thelegacydialogue.ca

What I Do

Estate planning education
that leads to action

I help individuals and couples understand estate planning, organize what they have,
and prepare to act, calmly, clearly and without pressure.
he Work

Four ways we work together

Education Sessions

Structured one-to-one learning that explains the estate planning landscape in plain language, wills, powers of attorney, personal directives, beneficiaries and what your family would need.

Couples Alignment

Guided conversations that help partners get on the same page about wishes, priorities and next steps, often for the first time.

Workshops & Talks

Community education for groups, workplaces and organizations who want to give their people a calm, practical starting point.

Preparation & Direction

Organized frameworks and question lists so that when you sit down with a lawyer, accountant or advisor, their time, and your money, goes further.

How It Works

A simple, structured path

01

Book your session

Choose an individual or couples session and pick a time that suits you.

02

Get oriented

We map your current situation, documents, people, assets, wishes, in plain language.

03

Make the key decisions

Together we surface the questions that matter and the answers only you can give.

04

Leave with a plan

A structured summary and next steps, ready for the licensed professionals who formalize it.

Choose your session

Common Questions

Before you ask

Is The Legacy Dialogue a law firm or financial advisory?
No. The Legacy Dialogue is an educational platform. Sessions help you understand estate planning concepts, get organized and prepare good questions. Legal documents, tax advice and financial products always come from the licensed professionals you choose to work with
You sit down for a calm, structured conversation about what you have, what you want and what your family would need. You leave with an organized picture of your situation and a clear set of next steps, at your own pace, without pressure.
Not at all. Most guests arrive with nothing written down, and that is exactly who the sessions are designed for. Bring whatever you have, even if it is just questions.

Sessions are offered in Airdrie and Calgary, Alberta. Community workshops and speaking engagements can also be arranged for groups across the province.

Yes, and they are encouraged to. The Couples Legacy Session is built specifically for two people who want one shared conversation about their wishes, and family members are welcome at many community events.

The Legacy Dialogue is an educational platform. Collia Barnaby, BSc, TEP provides estate planning education and does not provide legal,
financial, investment, tax or fiduciary advice. Information on this website is educational in nature and should not be relied upon as professional
advice. Consult appropriately licensed professionals regarding your individual circumstances.

 

Take the Next Step

Ready to Protect
What You Are Building?

A single conversation can replace years of quiet worry with clarity, structure
and peace of mind.
Book A Session
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