360 Life Plan – Protecting Your Assets & Legacy

Weekly schedule

About this program

Estate planning is about more than documents: it’s about clarity, comfort, and protecting the people and values that matter most. As we age, questions around wills, taxes, succession, and the fair transfer of assets become increasingly important. This session, featuring estate planning professionals Elyssa Lockhart, Marisa McGarry, and Don Woods, explores how legal tools, life insurance, and intentional legacy planning can preserve wealth, ease complexity, and support family continuity. You’ll also learn when Canadian trust companies can provide essential fiduciary support for more complex estates. Join us to gain practical guidance that helps you safeguard your wishes and design a legacy that reflects your priorities, vision, and purpose.