Legal & Financial
Legal and financial planning for seniors isn't just about wills. Powers of attorney, trusts, benefit entitlements, and tax planning all matter, and the window to put things in order is often narrower than people expect. Start early.
Guides & articles
Practical information to help you make confident decisions.
- Paying for Care: The Money Conversation Without the Sales PitchThe six layers families should use in order, from public programs to the family home, and the honest case for and against each.Read more →
- The Five Legal Documents Every Family Needs, in Plain LanguageWills, powers of attorney, and written wishes, why early is everything, and what to do if it already feels too late.Read more →
Step-by-step how-tos
Short skills guides with diagrams, from our How To Guides collection.
Find local services and support
Explore public and community services related to legal & financial. Select your province to see the records available in your area. A public service listing is not a full provider audit.
Choose your province
- Alberta
- British Columbia
- Manitoba
- New Brunswick
- Newfoundland and Labrador
- Nova Scotia
- Ontario
- Prince Edward Island
- Quebec
- Saskatchewan
Directory building in progress
Deeper vetting of legal & financial providers is a separate layer, starting with the Toronto area. Only completed, documented reviews qualify for that label. No business can buy a recommendation.