Ensuring your peace of mind: the basics of a will and a disability mandate

01 November, 2022 Dominique Lepine

Even though you probably prefer not to have to think about it, has the time come for you to make or update your will, mandate in case of incapacity or advance medical directives ? Discover in this video all the advice from Dominique Lépine, financial advisor.

First, if you do not want the law to decide for you how your assets will be distributed upon your death, make sure you have a proper will and do not hesitate to opt for a holographic will if necessary in order to have at least one version of your last wishes legally recorded.

Next, take the time to draft a mandate in case of incapacity, a document that comes into play when someone is no longer able to make their own decisions and which will allow you to designate a trusted person to manage your financial and medical affairs, in the event that you are unable to do so.

Advance medical directives , on the other hand, are often unknown to the general public, but they will allow you to express your wishes regarding the medical care you wish to receive or refuse in specific situations , such as the end of life or an inability to make medical decisions.

It is of course essential to review these documents regularly, especially in the event of significant changes in your life , such as the birth of a child, a new spouse, a separation or significant changes in your financial situation. Act now and update your legal documents if necessary, as estate planning is essential to ensure the protection of your loved ones and the respect of your wishes in the event of incapacity or death.

For more tips on completing these essential documents , take a few minutes to watch this video!

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