Estate Planning Consulting fees starting at $500 +GST per consultation.
- Analyze your existing plan
- Scoresheet (How well have you planned so far?)
- Determine your legacy goals and distribution plans
- Assessment of current assets and liabilities including pensions and properties with an emphasis on tax and pro-bate considerations
- Advice and discussion of a Will, Powers of Attorney documents and Guardianship
- Advice and discussion surrounding the role of the Executor
- Discussion surrounding the blended family situation (if applicable), families with special needs members and existing current relationships