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.
The peace of mind you will receive knowing that your estate has been planned will allow you to enjoy your life more.
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.
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.
Copyright 2019 - Canadian Estate Planning Guide