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Estate Planning and Taxation in Canada
Chapters

1Legal and Regulatory Foundations of Canadian Estate Planning

2Core Tax Concepts at Death and for Estates

3Wills, Beneficiary Designations, and Family Law Impacts

4Probate, Intestacy, and the Estate Administration Process

Applying for probate/estate certificatesEstate administration tax/fees by provinceBond requirements, waivers, and consentsIntestacy distribution patterns and prioritiesSmall estate procedures and affidavitsAsset discovery, valuation, and liabilitiesNotifying beneficiaries and creditorsPassing of accounts and court oversightCRA clearance certificates and auditsManaging digital and crypto assets in estatesForeign assets and ancillary probateEstate debts, priorities, and insolvencyInterim distributions, holdbacks, and releasesExecutor compensation, fees, and taxationTimelines, checklists, and common pitfalls

5Incapacity Planning: Powers of Attorney and Personal Care

6Trusts: Types, Taxation, and Practical Uses

7Registered Plans and Pensions in Estate Planning

8Property, Investments, and Real Estate

9Business Owners, Private Corporations, and Special Assets

10Insurance, Charitable Giving, Cross-Border, and Advanced Strategies

Courses/Estate Planning and Taxation in Canada/Probate, Intestacy, and the Estate Administration Process

Probate, Intestacy, and the Estate Administration Process

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Navigate probate, small estate paths, intestacy rules, and the executor’s practical workflow and risks.

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Estate administration tax/fees by province

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