This step by step, fully organized estate planning system comes complete with a physical binder, all the templates and resources you need to plan out your estate.
Plus, you get matched with your own personal Certified Canadian Estate Planning Coordinator who is there to help you through the process of planning this important process in your life.
All of what is included in the basic and standard package comes with this commercial order, plus we do an in-depth review of your business and property. We will review your business structure, tax situation, and help determine how best to design your estate based on your commercial assets. Included is a review of any titles you have, or shares your own, plus real estate. This is the same review of your estate as our standard package, but with a separate review of your business aspects. Included in this package are secondary wills and professional services. We are happy to work with your professionals, but we will contract out to ours at an extra charge.