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Estate Planning
INCLUSION CANADA NEWFOUNDLAND AND LABRADOR ESTATE PLANNING INITIATIVE
Inclusion Canada Newfoundland and Labrador invites applications for an estate planning initiative for the benefit of persons with intellectual disabilities. This program is applicable to individuals and families who can demonstrate significant financial or social barriers to accessing estate planning services. The objective of estate planning is to protect the transfer of assets to persons with intellectual disabilities in such a way that does not negatively affect their eligibility for government income and support services.
Who is Eligible?
To be eligible for the Estate Planning Initiative, your family must:
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Live in Newfoundland and Labrador
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Have a family member with an intellectual disability to whom you would like to leave or transfer assets through your will or estate;
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Be a member of the Inclusion Canada Newfoundland and Labrador. (Applications are available here or by contacting us at 709-722-0790 or executivedirector@inclusioncanadanl.ca)
How to Apply
To apply for the Estate Planning Initiative, you should complete the application form and mail, fax, or email it to:
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Inclusion Canada Newfoundland and Labrador
P.O. Box 8414
St. John’s, NL A1B 3N7
Fax: 709-722-1325 Email: executivedirector@inclusioncanadanl.ca
Once your application is processed, you will receive notification from Inclusion Canada Newfoundland and Labrador regarding the outcome. If your application is approved, we will endeavor to engage an estate planning professional on your behalf. That individual will contact you directly to discuss your specific needs and the scope of services they are able to provide.
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Download the Estate Planning Initiative application form here.
Why Estate Planning is Important?
Leaving money to other people responsible for the care of a person with a disability who is not protected by a trust can be very risky. There are many things that can affect the intended use of those funds, creating a situation in which your child is left unsupported.
Estate planning is an essential mechanism for ensuring sustained support for someone with a disability after a caregiver is no longer able to fill that role. It enables family members to set a solid foundation for their loved one’s future. And it provides the peace of mind that comes from knowing any assets they might transfer will not end up negatively affecting income and disability supports from the government.
For more information on why estate planning is important, view our presentation here. NFDL Financial Planning Series Part Two - WILLS and TRUSTS
NFDL Financial Planning Series Part Two - WILLS and TRUSTS
For More Information
If you still have questions or if you would like additional support with completing this application, get in touch with us. You can reach us at:
Inclusion Canada Newfoundland and Labrador
18B Mews Place,
P.O. Box 8414
St. John’s, NL A1B 3N7
Phone: 709-722-0790
Email: executivedirector@inclusioncanadanl.ca