Farm Transition – Will and Estate Pre-Planning Tool™
Use this education tool to help you better understand your estate and transition plan.
The Farm Transition – Will and Estate Pre-Planning Tool™ is based on the Willing Wisdom Index platform to reflect circumstances unique to Canadian farm operators. The tool is designed to help you consider the many complex issues related to farm transition and facilitate more productive and informed conversations with your advisors and family. It’s not a replacement for independent legal, accounting, and financial advice.
How it works
Answer a set of yes or no questions about your farm transition plans. After completion you’ll receive an email with your personalized Farm Transition – Will and Estate Pre-Planning Report™.
Privacy & Confidentiality
Your Farm Transition – Will and Estate Pre-Planning Report™ is completely confidential. If you’d like to share the report with other members of your transition team (for example, your accountant, lawyer, lender, or family member), you can add up to three of their email addresses below, and they’ll receive a copy.
Ready to get started?
Enter your first name.
Enter your email address. We require a valid email address to deliver your Report.