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Wills & Estate Planning

Wills

Probate Fees

When Someone Dies - including links to federal/provincial/territorial websites

Income Taxes of Deceased Taxpayer

Life Insurance / Medical Assistance in Dying (MAID)

Before You Die

Digital Assets

Estate Planning Resources

Wills

Advantages of having a will

What happens if you die without a will?

Do you need a lawyer to write a legal will?

Does a will need to be registered?

Who can challenge a will?

Sample will

Estate Planning, Probate Fees, Bare Trusts

Bare Trusts, Joint Ownership,  Estate Planning, Minimize Probate Fees

 - Joint tenancy, multiple wills, value of estate, T3 trust returns for bare trusts

Probate fees by province/territory

When Someone Dies

What to do when someone dies - includes:

What happens to debts of the deceased?

Deemed disposition of capital property upon death

Death of a Taxpayer / Loss on Residence Sold by Estate

Income Taxes of Deceased Taxpayer

Tax Returns of a Deceased Taxpayer

OAS Clawback for a Deceased Taxpayer

Are gifts or inheritances taxable? - Includes information on consequences of selling capital property non-arm's length for less than fair market value

How are RRSPs and RRIFs taxed at death?

Donations in the year of death and in the will, qualified donee as beneficiary of RRSP, RRIF, TFSA or life insurance policy

Life Insurance / Medical Assistance in Dying (MAID)

The Impact of Medical Assistance in Dying on Life Insurance and Some Other Mentionables - from All About Estates

Before You Die

The executor of your estate will spend countless hours performing all the tasks that need to be done after you die.  To make things easier for them, and to ensure that your assets are distributed in the manner you want, make your will as clear as possible, and provide documentation for your executor and heirs.  For an excellent article on this, see BDO's The Best of The Blunt Bean Counter - Estate Planning - A Tale of a Father's Selfless Act of Love.

Digital Assets

If you have:

then hopefully you have the information/passwords/private keys for these accounts/assets in a safe place and have let the executor of your estate know where to find the information.

Other Estate Planning Resources

Watch! Current Estate Planning Tools and Challenges

Jos Herman CPA, CA, CFP, CLU, TEP from Resources & Solutions Professional Corporation and Joseph Devaney CPA CA from Video Tax News discuss important estate planning topics and some of their challenges:

Digital Estate Planning on the All About Estates website, written by  Dave Madan, Market Lead and Manager, Scotiatrust

Tax Tip:  Plan ahead by making a will and ensuring your wishes are known.

Revised: September 27, 2025

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