ESTATE TRANSITION
Leave Your Best Legacy
Ensure your estate transitions easily
You’ve spent a lifetime working, saving, and planning for retirement. The next step in the process is planning for the transition of your lifetime of work to the next generation. This stage requires careful consideration to ensure that your wishes become realities. This can be challenging when complexities such as blended families, business ownership structures, farm succession equalization goals, dependants with health concerns and charitable giving wishes are taken into consideration.
Purchasing our Wealth Transition Toolkit makes the process of organizing your estate for your executor, or becoming an executor of a loved one’s estate easier, less time intensive, and less strenuous.
%
of seniors have NOT talked their children about how to manage their finances if they no longer can.
%
of Canadians DO NOT have a will
%
of Canadians surveyed are counting on an inheritance to help fund their retirement
%
of Canadians are expecting to leave an inheritance
Our Services
ORGANIZE YOUR ESTATE
SETTLE AN ESTATE
TRANSITION AN ESTATE
Organize Your Estate
Wealth transition planning is suited to clients 50+ in age, wondering, “What’s going to happen if something happens to me?” And “How can I make things easy for my family after I’m gone?” Wealth transition planning can be used for organizing your own affairs and those of aging family members.
Being organized creates enduring peace of mind and better financial results. Use our Wealth Transition Toolkit to store important information, so your family knows who to call, what’s involved and where everything can be found, should something happen. Adding information is quick and easy, it simplifies your life and will save your family hundreds of hours.
Settle An Estate
Most executors have no idea how much work they’re in for, or where to start. Using our trusted Wealth Transition Toolkit, we move executors from feeling overwhelmed and uncertain to being clear, confident and in control. An easy-to-use roadmap with step-by step advice and tools make the executor’s job faster and easier, with less risk of conflict. Give it to your executor or use it with aging parents.
No one prepares an executor for the amount of time and responsibility involved in settling an estate. Detailed instructions and checklists help novice executors become informed decision makers, reducing risk for the beneficiaries and themselves.
Transition Your Estate
As we age, there are several sensitive yet important conversations that need to take place. One of which is about wealth transition and future planning. We like to use the 70/40 guideline when it comes to transition planning. If you are at least 70 or your adult children are at least 40, it is time to have conversations about what goals you have for your estate. You can never guarantee the health or mental capacity of yourself or your parents, so having that conversation early will go a long way to ensure that the transition process is as smooth as possible. Take the time now to save the time later. Ensure that the estate you’ve worked so hard for transitions smoothly to your loved ones. Purchasing an Wealth Transition Toolkit is important part of the process to help outline any wishes and give the gift of peace of mind to your executor and family.
