Plan Your Legacy with Confidence

Welcome to our curated hub for legacy and lifestyle planning. Whether you’re looking to secure your future, protect your loved ones, or ensure a smooth process for managing your estate, you’ve come to the right place. We’ve handpicked a variety of our resources designed to support you in planning for the future and navigating life’s important transitions.

Nancy Boisvert holds a Personal Fiduciary certification and is a Certified Executor Advisor, certified by the Canadian Institute of Certified Executor Advisors. These qualifications enable her to provide expert guidance in legacy and lifestyle planning, helping you navigate complex processes with confidence.

Tools for Legacy and Estate Planning

Here, you’ll find links to essential tools and services that will guide you in your planning:

Legacy and Lifestyle Planning: Discover comprehensive guides and resources to help you make informed decisions about your legacy, ensuring your personal values and financial priorities are preserved for future generations.
Estate Planning Documents: Access key documents and templates to start or update your estate plan, including wills, trusts, and power of attorney forms. These materials will give you peace of mind knowing your affairs are in order.
Settling an Estate: Learn more about the process of settling an estate, with detailed information on the steps involved and how to manage responsibilities efficiently during what can be a challenging time.
90-Minute Consultation: Sometimes, the best way to move forward is with a personalized discussion. Schedule a 90-minute consultation to receive tailored guidance on your specific needs, whether it’s about estate planning, lifestyle considerations, or managing an estate. This one-on-one session is designed to provide clarity and actionable steps based on your unique situation.

Each link will take you to a dedicated page where you can dive deeper into the topics that matter most to you, offering clarity and guidance as you plan for your future or manage the estate of a loved one. Explore the services above and take the next step toward safeguarding your legacy today.

Want more information? Please contact us with your questions.