Estate Planning Assistance

Estate Planning – Executor Selection Tool
This questionnaire will help you determine what assistance you may require to meet your estate planning needs.

Will and Estate Personal Planner and Guide
An easy-to-use planner and guide that outlines the key considerations of planning your Will.

Download a copy now.

Executor Assistance

Estate Complexity – Executor's Tool
This questionnaire will help you determine what assistance you may require to assist you in your role as Executor.

Executor and Trustee Assistance Guide
An easy-to-follow guide for beneficiaries, executors and family members. This booklet provides a practical overview of the things that need to be done and issues that need to be addressed.

Download a copy now.

To view these guides, available in PDF format, you may need to download the free Adobe Acrobat Reader software. If you would like to request a hard copy of these publications, please contact your nearest Estates and Trusts branch.

Glossary of Estates and Trusts Terms

TD Private Client Group Estates and Trusts Specialists would be happy to answer any questions you may have. If you would like to learn more about our services or arrange a meeting with one of our Specialists, please contact the Estates and Trusts branch nearest you by consulting our Estates and Trusts Branch Directory.