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
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.
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
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?
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.
Little details that matter
Estate planning services are offered through National Bank subsidiaries. Estate planning professionals operate on behalf of National Bank Financial, a subsidiary of National Bank.
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