Before The Consult: Episode 1 - Will Substitutes
Автор: Campbell Law and Dispute Resolution
Загружено: 2026-01-16
Просмотров: 4
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At Campbell Law Firm, we’re here to help you navigate the world of Will Substitutes in our first episode of Before The Consult 👨⚖️. We want to ensure you receive insights and support that benefits you.
What is a Will Substitutes?
A Will Substitutes is beneficiary designations, other types of gifts outside of a will and may or may not be explicitly mentioned in the last will and testament of a deceased individual. This could be:
📌Mutual Funds
📌 Life Insurance
📌 Jointly-Held Assets (Primary or Secondary Residences)
📌 Trusts
📌 Bank Account
📌Property
The transfer takes affect in a different form, document and/or guidelines.
Main Benefits:
📌 Avoid paying probate tax
📌 Income Tax Act: Roll-over benefits
📌 Transferrable via survivalship
📌 Less Reporting
Have you considered all of your assets? Are you happy with how it is being managed or shared?
Be safe and check your:
📌 Title Documents
📌 Transfer Documents
📌 Policy Documents
If you want to make any changes speak to those that are involved. Feel free to contact us for more questions at:
📞 (416) 588-0609
🛜 CAMPBELLFIRM.CA | NEEDAWILL.CA
📧 [email protected]
📍Unit 5F, 1099 Kingston Rd, Pickering, ON
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