Choosing The Right Package
Each of our service packages is designed with your
unique needs in mind.
Whether you prefer a straightforward do-it-yourself approach or require a comprehensive, hands-on experience, our tailored solutions enable you to secure your legacy with confidence and ease.
Foundations Package — $397 CAD
For the Proactive Self-Starter
If you’re ready to take control of your estate but prefer a private, hands-on approach, the Foundations Package is the perfect starting point. This package includes:
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Downloadable, Fillable Forms: Capture essential details such as personal information, family contacts, financial data, regular payments, professional and medical contacts, and more.
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Step-by-Step Checklist: Ensure nothing critical is overlooked in your estate organization process.
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Guidance Call: A brief 30-minute session to answer your initial questions and set you on the right path.
You'll receive the blueprint to organize every vital document and critical piece of information in one place, so your loved ones aren’t burdened with disorganized paperwork.
Guided Clarity Package — $897 CAD
For Those Needing Personalized Guidance
The Guided Clarity Package builds on our Foundations offering with additional coaching and expert feedback for clients who want more in-depth support. This comprehensive package features:
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Everything in the Foundations Package, plus:
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Extended Estate Templates: Detailed additional forms based on your life and needs, including such things as vehicles and other personal assets, pensions, self-employed business income, pets, obituary information, after-death arrangements and more.
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Focused Coaching Sessions: Two to three 30-minute calls to walk you through each step of the process and provide personalized feedback.
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Experience confidence and clarity as you organize your estate, ensuring that every document is accurately captured and every detail is in place so you never have to think about it.
Complete Peace of Mind Package — $1,997 CAD
For those who are busy, uncomfortable with technology or who have complex estate needs:
Our premium option offers a full-service, white-glove experience for those who want every detail meticulously handled. The Complete Peace of Mind Package includes:
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Everything in the Guided Clarity Package, plus:
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Expanded Estate Details: Additional templates covering recreational, rental, investment, or commercial real estate, business partnerships, hobby assets, club memberships, and more.
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Enhanced Support: One-on-one concierge assistance where Debby coordinates and compiles information step-by-step; three coaching calls; ongoing text support for timely updates.
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After-Death Benefits: Discounted after-death services and a professionally organized final binder (physical or digital) ready for your loved ones or executor.
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Experience complete reassurance that every aspect of your estate is organized with precision, leaving your family with the clarity, support, and peace of mind they need during the challenging times.