Webinar - WealthSmart

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3 Steps to a Worry-Free Estate and a Happy Family

What millions of Canadians don’t know, but could regret if they don’t take action now.

A will is essential for your loved ones, but it can seem difficult to get started.

Many people do not have a will that reflects how they want to be remembered or how they want to pass down their wealth to their beneficiaries. In BC alone, that means that at least 2,324,000 adults do not have a current will.

Do You Worry About the Following Estate Risks?

Executor(s) not being aware of their role or the context of what your wishes are.
Whether or not your beneficiaries know what your will contains?
Estate litigation because wills tend to be wrapped in silence and surprise.
Will your experience, wisdom and stories be lost when you die?
Fighting among family rather than taking the time to grieve.
Outdated wills that no longer reflect what we want to happen.
The impact of taxes and fees and the potential erosion of your wealth.

What You Will Learn on This Free Webinar:

Secret #1

How one simple tool and ten minutes has helped thousands of purposeful families secure their legacy against the major estate risks.

Secret #2

What happens when you use a conversational estate planning approach that involves those to whom you plan on eventually leaving your wealth to.

Secret #3

Why an imperfect approach to estate planning is actually better than a “perfect” estate plan and how that results in greater confidence that you will live and pass on a meaningful legacy.