Will Preparation Guidance

Getting a legal Will done, or in other words, getting an Insurance Policy to protect your family and your assets, allows you to plan for the future, protect your family and make sure your money and possessions 

go to the people you want to have them. 

Everyone of legal age should have a will. Yet, regrettably, statics across Canada indicate:   

Only 40% – 50% of adults have a proper, legal Will.

 POSITIVES – Having a Will

Ø A properly executed Will reduces future stress and confusion for loved ones

Ø Knowing your Estate will be managed by a competent and trusted Executor

Ø You have chosen who will inherit your assets

 NEGATIVES – Not Having a Will

Ø Your wishes are not known and the courts will decide the outcome

Ø A lot of stress and confusion placed on your loved ones

Ø No guarantee of who will inherit what

                                                        WE HELP YOU PREPARE TO GET YOUR WILL DONE

We are not lawyers…and we do not create the Will.   We guide and help you to understand the many things that need to be considered to create a properly executed and legal Last Will and Testament that accurately outlines your wishes. 

There are many things you may not be aware of, and meeting with one of our Certified Executor Advisors provides you with the expertise that ensures you have all the facts needed to make the right, the informed, choices for your Will. 

  Some of Our Will Preparation Support Includes: 

· What an Executor is required to do

· Who would, and wouldn’t, be the best choice for Executor 

· Organizing key documents other than the Will

· Assessing all assets and personal property

· Preparing practical, clear instructions 

· Helping determine who you want to inherit … and who you don’t

· Understanding the key, essential information your executor will require

· Identifying your personal wishes

· And much more.