Plan Your Estate
& Protect Your Legacy
Plan Your Estate
& Protect Your Legacy
Download the FREE Estate Planning Resource Guide Now
Is your estate a life's junk drawer or a well organized safety deposit box?
Who will answer your questions?
Debt: When someone dies with debts like mortgages, the people who inherit their assets may need to qualify with a lender to keep those assets. However, it's not always possible for the beneficiaries to do so.
Insurance: A versatile insurance policy can be designed to help with reducing debts, fulfilling the wishes of the deceased, handling tax obligations, and providing financial support for both the executors and beneficiaries.
Investment: Generally, investments, including real estate, go through a legal process called probate, even if beneficiaries are named. This process can create unnecessary problems, costs, and restrictions for the executor when distributing funds.
Tax: We all have to deal with taxes, even after we pass away. It's the legal responsibility of the executor to ensure that any tax bills from the Canada Revenue Agency (CRA) are paid. However, many Canadians are unaware of the taxes they owe, which can leave their executor liable to the CRA.
Estate: Plan My Estate focuses on the desires of the person making the will and the needs of their loved ones. We help families and business owners achieve peace of mind before death by reducing estate administration costs, minimizing family conflicts, and helping executors avoid mistakes and unnecessary expenses.
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.
DO YOU ALREADY HAVE YOUR ESTATE DOCUMENTS COMPLETED?
Do you desire an estate consult to review continuity and preparedness of your executor and estate plans
Individuals and Family: Review of existing wills and POA documents to determine if reliable trustees and attorneys have a depth of planning and understanding to administer the testators wishes at the time of need. Often, there is confusion or misaligned intentions in a family setting that could be avoided with an estate consult.
Sole Proprietor: If the business is registered as a sole proprietorship, considerations include closing the business with the CRA, alerting creditors, informing customers while tending to the personal needs of the estate.
Real Estate: Primary residence, rental real estate or recreational properties of the testator require additional consultation. Generally, there is a need to align expectations of beneficiaries to the timing and wishes of the testator's gift. Considerations include, capital gains tax, property maintenance, title transfer registration, refinancing or selling costs.
Corporate Consult: Preserve the integrity of the operations and asset values for the beneficiaries of shareholders while respecting the needs of the business and partners.
Estate Settlement Consult: There are efficiencies that can be made to ensure your wishes are delivered once authority has been granted to an executor or POA. Pre-planning is the key to ensuring your wishes are protected and honored.
Executor and POA Consult: These are the most trusted appointments for a testator to consider. Often the complexity of administering an estate can out-match the skills of an executor to understand and navigate on their own. Assessing your appointments and their capacities is critical to proper estate planning.
Estate Cash on Hand Consult: A full report of the expenses your estate will incur and how to position funds for your executor to access quickly. This consult also reviews the team of professionals that need to align.
Fees start at $299 for an hour with $175 every hour after
How Do You Know Which Package Is For You?
An answer of “NO” to any of these questions - start with the Basic Package.
Standard Package (General)
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.
Your next step is to schedule a FREE No Obligation Consult below.
Book Your Free Estate Consultation
It's one phone call with a Certified Estate Coordinator that you will answer all your questions...guaranteed!
It's more than just a will
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.
Matched With A Certified Estate Planning Coodinator
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.
Are you still doing your research?
That's OK...we understand the importance of making the right decision.
Download Our FREE Resource 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.
Experiences from others just like you.
Thank you for the peace of mind
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!
Provides a step by step complete package that will make an executor’s job easy and seamless!
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.
Protect Your Estate...Start Your Planning Today
The peace of mind you will receive knowing that your estate has been planned will allow you to enjoy your life more.
Why have we partnered with Canadian Legal Wills?
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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