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Estate Planning

Where Do You Go from Here

  

Where Do You Go From Here?

Hopefully have gained a greater appreciation for the issues that exist in estate planning and are now motivated enough to act. Creating your own estate plan will not necessarily be an arduous task but does require a commitment of time and some money.

The following steps should be considered as you begin this process:

  • Follow the six steps outlined in the "Creating Your Estate Plan" section. The most important step is establishing your estate objectives. Take your time.
  • If you require additional information in any of the areas discussed in this publication, speak to a RBC Investments advisor.
  • Speak to an advisor regarding the completion of a financial plan. A financial plan will assist you through the evaluation phase of your estate plan, addressing Will planning and life insurance needs assessment within the context of your overall objectives.
  • If you require additional insurance coverage contact one of our advisor for assistance. A variety of insurance products from many of Canada's leading insurance companies are available through RBC Investments.
  • Develop your estate plan with the assistance of your accountant, lawyer, notary, and advisor.
  • Implement your plan. The most significant hurdle facing you is time. Most often people set out with the best of intentions but never implement. If you have made it this far, make sure you complete the process.
  • Finally, once your estate plan is complete you must recognize that you are still not finished. Your estate plan should be revisited every two to three years to determine if it is still in keeping with your objectives.
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