Survivor’s Guide eBook
to Settling Your Estate and Personal Records Organizer
Your partner or loved ones will face many decisions upon your death. This free booklet will help your executor and family members with advice on whom to contact along with information regarding your personal records so that everything they need to settle your estate is in one convenient location. It contains fillable form fields so that you can type in all of your details, save and send to your executor and/or people who will require this information.
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ABOUT KAREN MASON
Karen Mason is a Certified Financial Planner, a Chartered Life Underwriter and a Certified Health Insurance Specialist.
She has been involved in Financial Services since 1983. Her background includes management roles such as trainer of financial advisors and development manager. She has worked extensively in the fields of tax and estate planning, retirement planning, business succession planning, farm transfer planning, charitable giving, life, disability, critical illness and long term care insurance.
Thank you for your patience and understanding as our website undergoes a major update. In the meantime, if you have any questions about our financial and business services and/or you would like to discuss your financial goals, please click the GET IN TOUCH button or visit our Contact page for more details. – Karen