Testimonials
Referral from a new client couple
“K and I want to thank you for sharing your expertise through your program ‘Executor’s Friend’. We appreciate having your guidance in formulating a binder which we can share with our Executor for when the time comes that the information included will be needed.
Your checklist of items to consider including in the binder was invaluable and it encouraged us make a visit to our lawyer to have our wills, Powers of Attorney and Personal Directives redone to reflect the changes in our circumstances that have occurred since ours were last done seventeen years ago.
Your professional yet relaxed guidance made the entire process of preparing for the inevitable a positive experience that we will certainly encourage anyone considering your services to invest in.
Thank you once again”
–K&S
Referral from a recently widowed client
“I cannot say enough great things about Peter! Great to work with, easy to communicate with and very thorough. He explained things well and provided great insight and advice for moving forward in terms of my estate needs. The Executor’s Friend binder is user-friendly, and I was extremely impressed by the information included and it’s lay out. Having these clear instructions with simple language and excellent explanations to leave for my executor is nothing short of fantastic. The thought that they would have this product AND Peter’s support in the future is invaluable.”
–EVH
Referral from Financial Planners who referred several clients to Executor’s Friend
“P and I would like to thank you for introducing us and our clients to the Executors Friend process. We have heard from our clients that they found your professionalism, knowledge, and organization extremely helpful. The peace of mind that this process brought to them was invaluable.”
–TB & PF (Halifax-based Financial Planning Firm)
Referral from a Halifax Based Estate Lawyer
“I was first introduced to Executor’s Friend when a client, having completed the ‘Estate Preparation Stage’ with Executor’s Friend, retained me to review their previous Estate Planning documents. The product presented to me, produced by Executor’s Friend, was comprehensive, organized, and easily digestible. It made my job so much easier, and I am confident that any Executor, stepping into the role where Executor’s Friend is involved, will find their role far more manageable. As an Estate Planning Lawyer, I am often asked by my clients, after the Estate Planning documents are executed, what further steps they can take to best assist the Executor when the time comes for the Estate to be administered. I often advise that the best gift a person can leave to an Executor is an organized Estate. I believe that Executor’s Friend is providing just that.”
–J.R. (Halifax Estate Lawyer who later became a client himself)