What every older Canadian should know about: Having a will and making funeral plans
Bank and Trust Company Resources: Executor’s Checklist
Concentra Trust: https://www.concentra.ca/reference%20materials/800-452.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
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
What every older Canadian should know about: Financial abuse
Canada Revenue Agency
Charities Listing (CRA)
The Office of the Public Guardian and Trustee
The Office of the Children’s Lawyer http://www.attorneygeneral.jus.gov.on.ca/english/family/ocl/index.php
Capacity Assessment Office
Includes link to the list of Ontario capacity assessors