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WHAT IF SOMETHING UNEXPECTED HAPPENS? ARE YOU PREPARED?


HAVE YOU COMMUNICATED YOUR HEALTH, FINANCIAL AND ESTATE WISHES WITH YOUR FAMILY
AND YOUR EXECUTOR?


WILL YOUR FAMILY AND CHILDREN MAINTAIN A GOOD RELATIONSHIP AFTER YOU PASS?




Death is the “Elephant in the Room.” It happens to all of us but no-one likes to
talk about it. Talking about your wishes with respect to your health, your
finances and your estate is the best gift you can give your family to ensure
they maintain a solid relationship after you pass. Help them execute your wishes
rather than guess what you want.

Please contact us to do a needs assessment to determine if your estate is well
positioned to transfer to the next generation.




> Ensuring Your Estate is in Order: Health Directives



> Ensuring Your Estate is in Order: Financial Considerations



> Ensuring Your Estate is in Order: Estate Goals & Executor Responsibilities


HOW WE CAN HELP


Laura Ross Estate Consulting can work with you to do a needs assessment to
ensure your wishes with respect to your health, finances and estate have been
clearly documented and communicated with your family. This will allow for a
smooth execution of your estate and reduce family conflict as much as possible.

 * Meet with couples/families to do a needs assessment of the estate including
   future health needs, financial assets, reducing probate, family vacation
   properties, transfer of wealth etc.
 * Meet to understand and identify overall estate goals and identify possible
   challenges with the estate and determine logical solutions to solve them.
 * Assist the family with a communication strategy to discuss their estate with
   their family members.
 * Discuss with the executor their role and ensure there is an understanding of
   the issues involved
 * Provide a plan to proceed with getting the estate in good working order.


In addition, we can work closely with the Executor, post death, to provide
direction on estate execution or handle the full range of Executor duties on
your behalf at a much lower cost than a lawyer or financial advisor.

 * Organize, partner with and coordinate family members, interested parties and
   external resources to ensure the smooth execution of familial estates at a
   much lower cost than using a lawyer or accountant.
 * Ensure regular communication with interested parties regarding the status of
   all aspects of the estate administration including expenses incurred for the
   estate.
 * Develop relationships with all interested parties, financial, familial, legal
   etc to ensure efficiency and timely execution of estate.
 * Provide on-going communication regarding the status of the administration of
   the estate.
 * Execute all aspects of the estate from probate to final disbursement of
   proceeds in a cost effective and timely manner.


Get in touch with Laura Ross Estate Consulting, we can help.

LAURA ROSS |
LAURA@ESTATECONSULTING.CA |
+1 416 723 3316