Letter of Wishes Workbook

We're thrilled to announce the arrival of our new Letter of Wishes Workbook – the ultimate tool for articulating your estate planning wishes.

If you were to pass away, have you expressed how you would like your children raised? What types of things do you want their inheritance used for? Have you written a letter of love to your family outlining your favourite memories together, important life lessons, family traditions?

Our new Letter of Wishes Workbook is the ultimate tool for articulating your estate planning wishes.

Inside, you'll find guided prompts to communicate with clarity your wishes to your executors, beneficiaries, and advisers. From guiding principles for your funeral, children's upbringing, inheritance management, our workbook ensures your wishes are known. Plus, there's space for those heartfelt messages to your nearest and dearest, ensuring your legacy lives on.

We will now be offering all our new clients a complimentary copy of our Letter of Wishes Workbook.