Two Tools. One Solution.
An estate planning and records bundle for Canadians
There’s a gap that shows up in almost every estate, and it’s almost never just one thing. It’s that the person who died had intentions nobody could fully reconstruct, and records nobody could easily find. Not because they didn’t care. Because thinking through your estate planning picture and getting your records organized feel like two separate tasks, and neither one ever quite makes it to the top of the list.
The Prepared Estate™ brings together two self-guided, interactive tools that address both. One walks you through your estate planning landscape so you understand what decisions need to be made and where your gaps are. The other helps you organize everything an executor would need to locate, from financial accounts to legal documents to digital access, so someone can actually find it when the time comes.
Format: two self-guided, interactive online tools
Access: both tools from a single access page, available anytime
Device: desktop, tablet, or mobile
What’s included
The Prepared Estate™ includes both tools below at a preferred bundle price.
Estate Architect™
A self-guided tool that walks you through the major areas of estate planning at your own pace. It covers what you have, what decisions still need to be made, who needs to be named and why, what happens by default if certain things aren’t in place, and where the common gaps tend to be. Province-specific throughout. Designed to give you clarity before you sit down with a lawyer or financial advisor, so that conversation is more productive and less overwhelming.
In Plain Sight™
A guided personal records organizer that walks you through every category of information an executor typically needs to locate: financial accounts, legal documents, insurance policies, digital access, important contacts, and more. When you’re done, you print it, put it somewhere safe, and tell someone where to find it.
Why these two tools belong together
Understanding your estate planning picture and making sure your records are organized and findable are two different things. Most people who sit down to think through their estate planning also realize, partway through, that they have no organized record of where their accounts, documents, and important information actually are. And most people who decide to get their records in order quickly realize they’re not entirely clear on what decisions they’ve actually made and what still needs attention.
These aren’t the same problem, but they almost always exist together. Estate Architect™ gives you a clearer picture of your estate planning landscape. In Plain Sight™ gives the people who may one day need to act for you a clear picture of your records. Working through both closes the two gaps that show up most often when an estate moves from intention to administration.
What this is not
- legal advice or a substitute for a lawyer, notary, or financial advisor
- a document preparation service
- an online vault or document storage system
- a one-size-fits-all guide that ignores where you live
The Prepared Estate™ is designed to help you think more clearly and prepare more thoroughly before you work with the professionals who will help you put the right pieces in place.
Who this is for
This bundle is a good fit if you:
- have been meaning to get your affairs in order and don’t know where to start
- have some documents in place but no clear picture of whether they still reflect your situation or the right people
- have a will but no organized record of where your accounts, documents, and important information actually are
- want to understand your full estate planning picture before sitting down with a lawyer or financial advisor
- have had a significant life change and want to revisit where things stand
You don’t need any documents, preparation, or prior knowledge to begin.
Access and purchase details
You will receive an email with:
- a single private access page URL giving you entry to both tools
- your password
- simple instructions to begin
Important: Keep your confirmation email. It contains your access details and is how you return to either tool at any time to update your records or continue where you left off.
Because this is a digital experience delivered immediately and cannot be returned, all purchases are final.
This content is for general information only and is not legal, financial, medical, or tax advice.
