Estate Planning and a Divorce Checklist

You need to review your estate planning whenever you have a change in your relationships. Determine if changes require you to create or revise your:

1. Will for protection

2. Trust for beneficiaries

3. Guardians for minors

4. Executors to administer estate

5. New powers of attorney for property

6. New powers of attorney for health care

7. Designated beneficiaries, RRSPs, etc.

8. Buy life insurance (to create an estate)

9. Parents’ estate planning documents

10. Employee benefits, passwords, access codes

11. Re-title assets, deeds, transfers, etc.

12. Notify third parties of changes

Find out more here.