Before It’s Too Late: the Estate Organizer for Canadians

In the event you became incapable or passed away, do your family members and personal representatives know where to locate your critical personal and financial information and documents?

Organizing your most important information and documents will relieve a big burden on your family should anything happen to you. Your preparation and planning now will ensure that your wishes are followed, your assets are managed and your estate is settled in a cost-effective and efficient manner.

Updated to reflect recent developments in digital asset management, the second edition of this book includes downloadable forms that you can edit for your personal circumstances. Having a comprehensive grasp of all your important information, records, wishes and plans will help you feel more informed, up to date and in control.

Before It’s Too Late provides a clear, step-by-step method to help you and others keep track of:

✔ Personal information and ID

✔ Digital information

✔ Real estate & personal property

✔ Financial information

✔ Legal documents

✔ Your final wishes

You will be able to enjoy peace of mind knowing that this important task is taken care of.

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Testimonals

  • Very complete. Covers all personal, family info. A perfect record for estate purposes.

    - Sheba

  • Very good reference book and source of documents (including digital versions of all).

    - Mike Thorne

  • This is a very comprehensive guide everyone should have for end of life health and financial peace of mind. I highly recommend it.

    - Glenn J.

  • Well written, perfectly organized and all essential points to organize Estates. Perfect timing for parent that we will be using the checklists for. Perfect to have all the key information this book at our finger tips.

    - Greg Cunningham

  • We were looking for a book that will guide us through what information we need to leave for our children if anything happens to us. We have a will but it’s the hundreds of little bits of information we forget we have stored away in our brains, on pieces of paper on phones and computers that will be a nightmare for our children. We wanted something Canadian and easy and this book guides you through creating a binder of information to leave for your loved ones. You can download forms and just fill in the details. Now we just have to do it!!

    - Amazon customer

In her 25 years practicing law and through her role as President of Heritage Trust, Nicole has seen first hand the critical role proper estate planning and estate organization can have in terms of reducing stress, delay, conflict and expense for people and their families if they become incapable or pass away.

It’s Nicole’s mission to educate and guide Canadians to ensure their families, their assets and their legacies are protected.

Nicole Garton has been a lawyer since 2001 and co-founded Heritage Trust Company Inc. in 2018. Nicole has many years of experience advising on all aspects of estate planning and administration, including wills, powers of attorney and trusts, as well as applications for probate and letters of administration.

Nicole is recognized by Best Lawyers in Canada for trusts and estates and is the Past Chair of the Canadian Bar Association Wills and Trusts Subsection (Vancouver). Nicole is a Trusts and Estates Practitioner (TEP), a Chartered Mediator (C.Med), and a certified Family Enterprise Advisor (FEA).

Nicole received a Bachelor of Arts and a Bachelor of Laws from the University of British Columbia and was called to the Bar of British Columbia in 2001. Nicole completed a Master of Laws from Osgoode Law School in Alternative Dispute Resolution, with a focus on dispute prevention and management for family businesses.

About the Author