Fanny aims to comprehend each client's specific asset holdings and legacy aspirations in her role as a full-time Senior Professional Estate Planner before recommending a will and trust structure that will fulfil their objectives.

She is qualified to identify any Legacy Planning blind spots her clients may have. With Fanny, you can be sure that your legacy planning process will be more like having a casual coffee date with a close friend than a stuffy meeting with a qualified advisor.