Professionals · Also relevant
An estate plan that includes the corporation
Professional corporations, holding companies and registered plans each pass differently. The plan has to reflect all of them, not just the personal will.
What the plan covers
Corporate assets
Where surplus sits and how it is taxed when the shares transfer.
Beneficiaries
Designations reviewed across registered plans and policies.
Liquidity
Cash available so the estate is not forced into a rushed sale.
Professional coordination
Work aligned with your lawyer and accountant.
Review your estate structure
We will identify the gaps between your documents and your holdings.
Information on this page is general in nature. Recommendations depend on your circumstances and may involve coordination with other licensed professionals.