Prepare Your Will

While estate planning is about more than simply writing a Will, a Will provides a framework to ensure the distribution of your assets to your heirs in a timely and tax-efficient manner and is an important part of every estate plan.

In its most basic form, a Will appoints your executors who will carry out your instructions, names your beneficiaries who will receive your assets, directs the distribution of your assets, and may also include provisions for trusts or appointment of guardians for minors. Dying without a Will can result in a loss of control of assets, and may require a longer period to settle your estate. Without proper instructions, your family's heirlooms and assets may not be distributed according to your wishes.

A Will is the cornerstone of your estate plan and is essential to ensure your wishes are met after your death.

I would be pleased to introduce you to a CIBC Wood Gundy Estate Planning Specialist* who can work with you to make your Will part of an effective estate planning strategy.

* Financial Security Advisor in Quebec.

Insurance services are available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are available through CIBC Wood Gundy Financial Services (Quebec) Inc.