KBHFINANCIAL.CA 1(833)429-1190
Not sure where to start with organizing your estate plan?
Find out with our quick quiz.
It only takes two minutes and it's free.
Your Family Legacy and Estate Organizer is the first thing your executor and family will want to get their hands on to manage your affairs if something happens to you, whether you die, or are somehow incapacitated and need ongoing care.
Your organizer is like an emergency phone to communicate with your loved ones when you may no longer be able to communicate on your own.
Make sure the message is the one you want to send!
How it works
Answer 15 Questions
Nice and simple yet these questions help us to identify your key strengths and weaknesses for accurate results.
Receive your resutls
Once you have finished, your answers are then pumped through our clever algorithm to produce your final score.
Action steps
Based on your score we will provide some insights for you to take acton and improve your score for next time.
