Links

Wills

What every older Canadian should know about: Having a will and making funeral plans

 

Estate Administration

Bank and Trust Company Resources:  Executor’s Checklist 

BMO:  https://www.bmo.com/estate/Task_List_Feature_Sheet_E_v1.pdf

CIBC:  https://www.cibc.com/ca/pdf/advice-centre/executor-checklist-en.pdf

Concentra Trust:  https://www.concentra.ca/reference%20materials/800-452.pdf

RBC: https://www.rbcfinancialplanning.com/_assets-custom/pdf/Executor-Liquidator-Checklist.pdf?pdf=checklist

TD:  https://www.td.com/ca/en/personal-banking/documents/pdf/executor-assist-kit-en.pdf

 

Joint Bank Accounts

Appropriate Use of Joint Accounts
 
What every older Canadian should know about Powers of Attorney and Joint Bank Accounts

 

Understanding Powers of Attorney

Bank requirements for acceptance of a power of attorney
 
What you need to know about a power of attorney

Advanced Planning

Elder Caring provides advice about Home Care, Assisted Living, Caregiving, Elderly Care, and Senior Care. Elder Caring will assess your living situation and make recommendations about living well, whether at home or in assisted living settings.
 
This Plan Well guide is a tool to help you learn about medical treatments and prepare you for decision-making during a serious illness, by helping you communicate important values and preferences. It’s about getting the medical care that’s right for you or your loved one.
 
The Advance Care Planning Kit contain information and questions to help you think about your wishes for care and discuss them with your substitute decision-maker.

 

Financial Abuse Awareness

Tips on recognizing financial abuse 

https://cba.ca/top-forms-of-financial-abuse

What every older Canadian should know about:  Financial abuse

https://www.canada.ca/en/employment-social-development/corporate/seniors/forum/financial-abuse.html

 

Government Sites

Canada Revenue Agency
 
Charities Listing (CRA)
 
The Office of the Public Guardian and Trustee
 
 
Capacity Assessment Office
Includes link to the list of Ontario capacity assessors