Help Your Family Navigate the Future with Confidence

The Estate Organizer for Canadians provides a clear, actionable system for organizing your crucial documents and wishes, ensuring your loved ones have everything they need in a difficult time.

Designed for Canadians who want to protect their families and leave a legacy of preparedness—no matter their age or the complexity of their estate.

Supporting Your Family During Challenging Times

Losing a loved one is incredibly difficult. During this time of grief, having clear access to important information can significantly reduce stress and confusion for your family. Knowing where to find key documents, account details, and personal wishes can provide much-needed support and clarity. This is the peace of mind you can offer your family. Consider the following:

  • Are your important documents scattered in different places?

  • Do your loved ones know your wishes regarding your assets and personal belongings?

  • Have you considered the complexities of managing your digital footprint after you're gone?

The Value of Estate Organization

Estate planning is the preparation of tasks that manage your financial situation in the event of incapacitation or death. It includes the distribution of assets, settlement of taxes and debts, and considerations like guardianship of minor children and pets. It's not just for the wealthy; it's for everyone who wants to protect their loved ones and ensure their wishes are carried out.

Key aspects of estate planning include:

  • Creating a will to outline asset distribution and guardianship.

  • Setting up trusts to manage assets and potentially reduce taxes.

  • Naming an executor to manage the estate.

  • Planning for incapacity, including healthcare directives.

  • Managing digital assets and online accounts.

We understand that organizing these details can seem like a big task.

That's why we created the Estate Organizer for Canadians.

Reclaim Your Peace of Mind
and Give Your Family the Gift of Clarity

By creating an estate binder, you're not just organizing documents; you're providing a priceless gift to your loved ones:

  • Reduce Stress and Anxiety: Eliminate the guesswork and confusion during a difficult time.

  • Efficient Estate Administration: Streamline the process of settling your estate, saving time and money.

  • Prevent Family Conflicts: Clearly communicate your wishes to avoid misunderstandings and disputes.

  • Financial Security: Ensure your assets are managed and distributed according to your intentions.

Your family will remember you for the love you shared and the thoughtful preparations you made for their future. By organizing your affairs, you're providing them with support and clarity during a challenging time.

Leave a Legacy of Care and Consideration

Your Complete Estate Organization Package

Thorough

Comprehensive Estate Organizer Guide (Digital Download)

Easy

Downloadable and Editable Forms

Bonus

Free Access to our Comprehensive Fillable PDF: Estate Organization Guide!

It’s yours today for only CA$199

Rave Reviews

  • Invaluable ★★★★★

    As a family lawyer, clients are often asking me what matters need to be taken care of after their divorce or separation has been finalized. The Canada Estate Organizer is an extremely helpful tool to provide to clients when explaining to them the importance of updating their estate matters. The Organizer is clear, succinct and invaluable.
    -Andrea Swabuk-Moe

  • Essential Information for Estates ★★★★★

    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

  • Very Comprehensive ★★★★★

    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

  • Before It's Too Late ★★★★★

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

    -Sheba

  • Sound Advice ★★★★★

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

  • Information is very helpful ★★★★

    Easy to read

    -Cathi

  • Excellent reference ★★★★★

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

    -Mike Thorne

  • So helpful! ★★★★★

    If you are overwhelmed by the prospect of estate planning, this guide is for you. Everything is clear and very easy to understand, and most importantly the advice is easy to implement. A go-to resource that everyone should have on hand. Highly recommend!

    -NVan Family

  • Helpful and easy to use ★★★★★

    This book is a great, practical resource that assists in guiding anyone with their planning. It is an excellent tool to establish and record instructions for loved ones without any hassle. Would definitely recommend!
    -Darin Ayukawa

Trusted Experts in Canadian Estate Planning

The Canadian Estate Club, a division of Heritage Trust, offers clear and actionable estate organization, planning and administration education to help Canadians protect their families, their assets and their legacies.

It’s our mission to educate and guide Canadians to ensure their families, their assets and their legacies are protected. The Canadian Estate Organizer for Canadians is written by Nicole Garton, recognized by Best Lawyers in Canada for trusts and estates.

Start Protecting Your Family's Future Today