Courses and Membership
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The Estate Organizer Workshop for Canadians
Save Your Seat!
Organizing your most important information and documents will relieve a big burden on your family should anything happen to you. Your preparation and planning will ensure that your wishes are followed and that your estate is settled in a cost-effective and efficient manner. You will be able to enjoy the peace of mind knowing that this important task is taken care of.
Get on the WAITLIST and be the FIRST to know when we open.
You’ll receive insider strategies, tools, and support from our experienced instructor to effectively organize, document and store all your critical estate information and records.
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The Estate Planning for Canadians Master Course
Coming Early 2025!
Estate planning in Canada is more than just creating a will. Estate planning is putting in place a plan for yourself, your family members and your assets in the event of your incapacity or death. Creating an effective estate plan will ease the burden on your loved ones and ensure that your assets pass in a timely and cost-efficient manner to your intended beneficiaries.
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The Estate Administration for Canadians Master Course
Coming in 2025!
A comprehensive and practical course designed to assist an executor or administrator of a Canadian estate, from start to finish. From making funeral arrangements to the final distribution, this course will teach you all the critical steps and tasks required to successfully administer a Canadian estate, including checklists, precedents and key contacts.
The Canadian Estate Club Membership
The The Canadian Estate Club Membership is a community gathering space for graduates of our courses. Members can continue their learning journey with templates, tutorials, practical resources and more!