Get proactive. Get educated
Access the latest news, articles and other educational resources.
Managing Digital Data: Ensuring a Smooth Transition for Loved Ones
It is now imperative to consider our digital assets and how we intend to transition them to our loved ones after we pass away. In this article, we will highlight the key steps to proactively manage this handoff when the inevitable occurs.
Why Every Canadian Should, Sorry Needs To, Have an Estate Plan
Learn about the dangers of not having a comprehensive estate plan and how to become a proactive planner in a few easy steps
Women & The Estate Planning Process
By taking an active role in estate planning, women can prevent family conflicts and minimize the stress during challenging times.
Over 75% of Canadians Lack Adequate Estate Plans
Why Proactive Estate Planning is Essential for You and Your Loved Ones. When it comes to planning for the future, many Canadians tend to overlook an essential aspect: estate planning. A recent study conducted by IG Wealth Management in collaboration with Pollara...
Why my parents need to become proactive planners
Happy Birthday to my old man who hit 70 this year, this article is dedicated to you. I write this with a lot of love and a healthy amount of concern for allowing you to age gracefully with peace of mind. To the man that taught me how to administrate my own life, I...
New partnership – Canadian Forces Morale & Welfare Services
As a company and as a group of individuals that believe in helping all Canadians protect their future, we are proud to announce that we are now partners of the Canadian Forces Morale & Welfare Services (CFMWS) through their CF Appreciation Program. Canadian...
Case Study: Grant Sauer Notary Public + The Portal – Creating efficiencies and results
About Grant Sauer Notary: Grant Sauer Notary Public offers professional legal services including real estate transactions, notarizations, and estate planning. Traditionally, they initiated transactions and exchanged documentation through methods such as phone, email,...
Why should you add an estate management solution to your Benefits package?
Does any of this sound familiar to you? A company is releasing a new product but to support it they’ll need to add an additional 10-15% headcount across multiple areas of the business. They’ve put together a generous compensation package that includes a...
Press Release: ReadyWhen launches a tech partnership with Prospr by Sun Life
ReadyWhen launches a tech partnership with Prospr by Sun Life, a first-of-its-kind hybrid advice platform that offers Clients protection and proactive digital legacy management. This partnership gives Prospr by Sun Life Clients free access to ReadyWhen’s digital...
The Digital Judicial – The future of Canadian Estate Law
Bill 21 went live in BC on December 1st. This was a historical moment for estate law in Canada as it allows for wills, witnesses, and storage of wills to go digital. Techcouver, asked Jessie Vaid, CEO and Founder, to give his opinion on the future of Canadian estate...
Who Has The Key to Your Digital Assets
The digitalization of the world has accelerated in the past few years because of the pandemic. Online purchases, meetings, social media, virtual worlds, and subscriptions, all saw unprecedented growth. Now it is more important than ever to understand that your digital...
Introducing Bill 21 – A change has come
BC becomes the first province in Canada to allow for the electronic signing, virtual witnessing, and online storage of wills The pandemic spurred massive changes across industries, behaviours and processes, and the legal industry was no exception. Legal professionals...
Press Release: ReadyWhen partners with Estateably
DIGITAL ESTATE MANAGEMENT SOLUTION, READYWHEN PARTNERS WITH CANADA’S LEADING CLOUD-BASED ESTATE PLATFORM ESTATEABLY TO BETTER PREPARE CANADIANS TO DEAL WITH END-OF-LIFE PLANNING AND ADMINISTRATION. Technology partnership creates Canada’s only digital, proactive, full...
How should Financial Planners have the “talk” with their clients?
A guide to a healthy and effective Estate planning conversation Deciding what should be done with our Estate after we are gone is never easy. The topic is tough and the stats prove that most of us tend to avoid discussing or planning for it. However, if you are a...
Why is it important to grant power of attorney?
A power of attorney (PoA) is a very important legal document that protects your family should you become incapacitated, ill, or mentally incapable of making sound decisions. By appointing an ”attorney”, they will have the ability to make legal, financial, and health...
Why I quit my job to pursue ReadyWhen
Death is never easy. I know this first hand. I got married in June of 2012 and the day we returned from our honeymoon, my Mom told us that her cancer had returned. She had been battling the disease for over 15 years. The plans my wife and I had envisioned for our...
What is the role of Executor?
To execute an estate is a big task - it requires time, organization, and determination while dealing with the loss at hand. To be an executor means dealing with legal professionals, financial institutions, creditors, legal court system and beneficiaries. The pressure...
What is a Probate?
A few years ago, I lost both of my parents. It was heartbreaking and tough on the entire family. We were dealing with two sudden losses, first when my Mother passed away, and then shortly thereafter when we lost my Dad. It put a massive emotional strain on everyone in...
What is a Representation agreement?
(BC Only) Firstly, it is important to note that a representation agreement is only needed in British Columbia. Secondly, this document is required for personal care planning. It is a legally enforceable document used when a person is incapacitated, entering palliative...
What is a Power of Attorney?
The majority of Canadians do not know the difference between a power of attorney (PoA) and a will but it ultimately comes down to life and death. A will protects your wishes after you have passed, whereas a power of attorney protects your needs while you are alive....
What is the difference between a Trust and a Will?
Planning an estate can be confusing for a lot of reasons: The immediate grief brought by the loss of a loved one The panic to ensure everything is in order for the rest of your family The difficulty in locating all pertinent information Aside from that, the legal...
Advantages of the ReadyWhen Teams Feature
Jessie Vaid, the founder of ReadyWhen, has been a Notary Public in BC since the early 2000’s. During this time he has assisted thousands of clients with their estate plans. In doing so, he was often struck by how the current manner of completing an Estate plan is...
How to create a Will
There comes a time in everyone’s life when they begin to think about how they will protect their family, and share everything they worked so hard to build over their lifetime. The first major step in this process is writing a will. A will dictates how your final...
Why do I need a Will?
There comes a time in everyone’s life when they begin to think about how they will protect their family, and share everything they worked so hard to build over their lifetime. The first major step in this process is writing a will. A will dictates how your final...