What is the Living Estate Plan Process? And, how much does it cost?
Get Your Estate Organized & Avoid Double Taxation
Here’s how SWPP’s Living Estate Plan can help families and individuals in Ontario:
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- Minimize taxes and fees
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- Eliminate probate fees
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- Establish a trust if necessary
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- Ensure your assets are protected
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- Preserve your legacy
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- Gift your family peace of mind, cherished memories, and an organized estate
With over 30 years of experience in financial services, I’ve witnessed the challenges families face when a loved one passes away.
Assets can be lost to unnecessary taxes and fees. Families are left scrambling to locate unknown accounts.
Moreover, decisions are made under emotional stress—often at the worst possible time.
That’s why I created the Living Estate Plan. It’s a comprehensive process designed to ensure families are prepared. We want to ensure your assets are protected and your legacy is preserved.
SWPP’s $50,000 Promise to You
Does the thought of spending unnecessary money stop you from getting the advice you need?
At Strategic Wealth Protection Partners Inc. (SWPP), we’re committed to helping you reduce taxes and probate fees. And, we want to help you build a legacy you’re excited to share with your family.
We believe in earning your trust first.
That’s why we offer a no-risk guarantee.
SWPP’s $500 planning fee is only payable after we deliver your completed plan. And if we can’t show you how to save at least 100 times your investment, you pay nothing.
If we can’t help you preserve $50,000 or more for your family, your plan is completely free.
Experience the peace of mind that comes with smart planning. Schedule your free consultation today.
Start securing your financial future without any risk.
Living Estate Plan Cost: $500 or Free
If we can’t help you preserve $50,000 or more for your family, the plan is free.
Eliminate Probate Fees and Create a Personalized Legacy
Through the Living Estate Plan, I guide individuals, families, real estate investors, and business owners in organizing every aspect of their estate.
From eliminating estate and probate fees to creating personalized legacies that honour your life and values, this process goes beyond passing assets to your family.
SWPP’s Living Estate Plan ensures your family receives not only your wealth but also a meaningful reminder of who you were and how much you cared for them.
The Final Word Journal
As part of this process, I developed 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. It’s more than a document—it’s the ultimate gift of clarity, comfort, and love for those you leave behind.
Your final gift to your family should be more than just money—it should be peace of mind, cherished memories, and an organized estate.
Schedule a call below to learn more about how I can help you prepare your family for the future and create a legacy that will be remembered for generations.
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.
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]
Can’t find a time that works for your schedule? Contact us HERE >
Or call 905-727-7001 or email info@swpp.ca
