The first step to estate planning is to create an inventory of important personal information. This booklet helps you to identify and understand the key components of your estate. It also prompts you with questions to ask your advisor about the development of your plan. For a fillable version, please contact us.

Estate planning ensures that your assets and earnings can do you the most good while you are alive, and enables you to provide for your heirs after your death. The three fundamental objectives behind creating a plan are to ensure you have adequate funds to cover estate costs, to conserve your wealth and to guarantee fair distribution of your assets upon death.

Administering an estate can be stressful and time-consuming. A complex estate could take several years to settle. Consider appointing CIBC Trust to act as executor of your estate or as co-executor in partnership with a trusted family member or friend. By doing so, you have peace of mind knowing your beneficiaries benefit from our team’s experience and expertise. As corporate executor, CIBC Trust takes an unbiased position in managing your estate and uses an objective approach to fulfilling your wishes.

The role of trustee is complex with often overwhelming responsibilities. Managing and administering a trust can be a lengthy and time-consuming process that could last for many years. CIBC Trust can help you manage this complex process while minimizing risks and providing the expertise required to ensure professional management of the trust and the fulfillment of the family’s wishes.

Are you thinking about who should be your estate executor? Naming an estate trustee or attorney for property is one of the most important, and challenging, parts of estate planning. Administering even a simple estate can take a number of years. Here are some things to think about.

Whether you are a looking for a second opinion or just wanting more information about your investments, we are here to help!