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Find the Solution That Best Suits Your Needs

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  • Agent For Executors

    0CA$
    Schedule a free consultation for more information
    Free Plan

    • 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      • Identification of missing or outdated items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.
       
      • Documents are prepared through EpilogueWills.com
      • 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
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