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Estate Planning
Will Alignment, Beneficiary Optimization & Succession Planning | Edmonton & Across Canada
Protect What You've Built: Estate Planning Done Right
DeHaan Private Wealth provides estate planning in Edmonton and across Canada to ensure your assets go where you intend, with as little tax and complexity as possible. As a Certified Financial Advisor–led firm, we coordinate wills, beneficiary designations, insurance, and corporate structures so your family is looked after and your wishes are carried out clearly.
Three Pillars of Your Estate Planning
Estate Structure
Aligns wills, powers of attorney, and beneficiary designations with your actual wishes. Closes gaps between what’s on paper and what really happens, including complex family situations and blended families.
Tax & Probate Efficiency
Identifies ways to reduce or defer tax at death, minimize probate where appropriate, and keep more value in your estate. Coordinates RRSP/RRIF, TFSA, non-registered, and corporate assets with your legal documents.
Succession & Legacy
Plans for business succession, charitable giving, and multi-generation wealth transfer. Helps avoid disputes, unequal outcomes, and confusion for executors and beneficiaries.
Worried Your Estate Plan Has Costly Gaps?
Outdated wills? Beneficiary designations that don’t match your intentions? Corporate assets with no clear succession plan?
70% of Canadians have no estate plan–meaning heirs face probate chaos, taxes, and family fights
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No coordinated plan between will, insurance, and registered accounts
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Outdated or missing powers of attorney and personal directives
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Corporate shares are passing inefficiently or to the wrong people
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Heirs are facing large, unexpected tax bills or probate delays
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Family conflict risk because “the plan” only exists in your head
Your estate deserves more than generic paperwork. It needs a coordinated plan.
Six Steps to a Clear, Coordinated Estate Plan
01
Clarify Wishes and Priorities
We start with what matters most: who you want to protect, how you want assets handled, and any business or charitable goals.
02
Gather Legal and Financial Documents
Existing wills, POAs, corporate documents, insurance policies, investment statements, and beneficiary forms are reviewed together.
03
Identify Gaps and Risks
We flag conflicts between documents, tax exposures at death, beneficiary issues, and succession risks for business owners.
04
Design the Estate Strategy
You receive a coordinated estate roadmap: recommended changes to documents, ownership structures, insurance, and account setup.
05
Implement With Your Professionals
We work alongside your lawyer and tax advisor, or connect you with trusted professionals, to put the plan into legal form.
06
Review as Life Changes
Regular reviews after major life or business changes keep your estate plan current and aligned with your wishes.
What Your Estate Plan Delivers
Your estate plan turns into practical clarity:
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Who receives what, and when
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How taxes will be handled and funded
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Exactly how your business or corporation will be transferred or wound down
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Who is responsible for decisions if you’re unable to act
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How to keep things as simple and conflict-free as possible for your family
What if your estate transferred exactly as planned?
Your Estate Planning Advantage
Beyond Checklists. Coordinated Family Protection.
Banks handle products. DeHaan Private Wealth coordinates your full estate strategy for Edmonton families and businesses across Canada (AB, BC, SK, ON, PEI+).
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Full document review: Wills, POAs, beneficiaries aligned
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Business succession planning: Corporate shares transferred efficiently
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Ongoing life-change reviews: Keep your plan current
Estate structure | Tax efficiency | Family clarity
Built for Families and Business Owners Like You
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Professionals wanting their spouse and children clearly protected
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Business owners needing a plan for shares, partners, and successors
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Blended families wanting fair, intentional distributions
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Aging parents wanting to simplify things for executors and attorneys
We are based in Edmonton and support clients across AB, BC, SK, ON, and PEI using secure remote meetings. New clients are always welcome, regardless of where you are starting.
How We Serve Your Estate Planning Needs
Estate planning review
Assessment of current will, POAs, and beneficiary setup.
Coordinated estate roadmap
Clear recommendations for legal, tax, and ownership structure changes.
Tax and probate efficiency strategies
Ways to reduce or defer tax and simplify estate administration.
Business succession guidance
Options for buy-sell planning, share transfer, and corporate cleanup.
Insurance and liquidity planning
Ensuring cash is available to fund taxes and equalize inheritances.
Ongoing estate support
Check-ins when family, health, or business circumstances change.
Estate Planning Questions Answered
Important Disclosure:
Estate and tax planning are provided in collaboration with qualified legal and tax professionals. Recommendations are based on your circumstances and are not legal advice. Clients should obtain independent legal and tax advice before implementing any estate strategies.
