Legacy Matters – Kat Downey

The Executor’s Companion Kit

(workbook, filing system, and CD) $295 Cdn plus $14.99 shipping plus HST

Both the workbook and the filing system have 12 sections. The first section of the workbook talks about the role of the executor and things you need to consider when choosing an Executor/Trustee. Sections 2 to 12 are about what information you need to collect for your Executor and why they’ll need it. You can complete the forms in the workbook by hand or use the CD to complete the forms online.

Cost: $495.00

• Saves time and frustration in filling out paperwork
• Cost effective. They complete many of the lawyer and accountant functions at a fraction of the cost.
• Services conveniently provided over the phone.
• For one fee, Peacehold estate documentation service is available for a full year.

For more information on Peacehold, please contact me directly.

$438.05 Cdn plus HST

If you’re a traveller or even a commuter, think about this one time insurance purchase – it 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.

30 day free look whereby you can purchase the product and if cancelled within 30 days of purchase, you money is refunded in full.

• no age limit to enroll
• no medical questions asked
• free return of travel companion
• no limit to number of days traveled each year
• return of family pet
• no limit to costs incurred
• all claims are handled immediately on the family’s behalf
• coverage is with the participant 24 hours a day, 7 days a week
• all communication and translation services are included
• bereavement support for the family
• any necessary legal referrals

$375.00 Cdn plus HST

If you’re a traveller or even a commuter, think about this one time insurance purchase – it 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 great product.

Exclusions: Non-refundable

• no age limit to enroll
• no medical questions asked
• no limit to number of days traveled each year
• no limit to costs incurred
• all claims are handled immediately on the family’s behalf
• coverage is with the participant 24 hours a day, 7 days a week
• all communication and translation services are included