Funeral Pre-Planner, Kat Downey
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  • AboutEveryone leaves a legacy…. Your legacy may be your children, the things you’ve accomplished, the assets you’ve accumulated over time or a combination of these and more. One thing is certain though…when you pass away, someone has to deal with your legacy…your assets…your stuff. And if you haven’t made your wishes clear…there’s going to be stress and conflict in your family – emotional choas. Hi, I’m Kat Downey, I’ve been a licensed funeral director in Ontario since 1998. After seeing far too many families change and be embroiled in conflict after a loved one dies, I decided to do something about it. I developed the Executor’s Companion Kit. This kit is designed to a help people to know what papers are important, why they need to have specific documents in place then how to organize these documents and information in an easy to use, portable, accessible filing system. I call it a loving legacy because it’s all about helping your Executor (the person that you have entrusted to close your estate) by telling exactly them what you have, where it is, and your wishes about what to do with “your stuff”…all in one place. The end result? An emotional calm…
    • Another Leap of Faith
    • Associates
    • Media
    • POA Project
    • Resources
  • Products
    • Executor Workbook
    • Peacehold
    • Safe Return Assistance Plan
  • ServicesFuneral Planning I am a licensed funeral director and can assist you and your family with every aspect of funeral planning, from memorial services, monuments, and cemetery needs, to insurance claims, obituaries, and catering services. I work with several funeral homes and can accommodate just about any type of service you desire. Insurance I am a licensed insurance agent and can assist you with purchasing or interpreting your insurance. Workshops I provide workshops to groups aged 55 and up about the value and urgency of getting your affairs in order. See the website for dates and cities near you.
    • Did You Know?
    • Executor of Estate Advisor Services
    • Funeral Preplanning
    • Green Earth Burial
    • Power of Attorney
    • What’s Involved?
  • Seminars/Workshops
  • ContactContact Us We’d love to help you… To reach a live person during business hours Monday to Friday, please call 905-717-9197 Or drop us an email… Sales KatDowney@legacymatters.ca NancyPenney@legacymatters.ca Admin MaryPineau@legacymatters.ca
    • Testimonials
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Funeral Preplanning doesn’t have to be sad or difficult. Leave your loving legacy by having your affairs and estate in order while you can.  Give you and your loves ones peace of mind.

Why preplan with Kat?

Katherine Downey is the #1 Funeral Preplanning Professional in Canada for the fourth time. She is a professional educator, author, licensed funeral director and insurance advisor. To set an appointment or have your questions answered, please contact Kat directly.

Contact Kat

Services

Do you need assistance with:

  • Application for Death Benefit?
  • CPP Survivor’s Pension?
  • CPP Children’s Benefits?
  • Life Insurance Claims Package?
  • Survivor’s Pension Claims Package?

I am a Licensed Funeral Director in Ontario, Canada and can assist you and your family with every aspect of funeral pre-planning. From memorial services, monuments, and cemetery needs, to insurance claims, obituaries, and catering services.

I have also recently completed the Certified Executor Advisor course with the Canadian Institute of Certified Executor Advisors and am the first licensed Funeral Director in Ontario to receive this designation.  This designation allows me to help guide executors through the process of handling the estate.

Safe Return Assistance Plan

If you’re a traveler or even a commuter, think about the safe return assistance plan.

This one time insurance purchase covers all costs associated with bringing home a loved one who dies 100 km (60 miles) or more from their legal residence in North America. A fabulous product.

Executor’s Workbook

Taking Care of Business – Executor’s Workbook

This comprehensive workbook was designed to help you through the process of funeral preplanning, choosing an Executor, and preparing the information about your estate for your Executor. It’s what I call “Taking Care of Business” for your family and friends. But perhaps you’ll recognize it as a way of answering the question that people know they need to deal with but they avoid as long as possible… you know the one… “Are your affairs in order?”

Testimonials

I can attest to the value of pre-planning. My Mom died a few weeks ago at home and thankfully we pre-planned everything with Kat just a week before. After she passed, one simple phone call was all that was needed. We were mentally and physically exhausted at that point. What a sense of peace for my Dad and our family.
We have everything pre-arranged for my Dad’s passing now too.
Thank you Kat for the important work you do.

