Let’s make sure your legacy goes where you want it to.
You've already heard the horror stories of the government swallowing estates whole with taxes.
Or siblings locked in a bitter battle about who gets the family silverware, cottage or heirlooms.
Creating a straightforward financial estate plan ensures that the legacy you've worked hard to build is distributed the way YOU want.
In less than 60 yes or no questions, you can find out EXACTLY how up-to-date your estate plan is.
Going through the Willing Wisdom Checklist is simple and fast.
And once you're done, you'll get:
A Scrore out of 100
Quickly discover how prepared your estate plan is.
An Action Plan
A thorough list of next steps you can take starting today.
A Report Card
A complete report of your estate plans strengths and weaknesses
Share a copy with your spouse. With your family. With your financial advisor. And get clarity on your legacy today.
What others have to say about Willing Wisdom:
SAVING TIME & MONEY
In 10 minutes I knew more about the financial health of our family than ever before. My wife and I received our report almost immediately. We had 5 things that we needed to make decisions around. Two of them we had never even discussed before! Now we know what to get organized BEFORE we meet with a lawyer. That saves us time and money."
- BA, British Columbia, Canada
WHAT AN EPIPHANY
Wow, I didn't know what I didn't know, until the checklist told me. That's the first time I was taken through such a comprehensive checklist of what I needed to do to complete an estate plan for myself and my family."
- GW, Alberta, Canada
FINALLY TAKING THINGS SERIOUSLY!
Talking about estate planning with my mom has always been difficult. She doesn't like to think about dying. She's 72 and hasn't updated her will in 30 years. A lot has changed. I used the Index with mom and I couldn't believe the conversations we ended up having. Plus, the index showed her she needed to get her affairs in order. I didn't have to nag! Her score of 37 made her realize that if she didn't take care of things now, she would be creating a lot of tension for my siblings and me down the road. We plan to do the checklist again in two months. And she's going to try and beat her score."
- HW, Alberta, Canada
A ROADMAP FOR THE FUTURE
So encouraging. I kind of went into it thinking, "Oh boy. Since my divorce, I bet this means I'll have a low score." But I scored higher than expected - 59! It let me know that things are going to be okay...and that I need to talk to my financial advisor. Pronto!"