Estate Planning Tools for Individuals and Families
Designed or Default™
A short interactive experience that helps you reflect on what in your planning has been handled with intention, and what may simply be unfolding by default.
It's built for private reflection, helping you notice where assumptions, delays, or outdated decisions might be shaping important parts of your life without much thought.
Before You Say Yes™
A private experience for anyone who's been asked to take on the executor role and wants to think it through before accepting. It gives you room to consider what the responsibility involves, what it might mean personally, and whether you're ready to say yes with real clarity.
An executor commitment can run longer than most people expect. This tool helps you decide with that in mind.
Estate Architect™
A comprehensive, interactive guide that walks you through every major area of estate planning, with guidance specific to your province or territory and plain language throughout. Expand any section for more detail, and check items off as you make your way through.
It helps you think carefully through your situation, spot what may be missing or outdated, and arrive at professional conversations with more clarity and confidence.
In Plain Sight™
A personal records organizer that walks you through every category of information an executor typically needs to find: financial accounts, legal documents, insurance policies, digital access, important contacts, and more.
When you're finished, you print it, store it somewhere safe, and tell someone where it is. It's the document your executor will be glad you left behind. You can also save your progress along the way and come back to update it as things change.
The Prepared Estate™
Estate Architect™ and In Plain Sight™, bundled into a single purchase. One walks you through your estate planning picture so you can see what needs attention. The other gets your records organized and ready to find.
If you're ready to take on both at once, this is the most practical way to do it.
Who Speaks for You?™
An interactive guide to the enduring power of attorney for finances, with guidance specific to your province and plain language throughout. It helps you understand what an EPA is, how it works where you live, who can hold that authority, and what needs to be decided before you sign anything.
Explore it by topic, in whatever order makes sense for you, whether you're setting one up for the first time or trying to understand one you already have.
Your Voice, Your Care™
An interactive guide to the personal directive and health care decision-making process, with guidance specific to your province and plain language throughout. It helps you think through your values, your care preferences, and the kinds of decisions your representative may one day need to make on your behalf.
Explore it by topic, in whatever order makes sense for you, whether you're putting a directive in place for the first time or reviewing what you already have.
In Good Hands™
Who Speaks for You?™ and Your Voice, Your Care™, bundled into a single purchase. If you're ready to think through your financial decision-making authority and your personal directive at the same time, this is the most practical way to do it.
Both tools are province-specific and built to be worked through at your own pace.
The Will Blueprint™
Most people know they need a will. What holds them back when they finally sit down with a lawyer usually isn't a lack of intention, it's not knowing what questions to raise, what to bring, or what they haven't thought of yet.
A lawyer can only draft what you tell them. If you don't think to mention the vacation property in another province, the blended family situation, or a child who can't receive a direct inheritance, none of that gets addressed. The Will Blueprint™ walks you through the key questions involved in creating or updating a will, including many that don't come up in a typical lawyer appointment. You'll finish with a personalized summary organized by topic, with the issues that need attention already identified, ready to save as a PDF or print to bring to your lawyer.
For Executors
Executor's Compass™
Every bank, lawyer, and institution hands new executors some version of the same checklist, and none of them explain what to actually do with it. Executor's Compass™ takes that checklist and turns it into something usable: what happens after a death, what needs to be handled first, and how the estate process unfolds over time, with clear guidance and practical prompts so you're not left guessing when everything feels unfamiliar.
Executor's Compass™ Suite
For executors who want more than an explanation of what to do. This suite pairs Executor's Compass™ with a personalized estate administration timeline that tracks your progress in real time as you complete each task, plus a full tracking worksheet covering the asset inventory, debts and liabilities, beneficiary distributions, and an executor activity log. Everything you need to arrive at a clean final accounting for beneficiaries.
The Executor's Standard™
Most executors focus on the tasks. Few stop to consider the conduct, and that's usually where personal liability begins. This self-assessment walks you through nine scenario-based pillars, built on the F.I.D.U.C.I.A.R.Y. Framework™, covering everything from recordkeeping and impartiality to distribution timing and risk awareness.
You'll follow Sandra through nine realistic moments in an estate administration, choosing how you'd respond at each one and seeing what each choice puts at risk.