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Find the Solution That Best Suits Your Needs

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  • Initial Financial & Estate Readiness

    190CA$
    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    • Identification of missing or outdated items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
    • Flexible based on your needs
    • No investment, legal, or tax advice is provided.

  • Will and POA

    199CA$
    A Legally-binding Will and POA for non-complex estates.
     
    • Create a record of your assets and key contacts
    • Register your Will with the Canada Will Registry ($40 value)
    • Express your final wishes for funeral, cremation/burial, etc
    • Update your documents anytime for free or a minimal fee

  • Essential Organization Package

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

  • Comprehensive Readiness Package

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

  • Ongoing Support (Hourly Assistance)

    120CA$
     
    • Assistance completing banking or institutional forms
    • Organizing documents and records
    • Government benefit and pension paperwork
    • Follow-up support

  • Ongoing Support (30 Minutes Assistance)

    60CA$
    Ideal for quick assistance with documents and information.
     
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