Free Estate Planning Toolkit

Everything you need to keep your estate information up to date including:

Estate Directory

What if something happens to you? Will your spouse and children find every important document easily? Examples: wills, powers of attorney, bank accounts, life insurance, etc.

Free Estate Directory

Estate Planning Checklist

Organize your estate efficiently and eliminate taxes with this valuable checklist.

Estate Planning Checklist

Executor Duties Checklist

Does your executor know what do? Keep this document with your wills.

Executor Duties Checklist

Business Owners Planning Guide

This important document will help you develop a contingency plan to ensure continuity (and value) in your business.

Business Owners Guide

Contact Us

Please call us or use this form to arrange a confidential no-obligation consultation or to discuss any matter of interest.
Local 416.364.2929
Toll Free 866.566.2001