Executor & Estate Planning Consultation
With Shannon Williams, CFP®, TEP, CEA
Service Description
Whether you are navigating the weight of settling an estate or taking steps to protect your own legacy, this consultation is your starting point. In one focused conversation, we will cut through the complexity and give you a clear path forward. For Executors You do not have to figure this out alone. We will work through the administrative responsibilities, probate requirements, and family dynamics -- with a focus on protecting the estate and reducing stress for everyone involved. For Estate Planning A well-built plan means the people you love are protected and the legacy you built is preserved. We will look at tax-efficient transfers, trust structures, and the gaps most people don't know they have. How Booking Works All requests are personally reviewed by Shannon Williams to ensure your situation gets the time and attention it deserves. You will receive a confirmation or rescheduling request within one business day. Can't find a time that works? If nothing in the calendar fits, or if you are dealing with an urgent executor matter, call or text Shannon directly at 289-455-8558. We will find something that works.
Cancellation Policy
Scheduling Flexibility Estate matters don't always follow a convenient timeline. If my available time slots don't work for your situation, please call or text me directly at 289-455-8558 to discuss options. Appointment Confirmation Once you complete your booking you will receive an automatic confirmation email with your call details or virtual meeting link. No waiting required. Cancellation and Rescheduling If you need to cancel or reschedule, I ask for at least 24 hours' notice so I can offer that time to another family in need of support. You can reschedule directly through your confirmation email or reach me by phone or text. Late Arrivals If you are running late, please send a quick text or email so I know to expect you. To respect your time and the appointments that follow, the session will still end at the originally scheduled time. Our Commitment I know that estate matters can be unpredictable and emotionally draining. If an emergency prevents you from giving advance notice, please reach out as soon as you can and we will work something out together.
Contact Details
289-455-8558
shannon@newdawnfinancial.ca
33 Main St W, Grimsby, ON, Canada