You Need a Will
A will is a legal document that outlines your wishes upon death. At Red Seal Financial Ltd. we believe a will forms the foundation of your financial plan. We will work with you, in conjunction with your lawyer, to ensure you have a valid will, enduring power of attorney and a personal directive. If you don't have a lawyer we can refer you to a law firm we have partnered with who offers will & estate planning services at a discounted rate for our clients. The firm is located nearby which makes the process convenient.
Our process starts with an estate planning questionnaire. Most people are surprised at the number of things they hadn't even considered that need to be addressed. After completing the questionnaire we will go through it and make sure you are comfortable with your choices and identify any holes. From there we let the law firm take over and do what they do best. The end result is a valid will that ensures your wishes will be carried out upon your death.