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Free Resources:

We take pride helping Canadian families, and offer these informative Resources 100% FREE.
Our representatives can assist you or answer any questions you may have.
 
*Please note: These are tools to help you get organized. As always please contact a professional if you need legal advice.
Final Wishes Planning Guide TruStage-Cover(no trustage logo).png

Includes:

  • A place to record thoughts & wishes.

  • Important documents

  • Messages to your loved ones/Executor

  • Your family tree

  • Vital Statistics

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Includes:

  • Steps an Executor must  take to settle an Estate

  • Keep track of important details

Little Black Box

Includes:

  • A digital tool that aids your Executor

Will Planning Checklist - Purple Shield-Cover.png

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Includes:

  • A self organization Checklist to assist before meeting with a lawyer/notary

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