Support With Advance Planning Documentation

We know that filling out paperwork, finding and organising important documents, and ensuring all affairs are in order can be overwhelming, especially when you are contemplating the end of your own life. We are available to sit with you, walk you through each step, ensure you understand the various forms and requirements, and we can support you in keeping your documents organised and accessible for when they are needed. 

When it comes to preparing legal, medical and financial documents, our network includes trusted lawyers, doctors, estate planners and related experts who can guide you as you navigate these often complex systems, including: 

• Preparing a Will*

• Creating a Digital Legacy (a record of all your online accounts for ease of access for your Power of Attorney or your Executor).

• Leaving behind a Philanthropic Legacy

*Although in Canada you don’t require a lawyer to draft a will, we recommend that you seek the guidance and care of a professional so as to minimize unnecessary stress and potential complications. 

Pricing for Advance Planning Documentation Support

Documentation Support Session (depending on your needs, you may require only one session and access to our Network and Resources portal, or you may wish to book several support sessions, or give yourself the peace of mind of having ongoing support whenever needed.

Full Access: Advance Planning Resources & Support

Our Full Access Packages are a great option for those who would like to take advantage of more than one, or all of our support and services related to  advance planning. These packages bring peace of mind, knowing that all your advance planning needs will be taken care of with experienced guidance and sensitivity.