At Knowledge First Financial, delivering an exceptional client experience is paramount. That includes providing you with best-in-class client service, as well as simple products and tools to help you achieve your financial goals. To add even further value, we’re always looking for ways to go above and beyond, offering a little something extra to help Canadians live better lives. We’re thankful for clients like you, who’ve chosen to invest with Knowledge First and trust us to help you save for your child’s academic future. To show our appreciation, we have a special gift for you: The Knowledge First Financial Will Kit, a free, comprehensive, and practical guide to managing your estate and assets.
How to use the Knowledge First Financial Will Kit:
1. Complete the Will Kit document with the help of the Pre-Questionnaire and step-by-step How-To Guide.
2. Save the document on your computer for easy access when you want to make changes.
3. Print, save and store the document in a safe location.
If you are a resident of Quebec, please read more about information about wills and estate planning in Quebec.
The Knowledge First Financial Will Kit
The Will Kit is a user-friendly tool to help you organize a will; a comprehensive, practical guide to managing their estate and assets. It’s written in a friendly, comprehensive “fill in the blanks” style, and will guide you through the process step-by-step, ensuring every detail is accounted for.
How-To Guide and Pre-Questionnaire
The How-To Guide and Pre-Questionnaire is a very important tool because it provides guidance and a Step-by-Step Guide to ensure a successful execution of the Will Kit Document.
Will Kit Frequently Asked Questions
This document answers important and frequently asked questions that you may have about the Knowledge First Financial Will Kit.