Is your Will up to date? Are your heirs prepared?

Jan 22, 2019 | Stephanie Woo


Grieving the death of a loved one is often a painful and emotional process. When the death is tragic and unexpected, aspects of that process can become even more complicated.

Settling an estate can include more than 70 individual tasks, ranging from funeral arrangements, managing investments until they are liquidated or transferred, creating an inventory of assets, keeping detailed accounts, identifying and settling any debts, selling real estate and preparing and filing multiple tax returns.

The process generally takes many months - sometimes years - for what may appear to be a simple estate. And, of course, this work needs to be carried out during a very difficult time for the family.

Having early family conversations can be an opportunity to discuss how your wealth should be used once it's been passed on. It can also act as a starting point for teaching family members how to manage their inheritance.

Having a full wealth transfer strategy, including an up-to-date Will and powers of attorney for both property and personal care, can provide much needed peace of mind for those left behind.

Our clients benefit from our wealth management services team who are available to help them and their loved ones gain that peace of mind from an impartial and unemotional perspective to the process. 

Contact Stephanie Woo today at 604.257.3234 to schedule a time to learn more about our estate planning services.