Choose your financial and legal planning tools

Your financial and legal planning tool box infographic

Life is unpredictable. At some point, illness or accident or age-related impairment may strike. Suddenly, you’re incapable of handling your affairs. How will your money be managed? How will the bills get paid? Fortunately, there are tools you can put in place now in case you cannot manage your financial affairs and legal matters sometime down the road. With each, we invite you to ask: Is this a good solution for me?

Common questions

Who can help

  • This information applies to British Columbia, Canada
  • Reviewed for legal accuracy in May 2019
  • Time to read: 13 minutes

Reviewed for legal accuracy by

Kevin Smith, Retired lawyer and consultant

Kevin Smith

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We are grateful to work on the unceded traditional territories of the xʷməθkʷəy̓əm (Musqueam), Sḵwx̱wú7mesh (Squamish) and səlilwətaɬ (Tsleil-Waututh) Nations, whose Peoples continue to live on and care for these lands.