The 5 Biggest Estate Planning Mistakes Canadians Make

Most Canadians know they should have an estate plan. Few feel confident they actually have the right one in place — or that their family would know what to do if something happened tomorrow.

This training walks you through the five stages every Canadian family needs to address to protect what matters most:

• Understand the fundamentals of Canadian estate planning
• Organize your assets, accounts, and key documents
• Reflect on your priorities, your family’s situation, and your legacy wishes
• Act by working with the right advisors and getting your legal documents in place
• Protect what you’ve built with a system for ongoing review as life changes

Your $19.97 registration reserves your seat and gives you access to the full training. Estate planning isn’t a one-time event — and this training gives you the roadmap to finally get it right.

What people have to say about Nicole:

“Informative and highly practical. The systematic approach helped us organize our estate information without missing important details. It can save both time and money when working with a lawyer.”

— Tammy Kelly

“Estate planning is not something people think about until they are much older. The biggest takeaway from this program is that starting early gives you peace of mind. We are now on a path to get our own house in order so when our time comes, those left behind will not be burdened with settling our estate.”
— Curtis Terry & Jolly Ma

“Nicole’s teaching style is excellent. She explains with coherent reasons as to why things are what they are. She alleviates many people’s fears about taking on this stage of their life.”
— Dan