If you're looking for guidance with getting your basic estate documents created.
* This includes the 3 basic estate documents: Will, Enduring Power of Attorney, Representation Agreement for Health
This is our most common package and applies to the majority of Estates
If your estate includes rental properties, small business or you are a proprietor, this package is required.
An answer of “NO” to any of these questions - start with the Basic Package.
An answer of “NO” to any of these questions - start with the Standard Package.
Typically the commercial package is for clients holding personal recreational property, Rental Property, Shares in a personally held Canadian Corporation or an advanced portfolio in multiple asset classes and do not have a yes answer to the following questions.
An answer of “NO” to any of these questions - start with the Commercial Package.
It's one phone call with a Certified Estate Coordinator that you will answer all your questions...guaranteed!
An estate plan goes much further than a will. Not only does it deal with the distribution of assets and legacy wishes, but it may help you and your heirs pay substantially less in taxes, fees, and court costs.
A properly planned estate will leave your family with the resources and legacy you want them to have, not the burden & stress than most non-planned estates cause.
Why Use A Canadian Estate Planning Coordinator?
Canadian Estate Planning Coordinators are specialists trained in all elements of planning estates. More specifically, they are certified in the specific process outlined within the Canadian Estate Planning Guide.
While you're not required to use the services of a Canadian Estate Planning Coordinator, the value you receive from having a direct line of communication together will be invaluable not only in the knowledge but the accountability to complete your guide.
Creating peace of mind
and thoughtful efficient estates
with a focus on the living.
Your contact information will not be sold or shared with any outside organizations. It's only used to communicate with you about your estate planning journey.
I knew we needed to get our wills completed but I didn't know how to start; it was so overwhelming for me. We spoke to Barb and she guided us through everything and it's all coming together! Thank you for the peace of mind, Barb!
Barb has been an incredible asset to me and my business; she looks at the entire picture, providing a holistic approach and has helped me clarify goals, maximize investments AND save me money in taxes. She is a very thoughtful, excellent communicator who has many skills. We are in the process of estate planning and could not be happier with her service. For the same price as getting a basic will made up through a lawyer, Barb provides a step by step complete package that will make an executor’s job easy and seamless! Barb acts with integrity and takes time to give all the options available, I trust her to make the best choices with my hard earned money. She has been the person I have been looking for to take my business to a higher level.
Actually you can't imagine how relieved I am to have a clearer path in front of us and we have you and Mike to thank! I will share my experience with others.
In all honesty most don't think about all that is involved when a loved one passes. It's just not part of our daily conversations. I'm here to tell all my friends and family that this is a conversation you need to have with your family. Plan for the future. Because as we know with all the good times in life there is also a difficult side. If you are wanting to discuss your needs with someone 100% on your side, I have no problem telling anyone about Barb and what service she provides through Canadian Estate Coordinators.
The peace of mind you will receive knowing that your estate has been planned will allow you to enjoy your life more.
Our partnership with Canadian Legal Wills allows us to access legal information about wills and estate planning on your behalf. They have the best, streamlined processes available online, which provides for multiple capacities. With Canadian Legal Wills, you will be the author of your own will, creating it on their website, with the option of lifetime membership. Read our Terms of Agreement.
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