Canada 
UK
Life After Death
Information Portal
How can I make sure my child who has a disability is provided for when I die?
There are several options to consider when planning to provide for a...
What are my duties as executor?
In the unfortunate event of death, the executor(s) named by a Will...
How can I leave my pension to the person I choose?
Whether pension payments can be left by will to another person...
10 Tips to help you get started as an Executor
Serving as an executor can be a lot more challenging than is...
Things to Consider when Making a Will
The thought of making and planning the distribution of your estate...
Don’t forget your digital assets
Making a list of personal assets is one of the first things that...
Making gifts during your lifetime
It has become increasingly common for parents to give gifts to their...
Who should be executor of my Will?
One of the most important decisions to make when preparing a Will is...
Can I Exclude Dependents From Receiving Assets From My Estate?
Some people may wish to leave money or other assets to individuals or...
Why is CRA investigating my deceased relative’s tax affairs?
When a loved one dies, and you are named executor of the will, or you...
What is Probate? What does it mean to probate a Will?
Probate, from the Latin probare, “to test or prove,”...
What should I look for when choosing a trustee?
If you’re thinking about setting up a trust, either to take effect...
Who should I appoint as legal guardian for my children?
A parent may appoint a guardian and custodian of their child in their...
The risks of not making a will
Making a will can seem like an unpleasant or dreary task to be put...
FIND A TEP
Find contact details for STEP members by searching the Member Directory.