HEY HEY First name / friend!

It's OFFICIAL! POP THE BUBBLY! We've partnered with Epilogue to bring you an approachable and cost friendly way to finally tack your Will, Personal Directives, and Power of Attorney 🥳

You signed up for this list because you said HECK YES to getting your Emergency Plan in place— because this is one of those things that hangs over your head (ugh), but you KNOW is crucial for both your peace of mind and your family’s security.

So, here’s the deal: I’m making this as easy and painless as humanly possible 😬😬

With this exclusive WOW offer, you get:

 

✅ Your complete Will(s) + Incapacity Documents 
✅ A big, juicy discount on your Epilogue will package (25% OFF!!)

PLUS, extra complimentary no-strings-attached BONUSES (because this is such a deeply personal passion of mine), including:
 

🍾 A custom guide to walk you through your decisions— so you feel supported, clear, and confident to finally get it done!
 

🍾 Sam's signature In-Case-of-Emergency Plan

🍾 Then, let's really pop the bubbly for our virtual Will Party (If enough of you are in!)

 

Think of this as your accountability party— a time to prioritize yourself, your family, and your future. I’ll walk you through the must-knows of estate planning planning (a.k.a. what happens to your money, your things and your family when you’re gone) and make it actually fun 🎉

📅 ~Thursday, April 3rd @7PM MST

Because let’s be real— some of us just need it in the calendar to make it happen
 

If you’re unsure whether this offering fits your situation, feel free to reach out.
 

You'll be sent your unique access code (& welcome email) within 24 hours to use online through Epiloguewills.com

Reg Pricing: $329 (+gst)
WOW Pricing: $247 (+gst)

Reg Pricing: $199 (+gst)
WOW Pricing: $149 (+gst)

(Not so) Fun Finance Fact: A basic Will package through a traditional lawyer can cost anywhere from $699 - $950 for an individual, or $799 - $1700 for a couple

And while even at those prices they are 100% worth it if you have a more complex situation (such as blended families), thankfully 2 incredible estate lawyers created a low-cost online solution for the rest of us!
 

As mentioned, your access code (along with the mini guide and other goodies) will land in your inbox within 24 hours.
 

BUT great news for all my eager beavers! Since Epilogue only processes payment at the end, you can get started on your documents right away while you wait for your checkout code.
 

Once your welcome email arrives, you're good to go— everything you need will be inside! 🎉

Who is this for?
Anyone who wants an easy, affordable way to create their Will and essential estate documents— without spending $$$

This is for anyone who:
✅ Doesn’t have a Will yet (let’s change that!)
✅ Has a Will but it's outdated (life changes— your Will should too!)
✅ Wants to make sure their money, assets, and loved ones are taken care of exactly how they want
✅ Needs a little accountability (hi, calendar people!) to finally get this done

 

If you're over 18 and have any assets, a Will is for you. Period.

 

What happens if you die without a Will in Canada?
Without a Will, your assets are distributed based on provincial laws, which means:

🚨 The government decides who gets what (spoiler: it might not be who you’d choose!)
🚨 It can cause unnecessary stress and legal battles for your family
🚨 If you have kids, someone else will decide who takes care of them

 

A Will ensures your wishes— not the government’s— are followed

What if I'm in the middle of big life changes (or have some coming up)?
Life is always evolving— marriage, divorce, kids, new assets, career shifts, big moves… you name it. But that’s actually a reason to do your Will now, not wait!

 

✅ It ensures that if something unexpected happens before those changes are finalized, your wishes are still protected
✅ A Will isn’t permanent— you can (and should) update it as life changes
✅ Having something in place is better than nothing— even if you tweak it later
 

Think of your Will as a living document— it’s not set in stone, and updating it is way easier than starting from scratch!

 

Why should I encourage my family to have or update their Wills?
Because estate planning isn’t just about your peace of mind— it impacts your loved ones, too.

 

💡 If a family member doesn’t have a Will, their estate could get tangled in legal messes that take months (or years!) to sort out
💡 If their Will is outdated, it might no longer reflect their wishes (new kids, marriages, divorces, assets— life happens!)
💡 The more prepared your family is, the less stress and fewer surprises there will be when the time comes

 

It’s an act of love to plan ahead ❤️

 

I don’t have a ton of time. How long does this actually take?
With the right tools (which I’ll guide you through!), you can get your Will done in less than an hour. No intimidating lawyer’s office, no endless paperwork— just straightforward steps to get it DONE.

Most people complete their Will in 30 minutes or less with Epilogue. The workshop and workbook will help you feel totally prepared before you start.

 

Reg Pricing: $329 (+gst)
WOW Pricing: $247 (+gst)
Use Code: WOWME for 25% OFF

Reg Pricing: $199 (+gst)
WOW Pricing: $149 (+gst)
Use Code: WOWME for 25% OFF

Look, I get it— no one wants to think about this stuff. But NOT having a plan? Way messier.

 

And this isn’t just for the rich or the old. If you have people, pets, or assets you care about, you need a plan. And now, you can get it DONE with way less stress.

 

So, let’s knock this out together! Hit reply if you have any Qs— I got you.

 

Cheers to being a responsible adult (with minimal effort)🥂
 

Thanks again First name / friend— I’m so grateful to have you here. I can’t wait to keep helping you CRUSH all your finance goals in 2025 and beyond 🚀

I AINT HIPPITY HOP LIKE THEM TIKTOK KIDS,

BUT, YOU CAN FIND ME ON THE GRAM

Sam “Financial Sam” Gerber is on a mission to transform lives with her bold, shame-free approach to modern money management. With nearly a decade of experience under her belt, Sam has helped countless individuals and families break free from financial overwhelm, guiding them through everything from budgeting and cash flow to retirement planning. Known for her approachable style and knack for making money make sense, she’s redefining what financial empowerment looks like— one personalized plan, guilt-free conversation, and confident decision at a time.