Description
Take control of your future—one step at a time.
The Essentials Package is the perfect starting point for anyone who wants to stop procrastinating and start planning. Whether you’re updating old documents or beginning from scratch, this one-on-one session helps you get organized, clear about your priorities, and equipped with practical next steps.
This isn’t a generic checklist—it’s personalized guidance, backed by experience, delivered with care.
✅ What’s Included:
- 75-minute private consultation (Zoom or in-person)
- Legacy Readiness Self-Assessment
- Customized checklist of legal, financial, and personal planning gaps
- Educational handouts on Wills, Enduring Power of Attorney, and Personal Directives
- Email summary with personalized recommendations
👤 Ideal For:
- Individuals or couples just beginning estate planning
- Those unsure if their documents are still valid or complete
- Anyone who wants a second set of expert eyes on their plan
💡 Why It Matters
Estate and legacy planning isn’t just about documents—it’s about clarity, control, and easing the burden on those you care about.
Many people delay planning because they don’t know where to start. The Essentials Package gives you the confidence to take that first step with support and structure. It helps you uncover what’s missing, understand what matters most, and begin putting your wishes in writing—so your future isn’t left to chance, or to guesswork.
🎓 Led by Nancy Boisvert, CEA
This service is led by Nancy Boisvert, a Certified Executor Advisor (CEA), trained to guide individuals and families through estate planning and administration with professionalism and compassion. It includes education on Wills, Enduring Power of Attorney, and Personal Directives—key elements in every Canadian’s estate plan. Learn more about how we support individuals and families or watch our videos for insights.
📌 Build a strong foundation before jumping into complicated legal documents. The Essentials Package gives you clarity, confidence, and peace of mind—without overwhelm.
