New will and estate pre-planning tool available for Canadian growers
December 19, 2023 By Greenhouse Canada
Dec. 19, 2023 – Farm Credit Canada (FCC) has released a new Will and Estate Pre-Planning Tool for Canadian farms, aimed at giving producers a starting point to plan for the future of their operations.
The Farm Transition – Will and Estate Pre-Planning Tool for Canadian farms is based on Dr. Tom Deans’ Willing Wisdom Index platform. It has been adapted to reflect the unique needs of Canadian farm owners. Producers will get their own personalized recommendations and checklist minutes after answering a series of questions. The checklist will identify what is being done well and any existing gaps in estate planning.
“A farmer will take 8 to 10 minutes, go through the checklist, hit enter, get the report and see what they have to do. The recommendations will be clear and a common one will be to sit down and talk to the family,” said said Dr. Tom Deans, intergenerational wealth transfer expert, speaker and author.
The will and estate pre-planning tool is free, completely anonymous and confidential. The personalized checklist and recommendations producers receive include actions that can be taken immediately. They can then go back to the tool multiple times to see their score improve and checklist change based on what they have accomplished. It can be found at WillingWisdom.com/FCC.
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