Estate and succession
Organize succession questions before meeting other professionals
This page explains how an advisor can prepare a succession discussion from a reviewed client portrait without exposing wills, beneficiaries, or private family information.
Estimates and illustrations are computed using published CRA and Revenu Québec rules and parameters (2026). · Last updated 2026-06-18
Example scenario
A Québec household owns a home, non-registered investments, registered accounts (REER, CELI), and life insurance. The advisor needs to flag estate liquidity gaps, tax-sensitive holdings, and the documents to gather before seeing a notaire and a tax specialist.
Workflow steps
- Summarize ownership, beneficiaries, liabilities, insurance, and major assets.
- Identify estate liquidity needs, tax-sensitive assets, and missing documents.
- Document follow-up questions for the notaire and tax specialist.
Expected outcome
The advisor has a structured agenda and a documented file for succession, tax, insurance, and family discussions with the qualified professionals.
FAQ
Does AssureConcept draft wills?
No. It helps the advisor prepare and document the file and coordinate with qualified legal and tax professionals, who handle the will and the estate itself.
Can succession content be public without exposing private data?
Yes. This page explains the preparation workflow using representative concepts only; real wills, beneficiaries, and family records stay in the authenticated app.
Related resources
This resource belongs to the Wealth and protection portrait group. Compare the neighbouring resources:
Portfolio consolidation and review
This page describes how an advisor can consolidate investment holdings, fees, and account context into one view to review allocation and concentration before any decision.
Life insurance needs illustration
This page shows how an advisor can document existing coverage, estimated needs, and review notes from a representative case to frame a protection-gap discussion.
Prepare this workflow in AssureConcept
Use the secure application for real client files, reviewed documents, and advisor-ready reports.