Is NOW a good time for a conversation about estate planning?

YES IT IS!   BUT........ 

Do you hesitate to pre-plan because it is confusing, not a priority or too expensive?  

Hmmm.... Ready for a change in perspective?

An effective estate plan should grow and change along side you; while also empowering your chosen representatives to act on your behalf in the event of sickness, injury or death.   RIGHT NOW - do your loved ones know your health, financial and estate wishes? AND could your wishes be carried out legally?

Our professional customized plans provide peace of mind.  Whether you have a young family, are retired or preparing for one of lifes' transitions - Now is the best time to start your plan!

ask questions - Gain clarity

Barb MacKay

Remember, you're not alone in your estate journey

The first step is having a conversation with us.

Step 1:
Phone Call

Begins with an hour consultation with me. Here you will be able to ask your questions and describe the concerns or estate goals you may have. This allows us to understand you better.

Step 2:
Executor Checklist

We send you an Executor Checklist to review some of the tasks an executor will have to accomplish for you and your estate. This is a great time to take notes and ask further questions.

Step 3:
Administrative Guide

We begin the journey of collecting  information, identifying priorities and ensuring key elements are in place.  Once we know what is missing, we discuss your options. We are here to support you.

Step 4: 
Plan Review

The major pieces of your estate plan are identified and properly documented.  Reviewing the plan at this stage often includes adding further details to be documented.  We look out onto the horizon and discuss future milestones and identify next steps.

Step 5: 
Complete Estate Plan

You receive a fully completed Estate Administration Kit customized to your specific wishes. This kit is well layed out, easy to follow and increases the efficiency and ease of administering an estate for an POA, executor or trustee. Your plan is updated regularly as needed.

By following these 5 steps - your executor will have the instructions and guidance they need to avoid many obstacles.  The time after a loved one is injured or passes is very emotional and stressful.  Pre-planning provides documented and clear guidelines to follow that comply with provincial legislation.

Eliminate un-necessary stress and confusion for your loved ones.  It can be challenging to process new information, manage relationships, navigate family dynamics and adhere to the law during a stressful time. Our Estate Administration Kit provides the direction and support your representatives need.  Allow us to support you and your family by following our plan and building a relationship with us.

It's time to take the steps to avoid the chaos

​& Protecting The Future Of The Ones You Love


Many Canadian's hold off on properly planning their estates until it's either too late or it's rushed.  Plan now and ensure the future for your loved ones.

Stop Losing sleep

We find many Canadians are losing sleep and experiencing anxiety over their estate planning considerations, such as effective tax planning and probate.

Our plans takes all the guessing out of the process.


You've worked hard to get to where you are today.  Feel empowered and comfortable by taking responsibility for your estate and showing care and attention to your loved ones by making detailed decisions today. 

You Deserve The Peace Of Mind

Estates can become complicated if not planned properly.

Don't leave the decision of what happens to your life long legacy to government rules.  Gain control today and determine how you're remembered tomorrow.

​It all begins ​With A Call

Schedule Your FREE Estate Planning Call with me today

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Copyright 2018, Barb MacKay

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