How Do You Want To Be Remembered?

Legacy Planning with Check-Out Keep all your important papers accessible for those who matter most

Office Toll Free: 1-844-944-0900
E: [email protected]

Serving Ontario

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We have an exciting offer. Complimentary Check-Out Plans are now available for our top clients... That’s you!

What is Check-Out?

Check-Out offers a legacy planning tools that will help you to gather much of the information that is needed to create the best possible outcomes. And, it will save time by reducing the typical “back and forth” needed to gather all needed information to prepare your file.

How Will it Help?

The Check-Out website offers all sorts of prompts, tips and guides to help you organize and provide information and keep it current. What’s more, you can easily upload important documents and photos that you wish to store or share.

Benefits for You, Your Family and Us
  • Saves time and energy

  • Prompts you to add items that might otherwise be missed

  • Allows you to update information anytime

  • It’s fast, safe and easy to use

  • Add photos and important documents

  • The opportunity to create a legacy your family will appreciate

Included with Your Free
Check-Out Plan
Get Family Involved!

Lead the discussion about Legacy planning with your family and friends. Check-Out offers pre-written content that encourages them to connect.

Keep Pets Safe!

Create a Succession Plan for pets to ensure they will be well cared for should anything happen to you.

Create a Legacy

Share your favorite stories, recipes, songs, movies and more! The Making Memories section will help you create a legacy the family will treasure.

For more features visit:

To Get Started

1. Click the button below or email us for the complimentary access code
2. We’ll send you the code and simple instructions to get started right away


Office Toll Free: 1-844-944-0900
E: [email protected]

Serving Ontario





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