Estate Planning Consulting fees starting at $500 CDN per consultation.   

Includes:

  • 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