Estate Planning Services

Insure your nearest and dearest.

Estate planning provides you with the peace of mind that if something happens to you, the right funds will end up in the right hands at the right time.

Plan ahead to safeguard your loved ones’ futures.

In accordance with our legal and accounting partners, we help you with wills, power of attorneys, confirming advanced healthcare directives, binding death benefit nominations, and other legal documents.

At Create & Protect Financial services, we make sure that in the event of your death or incapacitation, your assets and decisions on your behalf are based on your wishes.

Estate planning ensures that your affairs are in order and that your assets were distributed fairly the way you wished, instead of via a government employee who steps in if there isn’t an estate plan laid out.


Curious to know more?

Get familiar with our wills & estate planning services by discovering additional information from our FAQ’s.


Why is estate planning important?

Dealing with estates can get quite complicated. Having wills and estate plans in place ensures that wealth is transferred to your family with the smallest possible tax burden. Keep the assets within your family protected and in the hands of those you choose.


I’m healthy and young, is it too early for wills and estate planning?

It is never too early to plan ahead. If you just purchased a property, or have immense assets in your name, estate and wills planning is encouraged as it will help transfer these assets as swiftly as possible to the people of your choice.


Is it better to have a will or a trust?

This is a matter for personal circumstance and will be advised based on your unique position. That being said, wills are generally less expensive and easier to set up than trusts, which are highly detailed legal documents.

Ready to kick start your financial quest?

If you’re interested in learning more about Create & Protect Financial Planning services or simply want to chat with a member of the team, get in touch with us. .