Where To Start

Start with a plan today! Reading this website is a good start. Here are some suggested steps to put your legal intentions into effect.

1Choose a lawyer. Ask friends, family, or financial advisors for recommendations. The Law Society of Upper Canada has a list of estate lawyers in your area.

2Make exploratory calls to lawyers and choose one.

3Begin an inventory of your assets and liabilities. Contact your financial advisor to assess your financial goals. Estate planning requires both financial and legal advice.

4Meet with your lawyer once an inventory is done to map out your intentions that align with your financial goals.

5Sign your Will and Powers of Attorney.