Will & Estate Planning Guide
This guide was created to support you through the many duties and decisions involved in planning your Will. Inside, you’ll find a clear, step-by-step overview of key tasks—from safeguarding assets and notifying beneficiaries to filing taxes and distributing the estate.
Will Planning Guide (2025)
Creating a Will and organizing your estate can feel overwhelming—but it doesn’t have to be. This guide was designed to support you through the many responsibilities involved in planning your Will, documenting your wishes, and making thoughtful decisions for the future.
Inside, you’ll find a clear, step-by-step structure to help you stay organized and confident throughout the process. Topics include:
- Personal Information
- Planning Your Will
- Power of Attorney
- Health Care Directives & Representation Agreements
While this guide offers helpful, practical direction, it is not intended to replace professional legal or financial advice.
Contact us to receive a printed guide, at no charge.
Advance Planning & Bereavement Guide
This guide has been especially designed to provide useful, practical information to help you plan your final arrangements in advance of need and even provides helpful information if a death has already occurred in your family.
Inside, you’ll find resources to help you plan your final arrangements in advance of need and find helpful information if a death has already occurred in your family. Topics include:
- Planning a Burial or Cremation
- Advance Planning - Why Should I Make My Final Arrangements in Advance?
- The Value of Pre-funding Your Final Arrangements
- Practical Information
- Commonly Asked Questions
- Family Assistance Guide
- Experiencing Grief
While this guide offers helpful, practical direction, it is not intended to replace professional legal or financial advice.
Contact us to receive a printed guide, at no charge.
We understand this can be a very difficult time – and we're here to help.
Our compassionate team is here 24 hours a day, seven days a week to provide the support and understanding you need, helping you honour your loved one in a way that truly reflects their life and legacy.
Together, we can create a meaningful tribute that celebrates their unique journey, ensuring they are remembered with love and dignity.