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ESTATE READINESS

Get your affairs in order, so your family isn't left guessing. Most of the stress an executor faces comes from missing information: unknown accounts, outdated documents, no list of key contacts. We help you fix that while you can still make the decisions yourself.

HOW WE HELP

A calm, organized approach to getting your affairs in order, so the people you trust can act with confidence when the time comes.

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Review & Identify

We review your will, powers of attorney and financial documents, and flag missing or outdated items such as old beneficiary designations.

Organizing financial documents for estate readiness

Organize & Summarize

We build a consolidated summary of your accounts, policies and key contacts, and prepare a clear beneficiary checklist.

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Coordinate & Share

We coordinate with your lawyer, accountant or advisor, and can hold a family meeting so everyone knows where things are.

OUR ESTATE READINESS SERVICES

Reviewing accounts and documents to prepare an estate summary

Financial & Account Organization

  • Review of bank, credit card, and investment account documentation

  • Identification of missing, outdated, or inconsistent beneficiary designations

  • Assistance completing beneficiary update forms (banks, institutions, insurers)

  • Creation of a consolidated Financial Overview Summary 

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No advice is given on taxes, investment selection, performance, or allocation.

Last will and testament document

Estate Readiness & Documentation Support

  • Review of existing estate-related documents for completeness and consistency

  • Will and Powers of Attorney preparation through our trusted partner, Epilogue

  • Coordination with lawyers or notaries when required

  • Preparation of a Family Information Package 

  • Guidance on documenting key contacts, institutions, and account locations

  • Optional family meetings to explain documentation

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Legal documents are either coordinated, or referred to licensed professionals.

Estate and power of attorney forms ready to sign

Administrative Paperwork Assistance

  • Help completing and organizing:

    • Government benefit forms

    • Pension-related paperwork

    • Insurance and coverage documents

  • Guidance on document submission processes

  • Record-keeping and follow-up assistance

Preparing a clear financial summary for your family

Credit, Billing & Financial Maintenance Support

  • Assistance reviewing credit cards and recurring payments

  • Identification of unnecessary or duplicate accounts

  • Support with address changes, contact updates, and account consolidations

 

HOW OUR PRICING WORKS

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CLEAR, UP-FRONT PRICING FOR ESTATE READINESS

$120

per hour for ongoing support

Packages from $190

Initial Session: $190
About 90 minutes: a review of your documents, a list of gaps, clear next steps and a written summary on request.

Full Package: $750
Full document review, beneficiary checklist, financial summary, coordination with professionals, a complimentary Will and POA, and a family meeting.

Will & POA: $199
Prepared through Epilogue for non-complex estates, with Canada Will Registry registration (a $40 value) and later updates at no cost or a small fee.

Wills are created on the Epilogue platform; if you own a business, have assets outside Canada, a blended family or want a trust, we will recommend a lawyer. Regal is not a law firm and does not give legal, tax or investment advice.

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