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Managing an estate in Ontario is no easy task—let 'The Estate Trustee's Survival Guide' be your trusted companion.

This step-by-step guide helps you avoid costly mistakes and navigate your role with confidence

  • The #1 mistake most estate trustees make (and how to avoid it)

  • A critical 30-day checklist to help you start off on the right foot

  • How to properly inventory assets and liabilities (so nothing gets missed)

  • Key tax pitfalls that could cost you thousands—don’t get caught off guard

  • How to navigate tricky beneficiary relationships and avoid conflicts

  • A final checklist to close the estate properly and protect yourself from legal liability

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Disclaimer: The services provided by New Dawn Financial Inc. are for financial, estate, and tax planning purposes and are based on professional designations including CFP®, TEP, CEA, and MTI. However, our services do not constitute formal legal, tax, or investment advice. We recommend consulting with a licensed lawyer for legal matters, a registered tax professional for tax filings and disputes, and a licensed investment advisor for specific securities recommendations.

When New Dawn Financial Inc. acts as an estate trustee or under a power of attorney, an estate bank account is opened in the estate’s name with a recognized financial institution. New Dawn Financial Inc. is not a Trust Company, nor a lending or deposit-taking institution.

All content on this website is for informational purposes only and should not be relied upon as personalized financial, legal, or tax advice. While we strive to provide accurate and up-to-date information, we make no warranties regarding its completeness or accuracy. Financial regulations and tax laws change frequently, and users should seek professional advice specific to their circumstances.

By using this website, you acknowledge that no client relationship is formed until a written agreement is signed. New Dawn Financial Inc. assumes no liability for decisions made based on the information provided herein

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