— Estate Concierge —

We're here with you through every stage.

Whether you're planning ahead, supporting a loved one through incapacity, or navigating a loss — your Cherry Hill team has built these tools to help you stay organized, informed, and supported.

— Three Doorways —

Start where you are.

Each of these leads to a different set of tools, built for a specific moment. You don't need to go through all three — just the one that meets you today.

i. Planning Ahead

Getting your affairs in order.

You're building something you want to protect — for yourself and for the people you love.

Estate planning is one of the most important things you can do for your family. These tools help you organize everything your lawyer needs, document where things are, and leave clear guidance for the people who'll eventually need it.

ii. Supporting a Loved One

Stepping in when someone you love can't.

Someone you care about can no longer manage their own affairs, and you've been asked to step in.

Acting as Power of Attorney is one of the deepest forms of trust someone can place in you. This tool helps you manage their finances, track your decisions, and stay organized — so you can focus on caring for them.

→ POA Financial Management Tracker Track accounts, log decisions, manage bills, and coordinate with the professional team — all in one place.

iii. After a Loss

Moving through the weeks that follow.

You've lost someone you care about, and you've been asked to carry what comes next.

The weeks and months after a death are overwhelming. These tools walk you through what needs to happen, help you track every asset and obligation, and keep the process moving — at whatever pace you need.

— We're Here —

You don't have to navigate this alone.

Every tool on this page was built to make a difficult process a little more manageable. But tools aren't a substitute for a conversation. If you're unsure where to start, or if something here raises a question you weren't expecting — reach out. That's what your Cherry Hill team is here for.

We'll walk through it with you.

— Your Cherry Hill Team —

Cherry Hill Private Wealth

Harbourfront Wealth Management

Kelowna, BC · Burlington, ON

cherryhill@chpw.ca · 289-812-1170