Your path to peace of mind starts now.
The Canadian Estate Club, a division of Heritage Trust, offers clear and actionable estate organization, planning and administration education to help Canadians to protect their families, their assets and their legacies.
Correct and
up-to-date estate information
The Canadian Estate Club can teach you how to:
get and stay organized,
create an effective estate plan and
administer an estate, should you be tasked with acting as an executor.
Expertise at your finger-tips
Lead and taught by top experts in the field and tailored to the Canadian legal landscape, The Canadian Estate Club is your one-stop source of the latest estate information, resources and tips.
Before It’s Too Late: the Estate Organizer for Canadians
In the event you became incapable or passed away, do your family members and personal representatives know where to locate your critical personal and financial information and documents?
Organizing your most important information and documents will relieve a big burden on your family should anything happen to you. Your preparation and planning now will ensure that your wishes are followed, your assets are managed and your estate is settled in a cost-effective and efficient manner.
Updated to reflect recent developments in digital asset management, the second edition of this book includes downloadable forms that you can edit for your personal circumstances. Having a comprehensive grasp of all your important information, records, wishes and plans will help you feel more informed, up to date and in control.
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Estate Organization Guide! 🎉
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Resources
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Planning for Your Digital Afterlife Checklist
Almost everyone now keeps some part of their life online.
Chances are you may store photos and videos online, use email and social media, perhaps even access your medical records and/or maintain your identity online.
These types of electronic records are commonly referred to as “**digital assets**.” Digital assets represent an increasing share of the assets we leave behind at death.
As many of these assets have financial or sentimental value to you and your family, this checklist will assist you to ensure your digital assets get the attention they deserve when planning your estate.
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The Estate Planning Checklist for Canadians
Estate planning in Canada is more than just creating a will.
Estate planning is putting in place a plan for yourself, your family members and your assets in the event of your incapacity or death.
Creating an estate plan can ease the burden on your loved ones and ensure that your assets pass in a timely and cost-efficient manner to your intended beneficiaries.
This checklist will help you get started and provide a valuable framework to build your own estate plan.