- Initial publication
- Four-stage framework: foundations, building, preserving, after
- 6 program deep-dives: will, POA, beneficiary designations, principal residence exemption, spousal rollover, trusts
- 10 ranked landmines with cost estimates
- 8 hub FAQs covering probate, final return, inheritance tax, digital assets, disinheriting, provincial rules
- 22-term glossary including GRE, alter ego trust, estate freeze, holograph, personal directive
- Decision flow: DIY vs lawyer vs custom planning
- 3 stacking scenarios (simple spouse-only, cottage-non-spouse, business-owner)
- 10 external citations (CRA multiple pages, provincial resources, Éducaloi for Quebec, law societies)
- Master checklist: 41 items across 4 stages
Changelog · Estate planning in Canada
What we've updated, when
Every material content update to the estate planning in canada journey, dated and reviewer-signed. If you bookmarked an earlier version, check here for what's changed since.