Will Preparation Guidance

Getting a legal Will done, or in other words, obtaining an Insurance Policy to protect your family and your assets, allows you to plan for the future, safeguard your loved ones, and ensure your money and possessions go to those you wish to benefit from them. 

Everyone of legal age should consider creating a last will. Yet, regrettably, statistics 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 advisor.  

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 is 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, but we guide you through the process of creating a last will. Our aim is to help you understand the many factors that need to be considered for legal will preparation that accurately reflects your wishes.  

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

Some of Our Will Preparation Support Includes:

· Understanding what an Executor is required to do  

· Identifying 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.