At Plan Well Guide we want to help you find and receive the best help you can possibly get for all of your legal, financial, and trust needs. With that goal in mind we are amassing a list of professionals for you that we recommend to help you along your planning journey.
We embrace clients and their loved ones as an extension of our family. Care and trust are paramount to us – we believe they are the foundations for developing a partnership where you feel heard and understood so that you are comfortable discussing the matters most important to you. Forming a deeply-rooted understanding of your family, financial goals and life’s dreams enables us to build a financial strategy tailored to your life. We work with you to develop a clear and customized financial road map to empower you to enjoy what we call “lifestyle for lifetime”. To learn more, visit us at geneawealth.ca
604.687.7526
pneugebauer@assante.com
800-650 West Georgia Street, Vancouver BC
Financial Concierge™ delivers impartial Executor and Attorney services for property and personal care featuring a tailored, high-touch experience and zero asset minimums. We're the right fit for those with no one to name or who prefer not to burden loved ones.
Contact Financial Concierge™ to learn more.
www.financial-concierge.ca
The choice of executor is one of the most important estate planning considerations. If you do not have a friend or family member that has the necessary skills, time, and desire to act in this important role, a professional executor may be right for you. Guardian Estate Company specializes in procuring the optimal professional executor and trustee for your unique values and circumstances. We compare options on the basis of cost, expertise, location of administration, and ability to service the needs of your beneficiaries. Our approach will save you time and money, and provide you with peace of mind knowing that your affairs are in order.
Contact Guardian Estate Company to learn more.
www.guardianestate.ca
With 1,000+ lawyers from all practice areas available across Canada, My Friendly Lawyer is answering hundreds of legal questions a day from Canadians. Today MFL has over 25,000 subscribers across Canada and is a trusted partner to many for legal advice for their families and businesses.
Contact My Friendly Lawyer to learn more.
www.myfriendlylawyer.com
Richard A. Low & Company is a multi-service law firm composed of family members and based on family values. We provide legal services including wills, estates, tax planning, enduring powers of attorney , personal directives, and other related matters, to our clients, with a commitment to quality, a culture of service, and a high degree of integrity.
Contact Richard Low to learn more.
www.lowlaw.ca or call for an appointment to 403-380-2499.
Epilogue is a leading Canadian online will company founded by estate planning lawyers. It offers a seamless and user-friendly platform for creating legally binding wills.
Contact Epilogue to learn more.
www.epiloguewills.com