Insurance services
Estate Planning Insurance
COMPLETE PROTECTION FOR YOUR Real Estate
Estate insurance that customers love and trust
Estate planning insurance policies offered by Protect Family include all mandatory coverages required in Canada.
If you live in Ontario, you can protect yourself and your property with estate insurance from Protect Family. You can personalize your limits, coverages, and deductibles—all online—and receive your policy in minutes.
More Than a Will
An effective estate plan goes beyond just drafting a will. It includes setting up trusts, designating powers of attorney, and ensuring that all aspects of your estate are managed according to your wishes.
Help For Your Loved
Organizing a comprehensive plan can greatly simplify the responsibilities of your executor later on. By clearly outlining your wishes and organizing your documents, you reduce the burden on your loved ones during difficult times.
Simple organization
Starting an estate plan can seem daunting, but with our checklists and guides, we make the process straightforward and manageable.
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Client results
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Frequently Asked Questions
An estate encompasses the total assets of an individual, including all real estate, investments, monetary securities, cash, and other assets that the individual owns or has a controlling interest in.
You already have an estate, comprised of all the property, real estate, and other assets you’ve worked hard to accumulate over your lifetime. Estate planning is the process of ensuring that when you pass away, those assets are managed and distributed in the way you intended.
A will is the most familiar part of an estate plan, but it’s just one component. Your advisor, attorney, public accountant, or tax professional can help you construct a comprehensive plan.
The importance of timely estate planning: Having an estate plan is crucial at any stage of life, but it becomes especially important as you approach retirement. Starting early allows you to thoroughly consider each decision and update your plan as circumstances change, without the pressure of urgency. This proactive approach ensures that when the time comes, your plan is well thought out and ready to be implemented, offering peace of mind to both you and your family.
- Ensure your wishes are carried out.
- Prepare your loved ones for a smoother process.
- Collaborate with a professional for support.
- Feel secure about the future with a plan in place.
- Help protect yourself and your family from common health and dental costs, as well as the expenses associated with disability, critical illness, and long-term care.
When you begin planning, you’ll work with an advisor and any other professionals you may need, like a notary or a lawyer, to walk through a few straightforward steps:
- Define your goals.
- Take inventory of your assets—financial and otherwise.
- Build your plan (your advisor can assist).
- Establish your plan.
- Share your plan with your family, your professional team, and anyone who may be part of your estate.
- Monitor your plan and adjust as needed.
Carol Oliveira
