EstateCoaching

Provide peace of mind with personalized document preparation for individuals and couples.

One each of a Will, Continuing Power of Attorney for Property and Power of Attorney for Personal Care.

Based on Ontario Government standards and your instructions.

Save time with turnaround in 7 business days.

Available for individuals or bundled for couples.

Trusts when needed, are included for a higher fee depending on time and complexity.

Provide peace of mind to Executors and families with an contact 18 month retainer contract.

Reduce executor stress coaching through the       " To Do" list of prioritized items requiring action after  a death.

Provide clarity by reviewing & hi-lighting key information in insurance and investment documents.

Reduce future family stress and save time by gathering & consolidating vital estate documents needed into a personalized EstateCoach file kit.

Extended coaching follow-up available upon agreement.

Provide peace of mind to Executors and families coaching for estate preparation.

Reduce future family stress and save time by gathering, consolidating and explaining vital estate documents needed into a personalized EstatePrep file kit before someone dies.

Reduce financial uncertainty with about 5 hours of budget coaching.

Gain clarity as we examine anticipated changes. to a household budget after a death

Provide peace with encouraging recommendations to optimize budget changes to your lifestyle.

Also available for anyone at anytime - young couples, individuals and families -  it doesn't have to be connected to a death.

Extended coaching follow-up available at an hourly rate.