Estate Architect™
A guided, in-depth estate planning tool for Canadians
Most people know their estate planning matters. What stops them isn’t not caring; it’s not knowing where to start, or not being sure whether what they have already done still fits.
Estate Architect™ is a self-guided, interactive tool that walks you through every major area of estate planning in depth, with province-specific guidance, plain language explanations, and prompts that help you think through decisions before you bring them to a professional.
Time: work at your own pace
Format: self-guided, interactive
Device: desktop, tablet, or mobile
What this is
Estate Architect™ is a comprehensive, self-paced planning tool that covers the full scope of estate planning. Not just wills, but the complete picture of documents, people, assets, and decisions that make a plan actually work.
You’ll be guided through each topic with clear explanations, province-specific context, and questions that help you identify what you have in place, what may be missing, and where professional input is most likely to make a difference.
The tool is designed to be used before you meet with a lawyer, tax accountant, certified executor advisor, or financial advisor, whether you have yet to start your plan, sit alongside an existing plan you want to revisit, or whenever life has changed and you are not sure whether your current plan still fits.
At the end, you will have a clearer picture of where things stand and a more informed starting point for the conversations that matter.
What’s covered
- Wills — what they do, what they don’t control, and when they need to be updated
- Powers of attorney and incapacity planning
- Healthcare directives and personal care decisions
- Beneficiary designations and how assets actually pass
- Trusts — when they are useful and when they are not
- Executor roles and what they really involve
- Tax considerations in estate planning
- Blended families, business interests, and more complex situations
- Province-specific terminology and context throughout
What this is not
- legal advice or a substitute for a lawyer
- financial, tax, or investment advice
- a document preparation service
- a one-size-fits-all checklist
Estate Architect™ is designed to help you think more clearly and prepare more thoroughly, not to replace the professionals who will help you put a plan in place.
Who this is for
This tool is a good fit if you:
- want to understand estate planning properly before meeting with a professional
- have documents in place but are not sure they still reflect your situation
- have had a major life change — marriage, divorce, retirement, a death, a business sale
- want to get organized and think things through at your own pace
- prefer to arrive at professional conversations informed, not overwhelmed
You do not need any documents, preparation, or prior knowledge to begin.
Access and purchase details
You will receive an email with:
- the private access page URL
- your password
- simple instructions to begin
Important: Because this is a digital experience delivered immediately and cannot be returned, all purchases are final.
Disclaimer: This content is for general information only and is not legal, financial, medical, or tax advice.
Price: $29
