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Where Do You Go from Here?

While creating an estate plan is not necessarily an arduous task, it does require a commitment of some time and resources.

The following tips should be considered as you begin this process:

  • Follow the steps outlined in Creating Your Estate Plan.
  • Develop your estate plan with the assistance of your accountant, lawyer, notary and investment advisor.
  • Ask an RBC Dominion Securities Investment Advisor about a financial plan. A financial plan will assist you through the evaluation phase of your estate plan.
  • Implement your plan. The most significant hurdle facing you is time.
  • If you require additional insurance coverage, contact your RBC Dominion Securities Investment Advisor, who can provide access to variety of insurance products from many of Canada's leading insurance companies.
  • Revisit your estate plan every two to three years to determine if it is still in keeping with your objectives.

Take the next step…talk to an advisor.

Our Investment Advisors are here to help recommend the solutions that are best for you. To learn more, please contact an advisor (opens new window) or ask an advisor to contact you.