Frequently Asked Questions
Answers to common estate planning inquiries
How long does the planning process take?
The timeline depends on your specific needs and complexity, but a typical plan is developed within four to six weeks. We focus on timely progress without compromising thoroughness.
What information do you need to start?
To begin, we require basic details about your family structure, existing documents, and your objectives. This allows us to tailor a plan that accurately reflects your wishes.
How is my personal information protected?
We use industry-standard encryption and secure storage practices to safeguard all documents and communications. Your confidentiality is a core priority in our service.
Can I update my plan after it’s completed?
Yes. Life events such as marriage, new family members or changes in circumstances may prompt updates. We offer ongoing reviews to keep your plan current.
What are the next steps after submitting a request?
You can begin your estate planning journey by reaching out to InheritGuard at inheritguard.vip or calling +14163422496 to set up a no-obligation consultation. We’ll review your objectives, discuss key documents like wills and trusts, and outline the steps needed to protect your legacy.
What documents are essential for a basic estate plan?
A well-rounded estate plan typically includes a last will and testament, power of attorney directives, and health care directives. InheritGuard will guide you through drafting and executing each document correctly under Canadian regulations.
How can I update my existing estate plan?
Updates are simple with InheritGuard. Contact our team through inheritguard.vip or by phone to discuss changes in your family circumstances or assets. We’ll help you amend or restate documents so they remain aligned with your intentions.
Is it possible to protect my estate from unexpected legal challenges?
Yes. InheritGuard offers resources that strengthen your plan against disputes, including clear beneficiary designations and properly witnessed documents. Our team will review your estate structure to minimize the risk of contested claims.
Can I handle estate planning entirely online?
Many of our services are available via secure online portals, including document preparation and reviews. You’ll receive guided instructions, and our advisors remain accessible by phone or video conference throughout the process.
How much does an estate plan cost?
Costs vary based on the complexity of your estate and the number of documents required. InheritGuard offers transparent fees with clear estimates during your initial consultation—no hidden charges or surprise extras.
Do I need a trust even if my estate is small?
Trusts can offer benefits such as smoother distribution and privacy, even for modest estates. Our advisors will assess your situation to determine if a trust aligns with your goals and family needs.
What support is available after my plan is in place?
InheritGuard provides ongoing resource updates, secure storage of your final documents, and periodic reviews to ensure your plan adapts to legislative changes or life events.