What Is a 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. It can be particularly stressful if you’ve never done it before.
And most people don’t have the time or expertise to navigate Ontario estate planning on their own.
That’s why we’re here.
- Avoid probate fees and delays
- Protect your assets from unnecessary taxes
- Preserve and build your wealth for you to live on today
- Assess if a trust is the right tool for you
- Create a meaningful legacy you’re proud to leave
- Arrange memory prompts so you are not forgotten
- Provide essential details for your family
- Ensure your wishes are honoured
- Learn what you need to do for your situation
If you don’t write your PLAN, the Government will WRITE IT FOR YOU!
The 5-Step Living Estate Plan
With our simple, 5-Step Living Estate Plan, we’ll guide you through the process.
We’ll 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.
Andy L
Business Owner and Real Estate Investor, OntarioThe Final Word Journal
As part of this process, we use tools like The Final Word Journal. This heartfelt resource captures your story, wishes, and memories. It also shares essential details like assets, accounts, and end-of-life plans.
This journal ensures your family is left with clarity, comfort, and a lasting reminder of how much you cared.
Tax Strategies, Trusts, and Estate Planning
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.
Bill and Helen F
Retired, OntarioStart Your Plan
Take the first step today. Schedule an introductory call. Click on the link below or use our calendar to schedule a call.
Schedule Your Estate Planning Consultation [Open in a New Window]
If there are no times that fit your schedule, please use our contact form or call (905) 727 7001.
Mike J
Business Owner and Real Estate Investor, Ontario
Ron Cooke, President & Founder of SWPP
Having worked closely with business owners and real estate investors for over 30 years, one of the biggest challenges we encounter is tax.
I help individuals, families, business owners, and investors multiply their wealth while eliminating estate taxes and fees.
I focus on making sure you leave the most for your loved ones instead of giving your hard-earned assets to CRA.
For real estate investors, we use our Living Estate Plan to minimize estate taxes and probate fees. And you can also access your capital to reinvest in more real estate.
With our customized financial tools and strategies you can protect and multiply your wealth for you to use now, then leave a legacy for future generations.
Call: (905) 727 7001 | Email: info@swpp.ca
