Michael Chapman is the Founder of the SQP Process and Co-founder of Canadian Estate Coordinators. With over a quarter century of business and product development experience, Michael has consulted for major insurers, investment firms and medical facilitators to improve their modeling and efficiencies with the end consumer's needs as top of mind.
SQP or Sequential Planning is a client focused planning process that improves our clients' everyday personal and business financial lives. When using this simplified planning process, the client benefits from the ability to compare costs and features of available financial products and/or professional services in a comprehensive and collaborative manner within the Plan My Estate platform.
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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