Congratulations on completing your first step to legacy planning.
Book a session and we will discuss.
www.ewwm.ca
Free 20 Legacy Planning Consultation
Curious about how estate planning can benefit you and your loved ones?
Book a free 20-minute discovery call with me, and let’s explore your needs and concerns.
During this brief yet impactful conversation, we’ll:
Discuss your current situation and what you hope to achieve with your estate planning.
Answer any initial questions you have about the process.
Determine how my services can best support your goals and provide peace of mind.
This no-obligation call is the perfect opportunity to get to know each other and see how I can help you take the first steps toward securing your legacy.
When it comes to estate planning, it’s more than just the documents; it’s about preserving your legacy in a way that reflects your wishes and values.
In my consultations, I guide you through the 3 P’s of Estate Planning:
Paperwork: We’ll thoroughly review your will, Power of Attorney (POA), and Living Will to ensure that all legal documents are up-to-date and accurately reflect your current intentions.
Planning: Together, we’ll arrange the details of your funeral and cemetery plans, making sure that everything is in place according to your preferences.
Personal: Your life story is a cherished legacy. I’ll help you craft and share your personal narrative, so it can be passed down to future generations.
My consultations provide you with the clarity and support you need to navigate each aspect of estate planning with confidence, ensuring that your legacy is well-prepared and beautifully remembered.