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Estate Planning

If you have accumulated assets during your lifetime, you likely will want to ensure that wealth transitions cost effectively. 

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Personal Record Keeper

Take the time to document the important information in your life, such as your household accounts, savings and insurance plans, and who your professional advisors are. Not only is this a convenient way to keep a better handle on your personal and financial information, it also becomes an invaluable tool for your loved ones should anything happen to you.

Personal Record Keeper  

Will Planning Checklist

Guide to passing on wealth

Executor's Handbook

Will Planning Checklist

There are many decisions you will have to make when you draft a Will. If not thoroughly considered, some of these decisions can have unintended consequences.

Will Planning Checklist


Having Crucial Conversations

Estate planning is done to prepare families for the financial circumstances when a loved one passes away. 

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Guide to passing on wealth

Planning for death is difficult, because it’s an emotional topic. However, to preserve wealth, it’s important to employ a checklist to enable a thorough discussion and encourage trigger questions. 

Guide to passing on wealth


Executor’s Handbook

When you become an Executor you are really becoming a legal Trustee with all the rights and responsibilities that come with that position. This handbook provides you with a solid overview of estate settlement and will hopefully provide you with some useful information and tools to expedite your responsibilities in a timely and competent fashion. 

Executor's Handbook

Jeffrey McKay, Manulife Securities Incorporated and Manulife Securites Insurance Inc. ("Manulife Securities") does not make any representation that the information provided in the 3rd Party articles is accurate and will not accept any responsibility or liability for any inaccuracies in the information or content of any 3rd party articles. Any opinion or advice expressed in the 3rd party article, including the opinion of a Manulife Securities Advisor, should not be construed as, and may not reflect, the opinion or advice of Manulife Securities. The 3rd party articles are provided for information purposes only and  are not meant to provide legal accounting or account advice.