Over 50% of Canadians who die without a will (intestate). Not having a will at death can greatly reduce what you leave to your heirs, add an inordinate amount of time to settle an estate. Over 95% of the will that do exist in Canada are drafted by lawyers that do not specialize in estate or family law.
During the financial planning process I review my clients existing wills and powers of attorney. I find mistakes or errors in 8 out of every 12 I review!
I became so concerned about the lack of proper estate planning taking place that I wrote a book in 2005 called “Where There’s A Will There’s a Way”. This book has quickly become the industry standard or initiating a proper estate planning process.
The “Estate Navigator” (tm) is a process I developed for Canadian families with estate planning issues. The service is best suited for household that have either:
- Investment assets exceeding $750,000
- Cottage property
- Own a Family Business
- Have a previous marriage with children
This is a fee for service offering.
Minimum charge is $1000
Our hourly rate is $275 per hour.