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The most important part of your estate plan is a valid, up-to-date, legal will. If you pass away without a will, the government will distribute your estate in accordance with provincial law. Having a will in place can ensure your wishes are fulfilled.
The best and safest way to create a will is to work with an expert, as many do-it-yourself will packages and will kits can leave details open to legal interpretation. We recommend that you work with a lawyer to write your will. That way you can be sure it is a legal document and you can feel confident it has no errors.
G&F Financial Group refers members who need a will to Stuart, Aulinger and Company, based in Vancouver, BC. They have a Will Instructions Questionnaire that you can fill out before you meet with them, to save time and ensure you’ve thought everything through.
Download our recommended Will Instructions Questionnaire to get started organizing the information that you will record in the legal document.
You are continually going through changes in your life and sometimes your circumstances may require that you make changes in your will.
Distributing your estate is more complicated than simply dividing things among your heirs. Here’s what you need to think about when you’re deciding how to distribute your assets and other property:
If this sounds overwhelming to you, we encourage you to start writing down what you DO know in this Will Instructions Questionnaire. Call us at 604-419-8888 if you need help.
Have a close look at what you owe and what you own. Consider these three strategies to help get your finances in order:
Keep in mind that both strategies can be complicated by the individual tax circumstances of your survivors.
We understand that no one looks forward to planning their estate. We also know how important it is to you and your family that it's done right so we are here to help you through this process.
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*G&F Financial Group is the operating trade name of Gulf and Fraser Fishermen’s Credit Union.