Are you ready to get your estate in order?

Take the Evolution Strategies 5-Minute State of My Affairs Quiz.

Read on for more helpful resources to guide you through
your estate & legacy planning process.

Recent Blog Posts

We don’t know it all, but we know people who do.

OK, we admit it. We don’t have ALL the answers. That’s why we’ve made it our business to build lasting relationships with bright, talented people and professional organizations that consistently dazzle us. We’ve come to rely on these associates as trusted partners – and we feel good about recommending them to you.

Thought Leaders

Preferred Insurance Carriers

Canada Life


RBC Insurance

… and many more

Third-Party Tools

Willing Wisdom

Estate planning is more than just the division of assets, it’s also about important family conversations. A resource created to help assess the health of your estate plan is the Willing Wisdom Index, which takes less than 10 minutes to complete and only you will see your results. It has nothing to do with investments or insurance, but instead, everything to do with your most valuable asset – your family.

To complete the Ultimate Estate Planning Checklist and receive your own personalized  Willing Wisdom Index Report

  1. Visit www.WillingWisdomIndex.com
  2. Enter Your Access Code: TWDI76F1R9A

Quick Estate

Money Coaching Institute

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