Blogs, in-depth articles, professional perspectives, and tools to help you stay ahead in the trust and estate profession.
What Does an Estate Planner Really Do — and What to Consider When Hiring One
When it comes to planning for the future, few steps are more impactful than creating a thoughtful estate plan. Yet for many Canadians, the term estate planner remains unclear, and the importance of working with a true professional, particularly one with the TEP (Trust and Estate Practitioner) designation, is often underestimated.
The STEP Canada National Conference has long been the premier gathering for trust and estate professionals across the country. Now in its 28th year, the conference continues to grow in both scale and impact, bringing together lawyers, accountants, trust officers, financial planners, and other advisors committed to excellence in serving Canadian families and clients.
Many Canadians delay creating a Will, often due to misconceptions about age, asset value, or the complexity of the process. However, dying without a Will (known as dying “intestate”) can lead to unintended consequences for your loved ones.
