Estate Planning
It shouldn’t be complicated. Below, we’ll share the most stress-free way for you and your family to be confident.
The old way sucks.
Traditionally, Estate Planning was long, expensive, and worst of all, left families and executors with a feeling of not being in the driver’s seat. Just look at the typical path:
Find and hire an attorney
Have countless in-person meetings
Get bombarded with legal costs
Organize all files yourself
Pay extra to store files securely
Manage all dependants’ info
Communicate your plan yourself
What matters most to you in family. When it comes to Estate Planning, what matters most – is simplicity. Let’s see how to have confident clarity below…
This is the right way…
Convenience often comes at a cost. So it’s just serendipity when the more simple, more transparent, and more confident way of doing Estate Planning actually saves you thousands of dollars and hours of paperwork. By blending the convenience and full control of an online portal, with the one-on-one support of real human experts, the new path looks like this:
Walk through step-by-step setup at your own pace
Get quick true expert phone support if you have questions
Make unlimited updates without needing a lawyer
Secured in an online vault for quick access
Best of all? because everything is in a single point of truth, your executor can find everything in minutes, instead of days of sifting through physical files.
So what should you do?
You can research options that make sense for you. If you’re asking for our advice, the Estate Planning service that hits all the must-haves that we feel are most important is a Canadian company called Clear Estate, who have been kind enough to offer our clients a completely free consultation call. Click the button below to visit them.
