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Keyword: Wills

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hand touching digital tablet

Proposed changes would allow technology to be used in drafting and witnessing

last will and testament waiting to be filled and signed

Rule change comes in response to Covid-19

  • By: IE Staff
  • April 16, 2020 June 23, 2020
  • 16:20
mature woman with tablet

The first step in dealing with a client's online accounts is to persuade them of the importance of addressing these assets in a will and estate plan

Labrador retriever with leash is waiting for walk.

Pet owners are showing more interest in making provisions for their furry friends

last will and testament waiting to be filled and signed

IIROC and MFDA advisors could lose their licence if they act as an executor and/or beneficiary

Court ruling shows the need for independent professional advice in cases in which a client's mental state is questionable

Clients who have a will report greater satisfaction with their advisors

Willful aims to reduce the cost and time associated with creating a will

The top two reasons wills are challenged

Matthew Urback explains the two most common reasons clients' wills are contested, leading to a potentially lengthy and costly legal process (Part 2 of 4)

Although people would rather avoid discussing their intentions with their loved ones, much potential future conflict could be mitigated if there’s a will in place