Frequently Asked Questions
HOW LONG DOES IT TAKE TO COMPLETE THE ESTATE DIRECTORY?
When working directly with Brenda via Zoom, most people take about 3 weeks to complete each session. If you are working on your own, under the basic program, it depends on you.
DO I NEED TO DO ANYTHING PRIOR TO STARTING THE PROGRAM?
Yes, if you are building a physical binder, you will need to purchase a good quality 2-3 inch binder, plastic inserts and index tabs (minimum 1-12).
HOW DO I PAY?
When working with Brenda via Zoom, forms will be sent to you to sign and return to her, along with your cheque of $500.00 or $600.00, depending on the program you choose. The foundation will provide a tax receipt directly to you.
WHAT DOES THE FOUNDATION CURRENTLY SUPPORT?
The foundation will provide donations to Souls Harbour Rescue Mission and Chalice Canada. Brenda reviews the amount being disbursed and directs the funds to various projects in need. There are no restrictions as to what the funds can be used for, except they have to be registered charities in Canada. If you would like to donate to the foundation, contact Brenda through this website.
HOW OFTEN DO I HAVE TO UPDATE MY DIRECTORY?
It is not necessary to update the material in your directory on an ongoing basis. It does not matter that accounts are outdated. What matters is that the Executor knows that the accounts exist and they can get updated information. You should update any accounts that you close and/or open, and those types of changes. Also, if the directory includes two people and one passes, it will have to be updated.
CAN THE PROGRAM BE DONE WITH MORE THAN ONE PERSON/FAMILY?
Yes. Brenda realizes that not everyone can afford her fee and to make it easier, she is willing to work with two individuals from separate families who can split her fee, provided they attend the same Zoom sessions. Tax receipts are not available for this option.
ARE THE PROGRAM OPTIONS REALLY THAT DIFFERENT?
Yes. The in person program does not provide the detail that the concierge program does. The handouts and forms provided are significantly less. Completion of the in person program is based on your self-motivation and commitment to getting it completed.
When working directly with Brenda via Zoom, most people take about 3 weeks to complete each session. If you are working on your own, under the basic program, it depends on you.
DO I NEED TO DO ANYTHING PRIOR TO STARTING THE PROGRAM?
Yes, if you are building a physical binder, you will need to purchase a good quality 2-3 inch binder, plastic inserts and index tabs (minimum 1-12).
HOW DO I PAY?
When working with Brenda via Zoom, forms will be sent to you to sign and return to her, along with your cheque of $500.00 or $600.00, depending on the program you choose. The foundation will provide a tax receipt directly to you.
WHAT DOES THE FOUNDATION CURRENTLY SUPPORT?
The foundation will provide donations to Souls Harbour Rescue Mission and Chalice Canada. Brenda reviews the amount being disbursed and directs the funds to various projects in need. There are no restrictions as to what the funds can be used for, except they have to be registered charities in Canada. If you would like to donate to the foundation, contact Brenda through this website.
HOW OFTEN DO I HAVE TO UPDATE MY DIRECTORY?
It is not necessary to update the material in your directory on an ongoing basis. It does not matter that accounts are outdated. What matters is that the Executor knows that the accounts exist and they can get updated information. You should update any accounts that you close and/or open, and those types of changes. Also, if the directory includes two people and one passes, it will have to be updated.
CAN THE PROGRAM BE DONE WITH MORE THAN ONE PERSON/FAMILY?
Yes. Brenda realizes that not everyone can afford her fee and to make it easier, she is willing to work with two individuals from separate families who can split her fee, provided they attend the same Zoom sessions. Tax receipts are not available for this option.
ARE THE PROGRAM OPTIONS REALLY THAT DIFFERENT?
Yes. The in person program does not provide the detail that the concierge program does. The handouts and forms provided are significantly less. Completion of the in person program is based on your self-motivation and commitment to getting it completed.