---
title: "System Enhancement: Will Preparation"
description: "Update: Cash Deposits"
---

[Skip to content](https://notifications.optimize.ca/notifications/030124#main-content)

# System Enhancement: Will Preparation

[ Notification Update ](https://notifications.optimize.ca/notifications/author/notification-update) Mar 4, 2024 12:00:00 PM

### Contents

[Aug 4, 2023 4:34:38 PM

Canadian Market Closure: August 7th 2023

](https://notifications.optimize.ca/notifications/040823) [Apr 23, 2024 10:53:57 AM

Tax Deadline Reminder

](https://notifications.optimize.ca/notifications/040823-0-2-0-0) [Aug 25, 2023 8:00:00 AM

Effective September 15, 2023, please know that GICs must be purchased for clients exclusively through our custodian NBIN

](https://notifications.optimize.ca/notifications/082523)

Please be advised that the Will Preparation process has been enhanced to streamline the client experience and reduce the communication timelines between teams and clients during the Will Preparation process. Additionally, we have introduced a new client-facing will companion document that shares a few best practices for clients once their will has been signed and witnessed.

 

To familiarize yourself with the changes to the process. Please read the Will Preparation Best Practices guide below as well as the new client-facing companion document: ‘Best Practices for your Will’.

 

[Read the latest Will Preparation Best Practices Guide here](https://portal.optimize.ca/marketing/will-preparation-best-practices-handbook)

 

[Read the client-facing companion document: ‘Best Practices for your Will’ here](https://portal.optimize.ca/best-practices-for-your-will)

[Aug 4, 2023 4:34:38 PM

Canadian Market Closure: August 7th 2023

](https://notifications.optimize.ca/notifications/040823) [Apr 23, 2024 10:53:57 AM

Tax Deadline Reminder

](https://notifications.optimize.ca/notifications/040823-0-2-0-0) [Aug 25, 2023 8:00:00 AM

Effective September 15, 2023, please know that GICs must be purchased for clients exclusively through our custodian NBIN

](https://notifications.optimize.ca/notifications/082523)

[Previous

Tax Preparation for 2023 Tax Year

](https://notifications.optimize.ca/notifications/040823-0-2)

[Next

Easter Office Closure: March 29th -April 1st, 2024

](https://notifications.optimize.ca/notifications/040823-0-2-0)

```json
{
  "@context" : "https://schema.org",
  "@type" : "BlogPosting",
  "dateModified" : "2024-10-01",
  "datePublished" : "2024-10-01",
  "headline" : "System Enhancement: Will Preparation",
  "image" : [ "" ],
  "mainEntityOfPage" : {
    "@id" : "https://notifications.optimize.ca/notifications/030124",
    "@type" : "WebPage"
  }
}
```