professional guidance
Estate & Trust Planning
Your Trusted Partners
How We Help
Estate planning can feel complex, emotional, and easy to put off.
Building on the insights from Larry Short and Kimberley Short’s book, The Last Act: Closing the Book On Your Finances, ShortFinancial helps clients approach estate and trust planning with clarity and confidence.
Our role is to act as a guide and coach throughout the process. We help you understand the key decisions to consider before meeting with your lawyer, prepare the right questions, and identify potential issues involving wills, trusts, executors, beneficiaries, and family conversations. By helping you become a more informed and prepared participant, we make the estate planning process more efficient, thoughtful, and aligned with your wishes.
Utilizing Trusts
Writing a Will
Settling an Estate
The Last Act: Closing The Book On Your Finances
A Chartered Professional Accountant (CPA) official publication authored by Kimberley and Larry Short.
This essential guide to estate planning translates industry jargon into plain English, providing simple explanations of the process of writing a legal Will and settling an estate. Please contact us to request a digital or paperback copy of the book.
Frequently Asked Questions
