A Thoughtful Gift

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A Thoughtful Gift

Equipping Your Executor with the Estate Settlement Tools They Need

My Estate File Folder

Who/What/Where forms for all your estate documents, ORGANIZED and in ONE SAFE LOCATION

My Final Wishes

Alleviating the stress grieving families face in grappling with last minute funeral decisions

Executor’s Manual

Pointing your executor in the right direction for clear and confident estate settlement

My Lifestory

Easy to use guide for chronicling your life’s story…a treasured keepsake for your grandchildren

My Emergency Contact Info

Your EMERGENCY contact information in one easy-to-access document sent to your executor

CLICK HERE

One of our representatives will ensure you receive your own Little Black Box as our Gift!

Quiz and Risk Meter

1) Do you have a valid will written in the province where you presently reside?
- Yes
- No
2) Was your will prepared by a notary or lawyer?
- Yes
- No
3) Have you reviewed your will in the previous 5 years?
- Yes
- No
4) Is there some tension between any of your children (including spouses or ex-spouses)?
- Yes
- No
5) Are your preferences for cremation or burial on file with a funeral home?
- Yes
- No
6) Do you have a Power of Attorney?
- Yes
- No
7) Have you ever been separated or divorced?
- Yes
- No
8) Do you have step children?
- Yes
- No
9) Do any of the beneficiaries struggle with mental health issues?
- Yes
- No
10) Does the will state that the inheritance is to be divided equally among the beneficiaries?
- Yes
- No
11) Have any family members borrowed significant sums from the will-writer?
- Yes
- No
12) Do you have a file that is up to date with contact information for all your estate documents, cards, subscriptions, memberships, insurances, investments, accounts and belongings?
- Yes
- No
13) Do you own a rental property or a summer cottage?
- Yes
- No
14) Do you own a business or have property in other provinces or states or have a very diversified investment portfolio?
- Yes
- No
15) Does an executor of your will currently live in another country?
- Yes
- No
16) Do you have an up-to-date health care document (personal directive, advance directive or representation agreement)?
- Yes
- No
17) Does your executor have a copy of your will?
- Yes
- No
18) Is there any strain between any of your children (including spouses) and yourself?
- Yes
- No

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