{"id":24304,"date":"2023-08-30T11:36:42","date_gmt":"2023-08-30T18:36:42","guid":{"rendered":"https:\/\/genuscap.com\/?p=24304"},"modified":"2026-03-17T13:37:29","modified_gmt":"2026-03-17T20:37:29","slug":"comment-faciliter-votre-testament-et-votre-planification-successorale-pour-votre-famille","status":"publish","type":"post","link":"https:\/\/genuscap.com\/fr\/how-to-make-your-will-and-estate-planning-easier-on-your-family\/","title":{"rendered":"Comment rendre votre testament et votre planification successorale plus faciles pour votre famille ?"},"content":{"rendered":"\t\t
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It\u2019s not uncommon to get so caught up in building our legacy that we overlook the need for careful will and estate planning around what happens to our assets when we pass away. And for some, it\u2019s just too difficult to think about.\u00a0<\/span><\/p>

The latest figures from the Angus Reid Institute show that <\/span>the number of Canadians without a last will and testament\u00b9<\/span><\/a> has hovered stubbornly at 50 percent. But how many of us would reconsider if we knew that not having a legal estate plan in place actually puts our vision, values and assets at risk, and creates a lot of unnecessary work and stress for our loved ones?\u00a0\u00a0<\/span><\/p>

Only one in four Canadians surveyed under the age of 35 said they had a will, and half of those between 45 and 54 say the same.<\/span> But no matter your age, the consequences of not having a clear estate plan and instructions can not only leave your loved ones struggling, but could also result in lengthy, expensive legal proceedings to divide up your estate in ways you never intended, or worse, against the values you worked so hard to establish.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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In this case, perfection is the enemy of done, according to Nicole Garton, lawyer and president of Heritage Trust, who joined us in a recent <\/span>webinar on estate planning<\/span><\/a>. \u201cRoughly right is better than not done at all,\u201d she says. \u201cEven if it\u2019s just a rough approximation of who you think should act in these roles or an approximation of what you want, that is 100 percent better than not getting it done.\u201d<\/span><\/p>

The estate planning process doesn\u2019t have to be overwhelming. Just a few simple steps can help support your beneficiaries and ensure your wishes become a reality. <\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Leave a legal roadmap for those left behind<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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The basic legal documents like a will, enduring power of attorney for finances, and health care directives are important. But it\u2019s also paramount that your family and executors know where to find the information they need.<\/span><\/p>

Garton says while experiencing the grief and shock of losing a loved one, she has seen family members scramble to get basic information like insurance details, track down paperwork or uncover the keys to properties or vehicles.\u00a0<\/span><\/p>

\u201cThose immediate issues were very stressful for family members,\u201d she says. \u201cOrganizing and consolidating important information and documents will help your family avoid delays, increased costs, omissions and added stress.\u201d<\/span><\/p>

An estate binder can be assembled to keep important information in one place. The records can be kept on paper, digitally or some combination of both. Whatever you decide, Garton provides a blueprint for your binder in the book <\/span>Before It\u2019s Too Late: the Estate Organizer Guide for Canadians\u00b2<\/span><\/a>.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Couples should each have their own binder, and they should be kept somewhere secure like a personal safe, a lawyer\u2019s vault or a safety deposit box. The binder contains everything from emergency contact information, copies of legal documents and instructions for the care of pets to items like passports, credit cards and keys.<\/span><\/p>

Your family or personal representatives should be able to find everything they need in your binder once you\u2019re gone.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Document your digital assets <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Digital footprints are growing and creating new considerations for estate planning. Currently the average Internet user has more than 150 online accounts and <\/span>the average person has about 100 passwords\u00b3<\/span><\/a>.\u00a0<\/span><\/p>

\u201cAs we\u2019re increasingly digital and paperless, it\u2019s critical that you document this information,\u201d says Garton.\u00a0<\/span><\/p>

This digital documentation should include objects that exist only in electronic form but hold sentimental value like photographs; or actual monetary value, like airline points, or currency like Bitcoin. Then there are digital accounts, which are online access to an underlying asset, accessed on digital devices like phones, computers or tablets.\u00a0<\/span><\/p>

Keeping up with a menagerie of online accounts is no small feat, so Garton recommends focusing on the most important ones. She says password manager applications can help keep the most critical information documented and available to a delegated person. And some social media companies now allow users to appoint legacy contacts to manage their accounts if they pass away.\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\u201cIf you have critically important memories, make sure you are downloading those to a secure backup offline and make sure that your family members know where to access that,\u201d says Garton. \u201cIf you\u2019ve got these digital accounts and we can\u2019t get into them [when you\u2019re gone], we end up spending a lot of money with very expensive IT professionals with varying success.\u201d\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Prepare your family to manage your estate<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Typically, estate planning is focused on preparing the assets for your family. But don\u2019t overlook the importance of preparing your family for the assets. Ensuring your beneficiaries understand your plans before you\u2019re gone can help ensure they aren\u2019t caught off guard in your absence.<\/span><\/p>

