Course content

    1. Recording

    2. Ontario Estate Information Return

    3. One Will vs. Two Wills Summary

    4. Sample Client Engagement Letter

    5. Sample Estate Planning Pricing Model

    6. 6 Buckets Summary

    7. Workshop Q&A

About this course

  • $59.00
  • 2 CPD hours
  • January 26, 2021

Instructor(s)

Jim Kibble

Jim Kibble is an independent fee-only estate planner (i.e. sells no insurance or investment products) and founder of Ontario Estate Consulting Solutions Inc. with offices in New Hamburg, Kitchener, and Hamilton. He holds credentials as a chartered accountant, trust and estate practitioner, and certified executor advisor.

Jim is also the resident estate planner at Henry Walser Funeral Home Ltd. in Kitchener, where he assists families with estate planning and estate administration matters following the loss of a loved one.

Jim's community involvement includes the Rotary Club of Kitchener Westmount, Kitchener-Consestoga Probus Club, Country Hills Church, Waterloo-Wellington Estate Planning Council, Estate Planning Council of Canada, Canadian Association of Farm Advisors and the K-W Racquet Club. Jim enjoys doubles squash and leads a music program for over 20 seniors.