A Survivor’s Guide Ebook

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.

Note: The information in this booklet is general in nature. Since laws vary from province to province, we recommend you obtain legal advice for the administration of an estate.

Contact Us

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.

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Mason Financial

5715 Sooke Road
Sooke, BC, V9Z 0C4

Phone: 250-642-0776
Toll Free: 1-866-888-0557
Email: [email protected]
Web: MasonFinancial.net

Serving the communities of:
Sooke, Langford, Colwood, Metchosin, Victoria, Oak Bay, Royal Oak, Sidney, Brentwood Bay, Vancouver Island, British Columbia

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