Everything Your Estate Plan Needs to Cover
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’ve already done still fits their life today.
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 Q&A built in for the questions that come up along the way. Work at your own pace, on any device, before you sit down with a lawyer or advisor.
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
Estate Architect™ covers the full scope of what a complete Canadian estate plan actually requires:
- Wills and trusts, including what a will doesn’t control and when it needs updating
- Powers of attorney and incapacity planning, with province-specific execution requirements
- Personal directives, advance care planning, and healthcare proxies
- Beneficiary designations and how assets actually pass outside a will
- Executor roles, responsibilities, and what executors commonly underestimate
- Tax considerations including deemed disposition, the spousal rollover, and probate fees by province
- Blended families, business interests, and more complex situations
- Province-specific terminology, legislation, and context throughout, including Quebec’s unique rules
How It Works
When you open Estate Architect™ you’ll be asked to select your province. From there, the tool walks you through six areas of estate planning, each broken into specific action items. Every item includes a plain language explanation of what’s involved, guidance on common pitfalls, and built-in Q&A that answers the questions most people have but don’t know to ask. A progress tracker keeps you on track, and your progress is saved as you go.
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.
