MY PHILOSOPHY
I believe we've been called to be good stewards of the gifts we've been entrusted with. Estate planning is one way we can honour that responsibility by making our wishes clear and easing the burden on those we love.
Estate planning isn't just about legal documents; it's about making thoughtful decisions today that will make life easier for your family tomorrow. I believe every family deserves a plan that is simple, understandable, and affordable.
Estate planning, made simple.
Every family is different. Your estate plan should be too.
Choose someone you trust to manage your financial affairs if you become unable to manage them yourself.
HOW I CAN HELP
Appoint someone you trust to make healthcare and personal decisions on your behalf if you become unable to do so.
1
Begin
Start with an introductory phone call or request my Estate Planning Guide. Take some time to think through your wishes, and when you're ready, we'll arrange a time to meet and discuss your plans.
2
Meet
I'll meet you at your home or another convenient location, for about an hour, to talk through your wishes, answer your questions, and make sure I understand what matters to you.
THE PROCESS
A straightforward approach.
3
Complete
I provide the draft documents for your review and approval within a few days. Once everything is approved, we'll meet again to sign your final documents.
A helpful starting point
My Estate Planning Guide
A little preparation can make our time together more meaningful.
I've created an Estate Planning Guide to help you think through your wishes before we meet.
Inside you'll find practical questions and explanations to help you organize your thoughts — no legal knowledge required.
You don't need to have everything figured out. The Guide simply gives you a place to start, and we'll work through your questions together.
“One of the kindest gifts you can leave the people you love is a thoughtfully prepared estate plan.”
A NOTE about my services
As a qualified paralegal, I prepare Wills, Enduring Powers of Attorney, and Personal Directives in a way that's straightforward, understandable, and affordable. While I can explain the purpose of these documents and help you prepare them, I do not provide legal advice.
If your situation is more complex or requires legal advice, I'll always tell you honestly and, if appropriate, refer you to a trusted lawyer.