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Estate Planning. Smart. Simple.

What is Looking ahead?
KEEPING IT CURRENT
PASSING THE BATON

LOOK INSIDE

Our Solution Organizes Your Affairs into 3 Main Categories


INCAPACITATION

DEATH

LEGACY

Simple to Use

Our straightforward application walks you through the steps of creating a smart and comprehensive estate plan.

Keep it Current

Significant events such as changes in your marital status, beneficiaries, and/or Executor(s) need to be updated and recorded in order for your wishes to be realized.

Various Devices

Download the Looking Ahead app for your iPad or iPhone, or use your web or mobile browser on your computer or other mobile devices.

Print & Store

For added security, you can print a hard copy of your entire profile to store in your custom Looking Ahead binder that can be ordered from our website.

Passing the Baton

Grant read-only access of your vitual Looking Ahead guide to your Power(s) of Attorney and/or Executor(s) in a timely manner

Simple to Use

Our straightforward application walks you through the steps of creating a smart and comprehensive estate plan.


• Easily upload your critical documents

• Keep an inventory of your assets

• Ensure that your wishes, treasured letters, photos & videos are provided for your loved ones according to your specific instructions

Keep it Current

Significant events such as changes in your marital status, beneficiaries and/or Executor(s) need to be updated and recorded in order for your wishes to be realized.


To this end, Looking Ahead has created notification categories:

1. Personal reminders, which include:

(a) a personal dashboard to summarize your progress

(b) push notifications reminding you:

(i) about milestones

(ii) about partial or incomplete sections

(iii) to add new family members to your information (eg. spouse, children or grandchildren)

2. Inform your professionals. Looking Ahead can:

(a) in the event of your incapacitation, alert your Power(s) of Attorney

(b) in the event of your passing, alert your Executor(s)

(c) in the event of your passing, alert your financial advisor, estate lawyer, insurance broker, funeral home and accountant to get a head start in processing your documents for your Executor

Various Devices

Download the Looking Ahead app for your iPad or iPhone or use your web or mobile browser on your computer or other mobile devices.

The Looking Ahead app allows you to import your contacts, upload pictures and videos, dictate your information and receive notifications directly to your device. Update changes whenever and wherever.

Print & Store

For added security, you can print a hard copy of your entire profile to store in your customized Looking Ahead binder that can be ordered from our website.


• Safely cache - in one organized package - your instructions, notarized documents, account information, and any other documents you would like to be passed on to your Power(s) of Attorney in the event of your incapacitation and to your Executor(s) in the event of your passing

• Each section of the binder contains durable inserts to protect your most critical documents from damage

• Print all or individual sections as you update information and keep your Looking Ahead guide current

• See the video

Passing the Baton

When you create your account, you will select a minimum of two trusted “Authenticators” who, when the time comes, will either inform or confirm your incapacitation or passing to Looking Ahead.

Your Authenticators should be people you trust (e.g. a family member, close friend or professional) who will each be given a unique 8 digit alpha numeric code.

This is how it works:


1. One of the selected Authenticators will enter his/her unique code, informing Looking Ahead of a change in your status

2. Looking Ahead will then email the other Authenticator(s) requesting confirmation of the change

3. A second Authenticator enters his/her unique code to confirm your status

4. In the event of your incapacitation, Looking Ahead will email your Power(s) of Attorney and grant read-only access to the relevant section of your Looking Ahead guide

5. In the event of your passing, Looking Ahead will email your Executor(s) and grant read-only access to the relevant sections of your Looking Ahead guide

Your Authenticators will not have access to your Looking Ahead guide unless you have named them as your Power(s) of Attorney and/or Executor(s). You decide when your Authenticators will learn about your Looking Ahead guide and when they will be given their unique code.

BENEFITS

For Loved Ones and Beneficiaries

Significant Time Saving

Literally save your Executor(s) and loved ones tens to hundreds of hours by having your affairs in order.


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Save Money

Disorganized estates usually pay more taxes and require more professional services, which ultimately decreases estate value for your beneficiaries.

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Peace of Mind:

Remove unnecessary stressful decisions from your loved ones.



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Did you know?


Obtaining a tax clearance certificate (in Canada) can take considerable time if your estate is not organized


Get organized

• Keep your important documents together in a safe place

• Take inventory of your assets: savings, home, insurance, pensions, RRSPs, etc

• Keep this information current over the years

Help your Power(s) of Attorney & Executor(s) expedite your wishes in a fraction of the time.


Did you know, your Executor is responsible for:

• Applying for life insurance benefits

• Preparing an inventory of assets & liabilities

• Arranging for payment of all debts

• Filling an income tax return for the year of death

• Distributing estate assets

• Cancelling memberships and subscriptions

• and much much more...







Did you know?


If you do not document where all your bank accounts exits, they may be included in the 1.4 million unclaimed balances worth $532 million (at the end of December 2013 in Canada).

• Over 93% of unclaimed balances were under $1,000.00, representing 29% of the total value outsanding. In 2013, the Bank (Canada) paid out $14 million to account holders. The oldest balance dates back to 1900!


See:

http://www.bankofcanada.ca/unclaimed-balances/

http://www.moneysense.ca/invest/the-ultimate-treasure-hunt


If you die without a will (intestate)

• Your estate may be divided in a way you may not have wanted

• Someone wil be appointed to administer your estate, rather than you choosing the person you want

• The courts will appoint a guardian for minor children, and it may not be the person you would have chosen

• Your assets may be frozen, which means no one has access to money or property until the estate is settled

• A minor's inheritance may be frozen until he or she reaches the age of majority

• Your estate or your heirs may have to pay more taxes









Did you know?


• Having your critical documents and wishes well documented will enable your loved ones to make appropriate decisions in their time of grief


• A well prepared estate plan also gives your loved ones peace of mind and confidence knowing they are respecting your wishes





START Looking ahead TODAY!

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