Before you can prepare your family for your assets, you\u2019ll need to get clear on the purpose of your estate plan \u2013 what are you trying to achieve? For example, are you interested in supporting specific charities or foundations, or would you like to fund post-secondary education for future generations? Once you\u2019ve established your purpose, you\u2019ll have the foundation for a more fulsome plan.<\/span><\/p>

Next, you\u2019ll want to <\/span>communicate your vision<\/span><\/a> for your legacy to your beneficiaries. Share your intentions, the reasons behind your choices and how you see them playing out. This communication can go a long way toward ensuring your vision is carried out (<\/span>lack of communication\u2074<\/span><\/a> can actually lead to the dissipation of family wealth.) But it\u2019s also an opportunity to get input. For example, there\u2019s little point in allocating a vacation home to a beneficiary who doesn’t want to be bothered with upkeep. \u201cIf it\u2019s not aligned with the beneficiaries\u2019 future vision and what they want, it can quickly come undone,\u201d says Genus Portfolio Manager Grant Conroy. \u201cAny level of intentional communication can help.\u201d\u00a0\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Lastly, consider what your beneficiaries may need to know to help them prepare in advance. The rising generation of wealth inheritors have their own unique needs and <\/span>may wrestle with the responsibilities\u2075<\/span><\/a> of their inheritance. \u201cConsider what knowledge might be of help, and consider a plan to try and build it up,\u201d says Conroy. It might require more formalized teaching, such as a stewardship course offered by <\/span>Tamarind Learning<\/span><\/a>, or it may be something you can address in a one-on-one with your intended beneficiary.<\/span><\/p>

Although estate planning might seem tedious, taking a few practical steps can make things easier for those left behind, and give you much needed peace of mind so you can focus on living. \u201cJust get the basics done,\u201d says Garton. \u201cOnce you have the basics done, it\u2019s really, really easy to improve on that.\u201d\u00a0<\/span><\/p>

Looking for guidance with your estate planning and wealth management? <\/span><\/i>Contact a Genus advisor<\/span><\/i><\/a> today. <\/span><\/i><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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References<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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  1. Korzinski, D. (2023) <\/span>Lacking the will: Half of Canadians say they don\u2019t have a last will and testament, including one-in-five aged 55+<\/span><\/i>, <\/span>Angus Reid Institute<\/span><\/i>. Available at: https:\/\/angusreid.org\/canada-will-testament-intestate-dying-without-will\/ (Accessed: 16 August 2023). <\/span><\/li>
  2. The all-in-one workspace for your notes, tasks, wikis, and databases.<\/span><\/i> (no date) <\/span>Notion<\/span><\/i>. Available at: https:\/\/heritagegroup.notion.site\/Before-It-s-Too-Late-the-Estate-Organizer-Guide-for-Canadians-35ab9896c2034c5699a9a4754d951502 (Accessed: 16 August 2023). <\/span><\/li>
  3. Written by Adam Rowe <\/span>et al.<\/span><\/i> (2023) <\/span>Study reveals average person has 100 passwords<\/span><\/i>, <\/span>Tech.co<\/span><\/i>. Available at: https:\/\/tech.co\/password-managers\/how-many-passwords-average-person (Accessed: 16 August 2023). <\/span><\/li>
  4. (2021b) <\/span>How to preserve your legacy of family wealth by redefining what wealth means to you<\/span><\/i>, <\/span>Genus<\/span><\/i>. Available at: https:\/\/genuscap.com\/how-to-preserve-your-legacy-of-family-wealth-by-redefining-what-wealth-means-to-you\/ (Accessed: 16 August 2023). <\/span><\/li>
  5. Pbig.ml.com (no date) <\/span>Inheritance styles: A roadmap to family inheritance<\/span><\/i>, <\/span>PbigMerrillLynch<\/span><\/i>. Available at: https:\/\/pbigaem.fs.ml.com\/articles\/inheritance-styles.html (Accessed: 16 August 2023). <\/span><\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

    Les investisseurs sont de plus en plus pr\u00e9occup\u00e9s par l'\u00e9coblanchiment et l'impact washing : la pratique consistant \u00e0 surestimer les avantages des pratiques ESG d'une entreprise en portefeuille ou \u00e0 sous-estimer certains de leurs inconv\u00e9nients potentiels.<\/p>","protected":false},"author":7,"featured_media":24309,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[16,27],"tags":[110,132],"class_list":["post-24304","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","category-market-insights","tag-blog","tag-grant-conroy"],"acf":[],"yoast_head":"\nHow to Make Your Will and Estate Planning Easier - Genus<\/title>\n<meta name=\"description\" content=\"The estate planning process doesn\u2019t have to be overwhelming. 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