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EstateCoach®

Setting Your House In Order

Why an
Estate Coach ?

Anyone completing an unfamiliar task or responsibility will benefit from the experience of a coach. Whether it's sports, the arts or a new job, a Coach provides guidance and knowledge so the Coachee can learn and make decisions with confidence.  

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Settling the affairs of someone who has died is often also an unfamiliar task and includes the pain of grief. Estate Executors, Administrators and families often feel the task is much more demanding and time consuming than expected. An Estate Coach can compassionately guide you through the long list of what needs to be done.

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Executors and families preparing for the future with Wills and Powers of Attorney before someone dies also benefit from the time saving experience of a Coach.

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Set your house in order, with an Estate Coach.

Home: Headliner

Wills & POAs

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Planning Ahead

We'll coach you to prepare a basic Will, Power of Attorney for Property and Power of Attorney for Personal Care based on Ontario provincial guidelines.

 

Final documents ready in 5 business days or less.

Executor Coach

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Compassionate Coaching

The funeral is finished and your loved one interred. Now the time consuming and often complex responsibility of Estate Executors, Administrators and families to transfer estate matters from the deceased to the survivor begins. This often takes 12 to 18 months or more and it's our privilege to help.

Estate Prep

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Saving Time

We'll coach you to compile and consolidate the most relevant and necessary documents needed by survivors and estate representatives at the time of someone's death. Everything will be in one place ready to eliminate hours of searching and uncertainty for when the time comes in the future.

Budget Coach

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Keeping on Track

We'll coach you to assess your cashflow budget as it will likely change significantly after a death. The goal is to determine cash in and out and identify recommendations.

We also offer budget coaching at any time, as part of wise financial planning.

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