Canadian Estate Planning Guide


Disclaimers & Disclosures

Disclosure of Information - Privacy Statement:


Clients hereby agree to allow Plan My Estate and Canadian Estate Coordinators access to personal information and/or documents and the information is bound by the terms of our Privacy Statement and those of our affiliates and service providers.  Collection and storage of personal information including surveys will be maintained for on-going client service and training purposes through our service providers.  

Plan My Estate and Canadian Estate Coordinators, and its affiliates agree all client information and material received via the LegalWills.ca website and Canadian Estate Coordinator processes will be kept in the strictest confidence and will not be disclosed to any third party without your consent. However, you may authorize Plan My Estate and Canadian Estate Coordinators to disclose information to Third Parties to assist you with current or future matters or areas of interest either by clicking the appropriate boxes on the New Client Disclosure form or specifically in correspondence. 

Some clients will be referred to us from a third party after having established a customer relationship with that third party. If a client of a third party referral uses any of our services, access to personally identifiable information collected by LegalWills.ca, Plan My Estate and Canadian Estate Coordinators may be shared with the third party through client's consent.


CEC Disclosure:


The CEC Coordinators have received CEA certifications from The Canadian Institute of Certified Executor Advisors.  The CEC services are intended to assist clients understand differences between common Estate Documents and their uses.  

The CEA also provides a broad, practical knowledge of the 17 disciplines required to advise an executor / executrix.  This specialized knowledge empowers CEC Coordinators to inform and engage with executor / executrix; who are often the most trusted and influential people in a testator’s life.  Our Coordinators understand the executor / executrix role as being vested with moral and legal obligations for a successful estate settlement.


The CEC Coordinators may have multiple licenses in multiple jurisdictions pertaining to other professions and / or services.  A complete list of licenses held by your Coordinator are available upon request. Where your questions lead to specific recommendations of an insurance nature an introduction to a licensed insurance professional in your jurisdiction will be arranged.

Canadian Legal Wills is a separate entity from Canadian Estate Coordinators.  We utilize the on-line platform of Canadian Legal Wills to assist you in creating your own Will and other Estate Documents.  Canadian Estate Coordinators are members of the Canadian Legal Wills affiliate program. The storage of all client estate documents are contained within Canadian Legal Wills website.  The client may agree to share access to Estate Documents with CEC Coordinators. Additional support, services, information and membership options are available through the customer support portal by emailing support@legalwills.ca

Further inquiries about the services of Canadian Estate Coordinators can be made by emailing barb@planmyestate.ca


Disclaimer:


CEC does not provide legal opinions or paralegal services.  CEC does not provide tax opinions or advice. Access to a legal or tax professional in your region may be arranged by CEC upon your special request.  CEC is not responsible for legal or accounting costs if incurred by your engagement of outside professional services. Any Legal or Accounting costs arranged through CEC will be fully disclosed and agreed upon with the client and CEC prior to any engagement for such services.

Copyright 2019 - Canadian Estate Planning Guide