I am now embarking on my second decade of specialized client service through the SQP - Sequential Planning Process. As a personal insurance advisor with over 20 years of experience, I am an active member within my local community. In the past few years, I have expanded my personal and corporate service offerings to include the Plan My Estate platform as a Certified Executor Advisor (CEA) as a Canadian Estate Coordinator member.
Keen to deliver only the best results for my clients, my professional experience allows me to share with clients new perspectives and insights on how someone's Will, Living Will and Power of Attorney documents can be a blessing for those left behind or a cascade of misfortune, if those estate documents and executors' instructions are not well prepared and stored efficiently. Unnecessary toil can be avoided with adequate care and consideration by the testator through proper estate planning and preparedness. We at Plan My Estate are here to help you make better sense of that process and help you survey your estate planning options.
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.
I'm Your Certified Estate Planning Coordinator
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.
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