Is your estate a life's junk drawer or a well organized safety deposit box?
I was born in Alberta but have worked across many other parts of Canada too. I have considered Calgary home base for the past 28 years, although working in the insurance industry has given me the opportunity to see most of the Canadian landscape by car, boat and plane.
I have over 20 years in the Living Benefits, Disability and Life Insurance industry and realize first hand the value of being prepared for life's downturns and tragedies. Unfortunately, I became a widow after 25 years of marriage and I am now raising 2 incredible teens to be caring, responsible young adults as good citizens of the community. It was with the recent passing of my husband, that I became personally aware of the importance of having a well organized estate, including the roles and responsibilities in the proper selection of executors and what specific support I needed in our family's time of crisis.
Amid my fears that came with becoming a single parent, I had the sole executrix responsibility to which my closest family, friends and supporting relatives could not help in matters of most legal importance. I was left to deal with many estate unknowns that the death of a partner leaves behind. This prompted me to obtain a Certified Executor Advisor designation in 2021 so other families would not be caught unaware. I simply did not want others to suffer the added pain of an estate gone wrong coupled with the loss of a loved one, as I have.
I know that having conversations around Estate Planning can be difficult and understand there are unique nuances to each and every individual's estate choices. It is paramount to provide emotional support, strive for documentation accuracy and the testators' advocacy and practicality of their decisions during this process. I believe that this is my calling.
It takes education, skill, thoughtfulness and a practical sense of kindness to help individuals, families & business owners build the necessary tools for Estate to transfer as smoothly as possible. I look forward to becoming a part of your personal Estate advocacy team.
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.
Copyright 2021 - Canadian Estate Planning Guide