Estate & Will Planning

A well thought out professionally drafted Will, and Powers of Attorney (medical and property) are important at any stage of adult life, and essential to ensuring your wishes are carried out.  At Bocking Financial Solutions we take the time to consult with you on relevant issues such as:

  • Beneficiary designations
  • Making your estate tax efficient to maximize benefits to heirs
  • Strategies to consider when organizing your financial affairs

In addition we can provide you with tools that will help you prepare for a meaningful dialogue with your lawyer and members of your family. Articles and videos courtesy of Manulife Investments:

Where there’s a Will...

Is Your Estate Plan on Track?

Our Recommendation

  • We strongly recommend that you consult with your lawyer to properly prepare your Will and Powers of Attorney
  • Will Planning Workbook
  • Communicate with family members and ensure they know who to contact
  • Personal & Financial Organizer
  • If you do not have a lawyer, we are happy to refer several lawyers in the Durham Region