Estate Planning

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.  360 Financial Group will help identify areas to address and of concern.  We can provide you with an external referral partner should you not have a solicitor. 

The executor and trustee of a will are required to perform a number of duties. At 360 Financial Group we will work together with your legal representative to assist at this difficult time.

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