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Estate planning
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Provincial probate/verification fees and tax chart
A reference chart which outlines probate fees and tax based on the value of an estate applicable to each province.
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Wills 101 (national edition)
Need to make a will? Follow our guide and learn about what happens if you do or do not have a will.
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Alter ego trusts: the answer to probate fees? (national edition)
Alter ego trusts boast creditor protection and probate fee savings. But so do segregated funds and insurance GICs, which are simpler and more affordable.
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Are your investments protected from creditors? (Quebec edition)
Investments are protected from creditors by federal and provincial laws. Whether it's no-strings-attached or limited varies by province and type of investment.
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Are your investments protected from creditors?
Investments are protected from creditors by federal and provincial laws. Whether it's no-strings-attached or limited varies by province and type of investment.
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Protect your legacy: Take advantage of Segregated Fund Contracts to empower your bequests (Quebec Edition)
Ensure your family inherits quickly and cost-effectively
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Common wealth transfer mistakes (national edition)¹
Transferring assets so they end up with the people selected in the manner intended doesn't always go as planned.
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Protect your legacy: Take advantage of segregated fund contracts to empower your bequests (national edition)¹
Ensure your family inherits quickly and cost-effectively
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Will planning workbook
This will planning workbook is designed to prepare you for your meeting with the lawyer who will be drafting your Will.
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The value of naming a beneficiary
Manulife segregated funds and GICs let owners name a beneficiary, and avoid probate, save substantially on fees, and maintain their confidentiality.
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