Estate planning

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

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


  • 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


For questions, please email us.



Canada is celebrating its 150th anniversary. We’re celebrating you, Canadian CPAs. Tell us why you’re proud to be a Canadian CPA. Then watch for our big celebration in July.

Gain practical organizational insights and learn from industry experts at this annual event for not-for-profit financial leaders.