How I can help you during your lifetime to set up an Effective Estate Plan
Organize your important papers
Identify any gaps and fill them in
Set up a Funded eventual Funeral Arrangement
Protect travel risks with the Travel Repatriation Coverage
Prepare a Power of Attorney for Personal Care
Prepare a Power of Attorney for Property
Prepare a Simple Will
How I can help you after a loved one has died
Continuing Care Follow Up to protect against identity theft and apply for applicable benefits
Advertise for Creditors
Advertise for location of a Will
Estate Risk Assessment
Next Best Steps to set up an Effective Estate Strategy
Amidst the potential chaos and confusion after the loss of a loved one, our Continuing Care Program is here to help. We are here to help you apply for CPP Death Benefits and Spousal/Child benefit, federal and provincial as well as personal benefits where applicable.
Additionally we will help you protect the personal identity of your loved one and discuss effective estate strategies and your next best steps to help you create an Effective Estate Plan.