Estate Planning Toolkit
Six focused tools. Each solves one piece of your estate plan.
Estate planning doesn't have to be complicated. We built six focused tools that each solve one piece of the puzzle — from mapping your accounts to preparing your executor. Pick the one that matches where you are right now.
LegacyLetter — Family Legacy & Estate Map
$24The one document your family hands their executor so nothing is lost. Map every account, beneficiary, password, and wish — organized to a financial planner's estate-intake standard.
Build Your Estate Map →Executor Deadline Autopilot
$19Just been named estate trustee? Enter two dates and get every hard deadline — Estate Information Return, terminal T1, T3, CRA clearance — mapped to real dates with the documents you'll need.
Map Your Deadlines →Estate Tax Exposure Calculator
$29See what your heirs actually receive after probate fees, deemed disposition, and provincial taxes. The gap between what you own and what they keep is usually bigger than you think.
Calculate Your Exposure →Beneficiary Mismatch Check
$24Your will says one thing, your RRSP beneficiary form says another — which one wins? Catch mismatches before they cost your family a legal fight.
Check Your Beneficiaries →Ontario EIR Prep
$39The Estate Information Return is Ontario's mandatory asset inventory for probate. This wizard walks you through every asset class so nothing is missed and the math ties out.
Start Your EIR →Last Wishes Handled
$49The complete executor's playbook — from funeral arrangements to final tax filings. Step-by-step guidance so your executor doesn't have to figure it out alone.
Get the Playbook →