How do I avoid the 3 biggest mistakes people make with their estate?
Most people want to leave a meaningful legacy — but without the right financial plan, common estate mistakes can lead to higher taxes, family conflict, and unintended outcomes.
Let’s have a no-pressure conversation about how smart estate and tax planning can help you avoid the biggest mistakes and protect the people and causes you care about most.
A thoughtful financial plan today can ensure your wealth is preserved, your wishes are honoured, and your legacy lives on.
SET YOUR GOALS. LET'S MAKE THEM HAPPEN.
Protect what you’ve built. Plan for what comes next.
Get your complimentary financial plan and personalized estate planning review to help you avoid costly mistakes and preserve your legacy.
-
Avoid common estate pitfalls that can lead to higher taxes and family conflict.
-
Create a plan that protects your loved ones and the causes you care about.
-
Gain peace of mind knowing your wealth will be distributed according to your wishes.
SET YOUR GOALS. LET'S MAKE THEM HAPPEN.
Protect What You’ve Built. Plan for What Comes Next.
Get your complimentary financial plan and estate snapshot — a clear plan to protect your legacy.
What to Expect from Our Chat Together:
-
Gain clarity on how your current estate plan (or lack of one) could impact your legacy.
-
Discover what matters most to you and your family.
-
Reveal where we can add the most value to support your goals.
-
Explore your needs in retirement.
BUILT FOR ADVISORS WHO DESERVE MORE
Confidential Valuation & Platform Overview
What you'll get during your call
-
A confidential, no-obligation valuation of your practice
-
A walkthrough of our advisor platform and benefits
-
Learn about your
pain points -
Answers to your questions — no hard pitch, just real insight
© 2025 Optimize. All rights reserved.