Secure Your Legacy: 4 Key Steps to Protect What Matters Most

What would happen to your family if the unexpected were to occur?

Without a will or clear estate plan, your loved ones could face uncertainty, stress, and potential conflict when they need clarity and comfort the most. Taking proactive steps now can ease their burden later.

Here’s how to protect what matters most:

1. Create a comprehensive will that clearly outlines your wishes
A will ensures your assets are distributed according to your intentions. Without one, provincial laws decide—and that might not reflect your values or your family’s needs. A clear, legally sound will brings peace of mind to you and your loved ones.

2. Set up an Enduring Power of Attorney
If you become incapacitated, this legal document allows someone you trust to manage your financial affairs. It prevents costly delays and confusion and seamlessly handles your financial responsibilities.

3. Establish a Personal Directive for medical and personal care
Your health decisions should be in trusted hands. A Personal Directive empowers someone you choose to make important medical and personal care choices on your behalf should you be unable to do so.

4. Plan your estate to minimize taxes and preserve wealth
Thoughtful estate planning helps reduce tax burdens, preserve your assets, and make your family’s transition as smooth as possible. It’s about creating a plan that reflects your values—and protects your legacy.

At Prowse Barrette LLP, we’re here to guide you every step of the way—whether you’re drafting your first will, navigating probate, or managing complex estate matters.

Don’t leave the future to chance.
Let’s build a plan that gives your family the protection they deserve. Contact us today to get started.