Wills, Caledon, ON

A will legally establishes your wishes for after your passing.

Upon your passing, your family members and the executor of your estate will look to your will to uncover your preferences regarding the distribution of your property and other actions. Having a will ensures your assets and personal belongings will go to the beneficiaries or family members you specify.

Wills are not legally required documents, but without one, the laws in your province or territory will determine how your estate gets divided after you pass away. No matter where you are in life’s journey, creating a will is an important aspect of your financial and life plan. With a will, you will be in a better position to make confident decisions about your family, business, and taxation.

Receiving expert advice during the creation of your will is imperative, as these documents have many tax, financial, and legal implications. Trust our partners in Caledon, Ontario to help you create a will that is legally binding while also ensuring the document aligns with the elements in your trust and all-encompassing financial life plan.

You should review and revise your will often to confirm it consistently reflects your wishes and the current state of your finances. Major life changes, such as marriage, divorce, or the birth of a new family member, should also impact how often you update your will.

Adapt to life’s changes and effectively plan for the future by devising a will that complements your wishes and safeguards your decisions about asset division after you pass away. Contact us at BlueRock Wealth Management today for more information about drafting or updating your will.

At BlueRock Wealth Management, we can assist with wills in the Southern Georgian Bay Region, including Collingwood, Creemore, Thornbury, and Wasaga Beach. We also serve most of South and Central Ontario, including Toronto, Oakville, Burlington, Kitchener, Waterloo, Guelph, Caledon, Barrie, Orangeville, Newmarket, Saugeen Shores, and Owen Sound.