Wed, 19 May 2021
More than half of Canadian adults don't have a will which can cause additional legal costs, family conflict, and unnecessary legal battles. Unfortunately getting a will done is very easy to procrastinate on as it can be a hassle to set up meetings with a lawyer, ask those difficult questions and be involved in all the back and forth that's required when setting up a will the traditional way by meeting with a lawyer face-to-face. As many long time listeners of the show know, I'm a big fan of technology companies that help automate or at least make it a lot easier to do some of the more tedious but important things that we need to get done. So in this episode, I'm excited to bring on Daniel Goldgut, a former tax and estate planning lawyer here in Canada, who together with his team over at epiloguewills.com has created a tool that you can use to get a will created in as little as 20 minutes. It's also a lot less expensive than what I paid to have our will done with a lawyer years ago before this tool existed. We cover what the top mistakes are that Canadians do when creating a will, as well as how and when to properly update it when different events occur in your life. We also cover designating a power of attorney and how to ensure that your will is actually legally enforceable here in Canada. If you want to check out the tool that Daniel and his team have built you can go to epiloguewills.com, and Daniel's been kind enough to also provide Build Wealth Canada listeners with a $20 discount if you choose to use the service. To get that just use the promo code BUILDWEALTH20. There's no affiliate or commissions for me on that, it's just a straight $20 off for all Build Wealth Canada listeners.
Questions Covered:
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Direct download: How_to_Get_Your_Will_Done_in_20_Minutes_and_Why_Its_Critical.mp3
Category:general -- posted at: 9:03am EST |