Estate Planning Consultation 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

Estate Planning Roundtable Discussion fees starting at $500 CDN
Meetings can be a family discussion setting where all family members (multiple generations) can be present or Roundtable setting for employers and their employees (provide essential value to your employees).

For Family Discussion – Clients will receive a package of essential questions that most successful families ask themselves during the process of estate planning.

For Round Table Discussion – Clients will receive a copy of “Helping Fund Your Dreams” package.