Stepright Capital Planning Inc.

How to Leave a Legacy in 6 Easy Steps

Your Guide to Making a Gift in Your Will

Join Lynn Whetham and guests to understand how to leave a legacy in six easy steps. These six steps are your guide to making a gift in your will.  The steps will help you clarify your reason, consider your individual circumstances, maximize your gift, help you make a lasting gift, guide you on how to take your plan to a lawyer and finally share your reason.

In the words of Pericles, “What you leave behind is not what is engraved in stone monuments, but what is woven into the lives of others.”


 Step 1: Clarify your Reason with Anne MacKay

Step 2: Consider Individual Circumstances with John Neufeld

 Step 3:  Maximize your gift with Paul Drouillard CPA, CGA

Step 4:  Make a Lasting Gift with Lisa Short and Sherri Grosz 

Step 5: Take your plan to a Lawyer


Step 6: Share your reason with Tom Deans Ph.D. Author of Willing Wisdom