Estate Planning Toolkits 

Essential resources for you and your Executor

If you haven't updated your Wills, Powers of Attorney or Advanced Health Care, these resources will help get the ball rolling. 

Gain instant access to TWO valuable estate planning resources:
1
Estate Planning Toolkit
  • 9 critical estate planning "to-do's"
  • Record organizer to reduce stress to your survivors & estate administrators
  • Snap shot of your current estate
2
Executor Checklist
  • Immediate actions that need to take place
  • 62 point checklist to help ensure nothing is missed
  • Ease the process of settling an estate

Complete the form below to request your FREE Toolkits

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*While these resources provide a summary of the main tasks involved in organizing and settling an estate it's important to seek professional support to ensure all considerations that apply to your specific situation are addressed.  For more information, please speak with our team, as well as a legal advisor with experience settling estates to ensure all assets and liabilities are properly handled.

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