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estate planning resources

 

 

We know that while some people prefer to receive information in a face to face meeting, others like to download and peruse at their leisure. Here are some brochures on various estate planning solutions for your viewing pleasure.

 

Keep in mind that the base products used in many of these solutions can be provided by a variety of companies, not just the company whose brochure we chose to showcase here.


Estate Planning Guide

Canada Life

An overview of estate planning, includes a checklist to help you assess your current situation. 

Corporate Estate Transfer

Canada Life

How to release locked-in corporate surplus. 

Corporate Estate Transfer – Case Study

Canada Life

How to release locked-in corporate surplus. 

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