual obligation for National Bank, its subsidiaries and group entities. The details of this service offering and the conditions herein are subject to change.

The hyperlinks in those events, articles and videos may redirect to external websites not administered by National Bank. The Bank cannot be held liable for the content of external websites or any damages caused by their use.

Views expressed in those events, articles and videos are those of the person being interviewed. They do not necessarily reflect the opinions of National Bank or its subsidiaries. 

For financial or business advice, please consult your National Bank advisor, financial planner or an industry professional (e.g., accountant, tax specialist or lawyer).

Questions about estate planning?

Speak to an advisor for personalized support.

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1 888 835-6281

Monday to Friday, 7 a.m. to 10 p.m. (ET)

Saturday and Sunday, 8 a.m. to 8 p.m. (ET)

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