Estate Planning: A 10-Step Roadmap

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Estate planning is often misunderstood as the simple act of drafting a Will. In reality, a successful estate plan is a dynamic, multi-disciplinary strategy designed to navigate complex financial, legal, and personal milestones. This presentation goes beyond basic documentation to provide a 10-step roadmap for organizing assets and ensuring that estate intentions are effectively implemented. This session starts by identifying the professionals required to spot technical hurdles before they arise. From there, it dives into the mechanics of asset architecture, exploring how to inventory worldwide holdings and utilize "outside the estate" vehicles like TFSAs and life insurance to bypass probate costs and court-verified delays. The session concludes with a deep dive into the technicalities of t

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