Vision: To be the go-to service for estate planning.
Mission: Simplifying estate management administration processes.
Values: Knowledge, Communication, Integrity, and Excellence
We both discovered that there is a lot to learn to be able to undertake these roles with confidence.
We also found that there are very few coordinated resources to support people in these roles.
As a result, we decided to fill that need in the market and bring the right tools, resources, and advice to Estate Planners and their planning partners.
One of the greatest pleasures and most meaningful experiences of our lives was the growth of our relationship with our parents from children to friends and ultimately to advisors and caregivers.
I’ve always loved being with my mom, and I feel privileged to have supported her with my sister Anne as her Co-Personal Directive Agent and Co-Power of Attorney.
I won’t lie to you, seeing a parent struggle with incapacity is heartbreaking. It’s so hard to see the person who nurtured you lose their capacity to care for themselves. It is heartbreaking to watch someone who was so passionate about life lose their ability to make it through the day without fear, confusion, and loss.
However, I loved spending afternoons in the sun-lit unit where mom lived; painting, beading, walking, or singing with and to my mom. Despite her difficult circumstances and limited capacity to communicate, her joyful spirit shone through most of the time.
I see the pre-planning tools provided by Exit Savvy as a way of giving you (the Personal Directive Agent, and/or the Power of Attorney) the freedom to spend quality time with the person you love, rather than being focused on administrative chores. Taking the administrative work out of the mix when you are also working, managing a household, and your nuclear family and friends, leaves you with a much greater ability to seize what precious time remains with your loved one.
Completing the Exit Savvy planning process helps you build a strong understanding of that individual’s needs before they are unable to communicate those needs to you.
I am an adult educator, a certified training and development specialist, and a certified coach. These skills underpin my ability to support planners and their personal support team in the estate planning activities and beyond.
Dad owned a manufacturing company in which I (and all of my siblings) worked as we were growing up. Over the years Dad and I moved from father/daughter/boss/employee to peers talking about the fun, the illusion of freedom and challenges of business ownership. In the final few years of Dad’s life we began talking about his concerns regarding Mom’s deteriorating mental health and his needing to ensure she would be well cared for.
Those conversations resulted in new Wills, Personal Directives and Powers of Attorney documents and Dad sharing some information about their financial situation. What he shared was incredibly helpful to Stevie and me in our roles as Executors, Powers of Attorney and Personal Directive Agents for Dad prior to and following his death, and in functioning as caregivers for Mom. What Dad didn’t prepare and share resulted in a tremendous learning experience and is what has brought us here, to establishing Exit Savvy.
I agree with Stevie and I am convinced that the most valuable aspect of the Exit Savvy products and services is removing so much time that is spent on administrative chores. They create more high quality time that can be spent with the people you love during these stages of life. Functioning in these roles is a doorway to one of the richest experiences we as human beings can share.
We wanted to provide the best possible products and services for individuals who take on (caregiving) roles, along with the responsibilities of Personal Directive Agent, Enduring Power of Attorney and Executor. Consequently I joined the Canadian Institute of Certified Executor Advisors and obtained my Certified Executor Advisor designation.