Plan My Estate with Barb MacKay – Plan My Estate | Canadian Estate Planning Guide
Canadian Estate Planning Guide

Plan Your Estate
& Protect Your Legacy

Plan Your Estate
& Protect Your Legacy

Is your estate a life's junk drawer or a well organized safety deposit box?

Download A Free Will & Estate Planning Toolkit Here

Barb MacKay

Barb MacKay

Castlegar, British Columbia
barb@planmyestate.ca

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.

Estate Planning

I'm Your Certified Estate Planning Coordinator


Canadian Estate Coordinators

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.

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.

BASIC

If you're looking for guidance with getting your basic estate documents created.

$

199.99

  • 1 hour consultation with coordinator
  • Development Of Will*
  • Secure Document Storage 
  • 9 month review call

* This includes the 3 basic estate documents: Will, Enduring Power of Attorney, Representation Agreement for Health

COMMERCIAL

If your estate includes rental properties, small business or you are a proprietor, this package is required.

$

1299.99

  • Basic & Standard PLUS
  • PLUS 3 additional hours of CEC consultation
  • Executor Candidacy Guideline
  • Executor Resource Guide
  • Review of business assets for estate
  • Corporate and Personal Summary Report 

$1,299.99Purchase Now

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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