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Legacy Partners

We understand that these challenging times can create some uncertainty and anxiety about whether you actually have your house in order. In fact, Canadians are contacting legal professionals in record numbers to ensure that they have an up-to-date will in place.

We’d like to invite you to join us for two upcoming webinars from our friends at Advisors with Purpose. These webinars are a great opportunity to take a look at your will and determine the best course of action as you move forward with your estate planning!

Webinar - The Impact of COVID-19 on your Estate Plan

May 26, 2020 7:00PM EST

In this important webinar, you will receive up-to-date answers and information about questions such as:

  • The rules for the RRIFs have changed due to COVID-19. How do they impact me and what are my options?
  • How do I create or update my will while in isolation?
  • How do I deal with US Stock or Real Estate ownership in my will?
  • What is a Family Trust and would it be a benefit to my estate?
  • The Executors job is getting more complicated. How do I choose the right person to be my executor and what do they need to know?

Webinar - It’s Time Again

June 2, 2020 7:00PM EST

The children have grown, life is changing, and you are dreaming about the next chapter in life.

You know that the will you did when the children were younger is now out of date, but you really haven’t given it a lot of thought or taken the time to do something about it. We want to help you get started.

Creating a plan for your will ensures that you have taken into account any tax implications (and there are probably more than you think), looked at options for powers of attorney and living wills as you age, discussed options for the best way to pass on your belongings,  thought about who would be the best executor, and considered your specific situation.

Join us for this webinar hosted by our partners at Advisors with Purpose where you will receive up to date answers and information about these and other questions because you know it’s time again.

Financial Peace of Mind for the Future

When asked, people stated 'Peace of Mind' as the number one benefit of completing their will and estate plan. The satisfaction of knowing that your goals, values and faith are reflected in your will can ease your mind and heart

We have partnered with Advisors with Purpose to help you get started. Their trained estate specialists will meet with you by phone, listen to your wishes and hopes for future generations and then provide you with information and a plan that will help you make the best decisions for you and your family.

Because of our partnership with Advisors with Purpose, this service is FREE and confidential. There is no obligation to you—and they will never sell you any product.

Contact Advisors with Purpose today to speak to an estate specialist.
Call: 1-866-336-3315
Email: plan@advisorswithpurpose.ca