Join us on March 3rd at 2:00 PM PST for an informative afternoon seminar at Comox Valley Curling club located at 4835 Headquarters Road, Courtenay, where a notary public, wealth manager, and REALTOR come together to offer a complete, real-world perspective on estate planning.
Our legal expert will explain how wills, powers of attorney, and representation agreements work together to protect your wishes and your family.
Our wealth manager will provide strategic insight into structuring your plan to reduce stress, preserve value, and ensure a smooth transition of assets.
Our REALTOR will share practical guidance on handling real estate within an estate—often the most significant asset—including timing, valuation, and common challenges families face.
Whether you’re just getting started or reviewing an existing plan, this session will help you understand your options, avoid common pitfalls, and plan with confidence. This seminar is ideal for anyone who already has estate documents and wants to know whether they should be updated, as well as those who have not yet put a plan in place. Guests of registrants are welcome.
Register via emailing
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We will discuss:
Who needs a will
What happens if you don’t have a will
Can you make your own will
What is the process of having a will professionally prepared
Types of Powers of Attorney
What PoAs can be used for
What is a Representation Agreement
What happens if you don’t have an RA?
When is the right time to sell and move to the best home for you
The simplicity of moving at an older age
Selling the estate’s real estate
Also check out other Workshops in Courtenay, Sports events in Courtenay.
