Estate Planning Consultation fees starting at $500 CDN per consultation.
Includes:
- Analyze your existing plan
- Scoresheet (How well have you planned so far?)
- Determine your legacy goals and distribution plans
- Assessment of current assets and liabilities including pensions and properties with an emphasis on tax and pro-bate considerations
- Advice and discussion of a Will, Powers of Attorney documents and Guardianship
- Advice and discussion surrounding the role of the Executor
- Discussion surrounding the blended family situation (if applicable), families with special needs members and existing current relationships
Estate Planning Roundtable Discussion fees starting at $500 CDN
Meetings can be a family discussion setting where all family members (multiple generations) can be present or Roundtable setting for employers and their employees (provide essential value to your employees).
For Family Discussion – Clients will receive a package of essential questions that most successful families ask themselves during the process of estate planning.
For Round Table Discussion – Clients will receive a copy of “Helping Fund Your Dreams” package.
