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.
