The 6 Buckets of Estate Planning and Why Most People in Ontario Should Have Two Wills Per Person - Webinar



26 Jan 2021, 11:00 AM

2 CPD hours

$59

4 (1)

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Course Description

We look forward to seeing you at our upcoming events.  Should you have any ideas for topics, speakers, sponsorship or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225.




Course Walkthrough

  • Ontario Estate Information Return
  • One Will vs. Two Wills Summary
  • Sample Client Engagement Letter
  • Sample Estate Planning Pricing Model
  • 6 Buckets Estate Planning Teaching Tool
  • Recording
  • Jim's Answers to Your Questions
  • Certificate: The 6 Buckets of Estate Planning and Why Most People in Ontario Should Consider Having 2 Wills - Live Webinar
  • Feedback / comments

About the Instructor(s)

Picture of Jim Kibble
Jim Kibble

Jim Kibble is an independent fee-only estate planner (i.e. sells no insurance or investment products) and founder of Ontario Estate Consulting Solutions Inc. with offices in Kitchener, New Hamburg, Hamilton, and St. Catharines. He holds credentials as a chartered accountant, trust and estate practitioner and certified executor advisor.

Jim is also the resident estate planner at the Henry Walser Funeral Home Ltd. in Kitchener where he operates his business and also assists Walser families with estate planning and estate administration matters.

Jim is husband to Penny and father to Scott and Julia and grandpa to Dean.

Jim's community involvement includes the Rotary Club of Kitchener Westmount, Country Hills Church, Waterloo-Wellington Estate Planning Council, and the K-W Racquet Club. Jim also enjoys doubles squash, camping, and the ukulele.


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