The Living Estate Plan
When it comes to planning your legacy, it’s not just about numbers—it’s about ensuring your family remembers you for many years to come.
We understand that estate planning and creating trusts can feel intimidating and overwhelming, especially if it’s something you’ve never done before. Most people don’t have the knowledge or experience to navigate the complexities of estate planning on their own, and that’s exactly why we’re here.
The 5-Step Living Estate Plan
With our simple, 5-Step Living Estate Plan, we’ll guide you through the process, simplifying every step to help you create a comprehensive estate plan or trust that protects your assets from unnecessary taxes and probate fees. It’s not just about financial security; it’s about creating a meaningful legacy that reflects your values, provides lasting memories for your loved ones, and ensures your wishes are honoured.
As part of this process, we use tools like The Final Word Journal, a heartfelt resource that captures your story, wishes, and memories alongside essential details like assets, accounts, and end-of-life plans. This ensures your family is left with clarity, comfort, and a lasting reminder of how much you cared.
Whether you’re looking to establish a trust to secure your assets or an estate plan that minimizes taxes and fees, we’re here to make it easy and effective.
Take the First Step
Take the first step today—schedule a consultation call and give your family the ultimate gift: peace of mind and the knowledge that they were always your priority.
Click on the link below or use our calendar to schedule a call.
Schedule Your Free 30-minute Consultation [Open in a New Window]
If there are no times available, please use our contact form or call (905) 727 7001.
Call: (905) 727 7001 | Email: info@swpp.ca
