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Find the Solution That Best Suits Your Needs
Agent For Executors
0CA$Schedule a free consultation for more informationFree PlanInitial Financial & Estate Readiness
190CA$This session is designed to understand your situation and identify areas where help may be useful. Brief review of financial and personal documents Identification of missing or outdated itemsWill and POA
199CA$A Legally-binding Will and POA for non-complex estates through EpilogueWills.com- Documents are prepared through EpilogueWills.com
- Create a record of your assets and key contacts
- Register your Will with the Canada Will Registry ($40 value)
- Express your final wishes for funeral, cremation/burial, etc
- Update your documents anytime for free or a minimal fee
Comprehensive Readiness Package
950CA$- Review Will, POA and financial documents
- Beneficiary checklist
- Consolidated financial information summary
- Coordination with a lawyer or notary (Legal fees not include
- Family meeting and more
Ongoing Support (Hourly Assistance)
120CA$- Assistance completing banking or institutional forms
- Organizing documents and records
- Government benefit and pension paperwork
- Follow-up support
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