Sue

Must say, my friend, how kind you were when I lost Jim….. you made a difference in my journey….. thanks for reaching out when I truly needed it! Thank you for organizing my funeral arrangements. I am now glad this is completed and now paid for, and my children know my wishes. It makes less worry for all of us…. Thank you for gently advising me, when life was dark and made no sense!

HW, Newmarket, ON

Kat is a delight. She has a good sense of humour and is informative. She provided good reading materials, is always available, approachable and was sensitive to our needs.

Mrs. D., Oakville, ON

After going through what I went through with my Mom I am so glad that I have this all taken care of.  Not that it was a disaster but just as a family member to sit and have to go through all that is horrible.  I have mine done and I am telling you the best thing ever.

JC, Oakville

After attending Kat’s seminar, I came away with a much clearer picture of the importance of being properly prepared and capable of dealing with all of the legal issues surrounding the death of a loved one. I plan to share what I learned with my parents and siblings.

D&S, Mount Albert, ON

I wanted to take a moment to thank you for the time spent going over the documents that are necessary for me to complete upon my husband’s death. Everything went smoothly and I am almost done. Your work made my life much easier at this stressful time.
Again, thank you.

Jeanette

On behalf of Debbie and myself, I want to thank you for our appointment this morning. As usual, we got the changes made to my plan and finally got Debbie to provide her wishes for her funeral. It always feels like a big burden has been lifted off our back by making our own arrangements. We just feel better knowing our funerals are arranged and paid for.

Debbie and John

Our Blog

Estate Planning, Family, Lifestyle

Are You Leaving Your Estate in Chaos?

When asked if there is a company pension benefit that continues for their mom, the deer in the headlights look comes over their face and they say “I don’t know.” Similarly, when asked if their dad had personal life insurance or if the mortgage was insured, there is a uniformly vague answer, “I don’t know, Dad never talked about that kind of stuff.”

Read more
November 30, 2011/0 Comments/by Kat
http://legacymatters.ca/wp-content/uploads/2016/05/Website-Header-1-300x100.png 0 0 Kat http://legacymatters.ca/wp-content/uploads/2016/05/Website-Header-1-300x100.png Kat2011-11-30 09:43:262013-10-29 09:33:54Are You Leaving Your Estate in Chaos?
Estate Planning, Family, Lifestyle

Will You Die Intestate?

This situation although very sad, could have been made easier for the young men if their mother had even drafted a holographic will. This is a document written entirely in your handwriting; that outlines what you have, where it is and what you would like done with your assets.

Where there is a will, there is a win – win for life’s no-win situation. None of us get out alive and death is a given for all of us. Take a few moments to draft a will. Consider 3 what-if scenarios.

Read more
November 15, 2011/0 Comments/by Kat
http://legacymatters.ca/wp-content/uploads/2016/05/Website-Header-1-300x100.png 0 0 Kat http://legacymatters.ca/wp-content/uploads/2016/05/Website-Header-1-300x100.png Kat2011-11-15 06:52:102013-11-21 10:57:33Will You Die Intestate?
Education, Family, Lifestyle, Real Estate

Settling Foreign Property in an Estate

Well you know how it goes, there are things to see, things to do, other family members to visit and well …………, I never did get the specific information or locations of the property dad owned. Now that he has died, I need to deal with selling this property and honestly, I do not even know where it is. My other family members in Portugal are not sure either. Oh I wish I had listened and paid more attention to what my dad wanted to share with me.”

Read more
November 1, 2011/0 Comments/by Kat
http://legacymatters.ca/wp-content/uploads/2016/05/Website-Header-1-300x100.png 0 0 Kat http://legacymatters.ca/wp-content/uploads/2016/05/Website-Header-1-300x100.png Kat2011-11-01 08:28:052013-11-21 10:55:18Settling Foreign Property in an Estate
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Interview with CEA

https://vimeo.com/247186686?loop=0

Location

3100 Fifth Line West,
Mississauga, ON

Contact

Phone: 905-717-9197
Email: katdowney@legacymatters.ca

Hours

Mon-Fri: 9am-5pm

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