Interests & activities
Golfing, camping, hiking, bike riding, hockey, reading, hot springs soaks, working out at Curves for Women and attending weekly Bible classes
Seminars
ALL YOU NEED TO KNOW ABOUT FUNERAL PRE-PLANNING (available each Spring and Fall)
THE EXECUTORS TOOLKIT includes a review of 3 estate documents: Wills, Power of Attorney and Health Care Directive (toolkits are available for purchase)
DAY TO DAY & LONG TERM MONEY MANAGEMENT FOR SURVIVING SPOUSES AND THEIR FAMILIES (includes a review of Canadian pension benefits)
Ask Wendy About
Tax Free Savings Program & Funeral Planning
Final Expense Planning
Executors Toolkit (executor responsibilities)
Video Tribute at the Celebration for Life service
Online guest book as a family tribute
Upcoming seminars
Memorialization options
Wendy Klein - Vernon, BC
Serving people in Vernon and the North Okanagan
"Everything" in life works better with a plan...
Meet Wendy Klein
Wendy and her husband Lloyd have been married for 35 years and have lived in Vernon for 18 years. They have one daughter, Raegan who lives in Santa Monica, California.
Serving People with Care & Compassion
Wendy has been serving people with care, compassion and understanding for 35 years. She is recognized for her caring and comprehensive approach to planning. Wendy is uniquely qualified to guide her clients and their families through all stages of the passing of a loved one.
Wendy has been a planning consultant for 35 years and believes that “everything” in life works better with a plan.
Wendy's “After Care Service” with families, executors (trix) and beneficiaries has proven to help families wade through the myriad of responsibilities to take care of after the passing of a loved one.
Why Pre-plan?
For many of my clients, the attraction of pre-planning their funeral service is more about having control of how it turns out: from the kind of funeral or cremation arrangements to choosing their favorite songs, music and readings that really brings the best of them at their service.
Some modern additions that clients like to include in their “celebration of life” service include: a video tribute and using an online guest book.
Team Players in Vernon & The North Okanagan
Wendy and her husband, Lloyd (who has a similar path of experience) work as a team in Vernon and the North Okanagan to provide funeral & estate planning and grief counselling. They are in great demand as seminar speakers on funeral planning for the public, local groups and organizations.
Wendy and Lloyd have both experienced the loss of their parents, family members and good friends which helps them understand the emotional confusion and healing that is required after the loss of a loved one.
That is why they believe it is much better to pre-plan your funeral service rather than leaving your family with the burden and anxiety of having to guess what you, their loved one, would have wanted in their service.
Pre-planning Your Funeral is a
"True Gift of Love"
Wendy would like you to give a “true gift of love” to your family by helping those you love “avoid” the unnecessary pain and anguish that comes from not being prepared. Give yourself and your family the “Peace of Mind” you deserve by contacting her to review your funeral planning options.
Please contact Wendy Klein through the Funeral Planner Website at info@funeral-planner.ca to discuss or book a complimentary review of your pre-plan options or to find out how to incorporate the new Tax Free Savings Program into your funeral planning.