helping you find peace of mind.
When it comes to planning your estate or the steps you have to take as an executor, it can be an overwhelming road. We can travel this path along with you, with your consultant as your guide. We will help you navigate through the good, the bad, and everything in-between.
Our primary goal is to educate our clients regarding the complexities of estate planning, power of attorney for property and executorship. We do this by building one on one relationships and hands on training. Once you understand the complete scope of the task at hand, we are then satisfied that we have done our job to educate you!
How our services help you
In today’s age we are all getting busier by the second, we have many tasks in the air at any given time. Add our estate planning or upcoming duties and we are filled to the brim. Let us help you alleviate some of this burden by being your “buddy” throughout the process. You are never alone, we will help guide you to the people you need to see, or along the various steps of the way. Peace of mind is how we help you most.
We understand that every situation has different needs, this is why we have developed different packages depending on what you may be looking for. Each collection of services is unique and geared to maximizing the education for our clients.
Estate Planning Packages
Building a legacy takes a big team and much planning. Let us help you understand what you need and who you need to see. We work with Lawyers, Accountants, Financial Planners and Funeral Homes to ensure every concern is covered and planned for appropriately.
Beneficial Basics – This package gets the conversation flowing and helps you to discover what your needs and wants are. Meet with one of our consultants for a 60 minute meeting to discuss the overview of your estate.
Primary Planning – This package takes the conversation a little deeper by including a tax planner and estimated probate calculations. We also take a look at your life as a whole and include a customized package which organizes your important documents for your loved ones.
Power of Attorney for property support Packages
It can be overwhelming to begin managing the property for a loved one when they are no longer able to. Our consultants can help you navigate through the challenges you may face.
Principal Planning – 90 minute consultation consisting of a review of duties, guides and preliminary checklists to get you started.
Agent Assist – This package includes quarterly meetings for one year, covers training on bookkeeping and general power of attorney administration.
Continuing Contribution – This package is where we are your buddy throughout the entire process. Includes unlimited time for support, full administration support and bookkeeping assistance.
Executor Support Packages
Being asked to be the executor for a loved ones estate is a great honour. It can also be a scary undertaking with many challenges. Along with our Certified Executor Advisors, give yourself the required tools by choosing one of the following executor support packages.
Executor Essentials – This package brings peace of mind by including a 90 minute meeting to review the starter package consisting of checklists, guides and preliminary paperwork to get you started.
Helping Hand – Take the step further by including three additional meetings for support which incorporates training on estate administration and estate bookkeeping.
Trusted Transitions – Contains the previous two packages and tops things up with unlimited support including full estate administration support, statement of account preparation and bookkeeping for the estate.
Certificate of Appointment Applications – We can assist you the Executor by working with Lawyers and preparing the “probate” application for submission to the Superior Courts.
Professional Executor Service – This is offered on extremely special circumstances, contact our office to see if you qualify.