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Find the Solution That Best Suits Your Needs

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  • Initial Financial & Estate Readiness

    190$
    This session is designed to understand your situation and identify areas where help may be useful.
     
    • (Approx. 90 minutes)
    • Review of financial and personal documents
    • Identification of missing or outdated items
    • Clear explanation of next steps
    • Written summary upon request
    • No investment, legal, or tax advice is provided.

  • Essential Organization Package

    500$
     
    • Account and document review
    • Beneficiary checklist
    • Consolidated financial information summary
    • *Up to 5 hours of support
    • *Flexible based on your needs

  • Comprehensive Readiness Package

    950$
     
    • All Essential Package services
    • Ontario Will and Power of Attorney preparation support
    • Coordination with a lawyer or notary.Legal fees not included
    • Family meeting and more (Flexible based on your needs)

  • Ongoing Support (Hourly Assistance)

    120$
     
    • Assistance completing banking or institutional forms
    • Organizing documents and records
    • Government benefit and pension paperwork
    • Follow-up support
    • $120 per hour for each service

  • Ongoing Support (30 Minutes Assistance)

    60$
    Ideal for quick assistance with documents and information.
     
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