Need Something More?
Check out our self-directed Spouse or Significant Other Wellbeing Course.
Read through the Planning Checklist together. The aim of the checklist is to assess what plans you already have in place and things to consider going forward.
Once you have assessed your situation and needs, it is time to make some decisions about what you want to do. Talk about how you feel about making these plans and consider the benefits of planning ahead. Then make some practical decisions about what items you want to address and how this will get done.
Check out our self-directed Spouse or Significant Other Wellbeing Course.
Financial Consumer Agency of Canada. (2017, April 28). 11.4 Estate planning. https://www.canada.ca/en/financial-consumer-agency/services/financial-toolkit/financial-planning/financial-planning-4.html