To whom will you bequeath your property and your financial wealth? Life events such as the birth of a child or achieving a certain level of personal stability and professional recognition remind us of the importance of this plan. Organizing your estate and determining the disposition of your assets are decisive steps because they enable you to express your wishes regarding the devolution of your wealth to your loved ones, or to the support of causes dear to you.
Make your balance sheet
In this context, an estate balance sheet will give you a clearer picture of your current situation, and how it will look upon your death. This balance sheet, which you will draw up with your advisor, will be useful to you both personally and in terms of your partnership: it will enable you to make certain corrections or adjustments now, such as adding life insurance or increasing your savings. If you are incorporated, you will need to include provisions facilitating tax strategies for the transfer of your company’s shares upon your death.
Express your wishes
Think about the provisions of your will and decide who you would like to appoint as the liquidator of your estate. Qualified external professionals can guide you through this process and help formalize your decisions. Please note that our notaries do not draw up any legal documents: this must be done by an external notary of your choice.
Specialized services tailored to your needs
Depending on your objectives and the value of your assets, more targeted services are available to you, such as a trustee service for a testamentary trust, tools to assist an independent liquidator, or a complete estate liquidator service.
Our expertise: your team
- Your advisor and financial planner
- Our notaries (depending on the complexity of your situation)
