Legacy Matters

Legacy Matters Hi, I’m Kat Downey, I'm a licensed Funeral Director helping clients deal with prepaid funerals and Congratulations You are the Estate Trustee! Now what?

Take a moment and think of the person you love the most. Do you know their social insurance number, mother's maiden name and funeral wishes? Life could literally change in a heartbeat and as an executor, this is an example of the type of information you will have to provide on short notice. The Taking Care of Business Executor's Workbook helps you organize your important documents, certificates, p

olicies, assets and liabilities and your end of life planning wishes, in an easy to use format. As owner and founder, of Legacy Matters, I educate people and ignite them to take action to complete their Workbook. Over and over, people have shared with me how much better they feel, knowing that their affairs are in order. I believe completing this process provides a sense of accomplishment and peace of mind. I have recently completed the Certified Executor Advisor's course with the Canadian Institute of Certified Executor Advisors and am the first licensed Funeral Director in Ontario to receive this designation. Your estate trustee will be very grateful to you for leaving a loving legacy. Specialties: Funeral Pre-planning, Pre-paid Funerals, Living Benefits, Life Insurance, Estate Planning, Travel Protection, Pre-paid Legal, Peacehold, Sales Training, Plan Gifting, Estate organization, Consulting, Professional Speaker, Executor Workbook.

I wonder how people feel about this option?
06/25/2020

I wonder how people feel about this option?

An Arnprior funeral home has opened the region's only "aquamation" service — a form of liquid cremation — after a two-year battle to obtain a licence.

Wednesday, April 29, 2020, 6:00pm – 7:00pmEstate and Funeral Planning SeminarDo you need a Will and Powers of Attorney? ...
03/12/2020

Wednesday, April 29, 2020, 6:00pm – 7:00pm

Estate and Funeral Planning Seminar

Do you need a Will and Powers of Attorney? Would you like to learn more about pre-planning your funeral? Attend this free seminar to learn about:
- Wills
- Powers of Attorney for Property
- Powers of Attorney for Personal Care
- Arranging your funeral

Space is limited, so please RSVP to Maria Oliveira [email protected] or
905-842-8030 to confirm your spot. Light refreshments will be provided.

O’Connor MacLeod Hanna LLP
700 Kerr St. Upper Level
Oakville, ON L6K 3W5
http://legacymatters.ca/seminars-and-workshops/

Thank you to Debbie and John for this great testimonial!
02/11/2020

Thank you to Debbie and John for this great testimonial!

Estate Trustees can breathe a little bit easier starting January 1, 2020. Recent changes announced that the Province of ...
01/09/2020

Estate Trustees can breathe a little bit easier starting January 1, 2020. Recent changes announced that the Province of Ontario’s budget which is effective January 1, 2020 will have significant changes that will benefit the Estate Trustees.

To learn more, visit our blog here: http://legacymatters.ca/estate-trustees-can-breathe-easier-this-year/

Thursday, September 19th, 2019 from 6:30pm-7:30pmEstate Planning SeminarDo you need a Will and Powers of Attorney? Would...
08/29/2019

Thursday, September 19th, 2019 from 6:30pm-7:30pm

Estate Planning Seminar

Do you need a Will and Powers of Attorney? Would you like to learn more about pre-planning your funeral? How should you prepare for your financial future? Attend this free seminar to learn about:

- Wills, Powers of Attorney for Property and Powers of
Attorney for Personal Care
- Arranging your funeral
- Financial planning for retirement and estate purposes

Space is limited, so please RSVP to Maria Oliveira [email protected] or 905-842-8030 to confirm your spot. Light refreshments will be provided.

O'Connor MacLeod Hanna LLP Barristers & Solicitors
700 Kerr St. Upper Level
Oakville, ON L6K 3W5

http://legacymatters.ca/seminars-and-workshops/

05/09/2019

Join us on Wednesday, May 22 from 6:00pm-7:30pm!

Attend this free seminar to learn about:
IMPORTANT THINGS YOU NEED TO KNOW WHEN ORGANIZING YOUR ESTATE

• What is informed Consent?
• Who do we take direction from?
• The importance of POA’s and a Will
• ….plus many more items

Presented by:
KAT DOWNEY, Prearrangement Funeral Director
Kopriva Taylor Community Funeral Home

Space is limited, so please RSVP at 905-399-5341 to confirm your spot. Light refreshments will be served.

WHERE: POST INN VILLAGE
203 Georgian Drive, Oakville
L6H 7H9

WHEN: Wednesday, May 22
Family Council 6:00 – 6:30 pm
6:30 – 7:30 pm Bar Cafe

http://legacymatters.ca/seminars-and-workshops/

Send a message to learn more

Do you receive a tax refund? If yes, you may be wondering how to best optimize your hard-earned money in a way that is b...
04/22/2019

Do you receive a tax refund? If yes, you may be wondering how to best optimize your hard-earned money in a way that is both meaningful and financially sensible for you and your family. Why not have your money work hard for you by pre-paying your future funeral arrangements? Check out my latest blog post to learn more about how using all or part of your tax refund to set up an Eligible Funeral Arrangement can be beneficial.

Do you receive a tax refund? If yes, you may be wondering how to best optimize your hard-earned money in a way that is both meaningful and financially sensible for you and your family. Why not have your money work hard for you by pre-paying your future funeral arrangements. The best way to do this i...

Wednesday, April 17th from 7:00-8:30pmJoin us and learn more about the Medical Assistance in Dying program. You will lea...
04/11/2019

Wednesday, April 17th from 7:00-8:30pm

Join us and learn more about the Medical Assistance in Dying program. You will learn who can and who can’t apply for this program and how the process works, including the regulations and safeguards in place.

Coffee and Dessert served.

Location Chappell House

Chappell House
4300 Riverwood Park Lane
Mississauga, ON L5C 2S7

You’re invited to attend any of our FREE Seminars/Workshops. We will cover various topics so check back often.…And yes, come with your questions. If there are no upcoming dates in your area, please email Kat directly with any questions. Please click on any of the sessions below for more informat...

Address

13/3100 Fifth Line West
Mississauga, ON
L5L5V5

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm

Telephone

+19057179197

Alerts

Be the first to know and let us send you an email when Legacy Matters posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Legacy Matters:

Share