Estate planning

Learn how to create a plan to distribute assets, during life or upon death.

Person holding paper cutout of house icon with two hands

Time frame: 60 mins

Learning objectives for participants:

  • understand the what and why of estate planning
  • learn about the various tools of estate planning
    • powers of attorney
    • wills
    • joint accounts
    • gifting
    • trust
  • define dying without a will
  • highlight facts on life insurance

Outline:

  • What is estate planning?
  • estate planning process
  • key ideas
  • tools and aids
  • Q&A

Learning materials:

  • Planning for the End of Life Guide (CPA Canada) — provides the tools and information needed for retirement planning

Questions?

For questions, please email us.

Want a session in your area?

We will provide a CPA volunteer to lead the session with a prepared presentation, activities, handouts and worksheets. Note: If more than one session is needed, please fill out a second form and submit.

Request guidelines:

For more information, visit setting up a financial literacy session.

Request a session

CPA Canada uses this information for the purpose of setting up and coordinating financial literacy sessions for your organization. When necessary, CPA Canada will share this information with CPA volunteers for the purpose of performing this request. We will retain this information for as long as is necessary to fulfil this purpose. For more information and how CPA Canada processes your data, please refer to our privacy policy.