Estate Pulse™ — Free Estate Planning Review | NEXsteps
Free  ·  Canadian  ·  10 minutes

Is your estate plan
working the way you think it is?

Estate Pulse™ is a free, guided review that helps Canadians see what may be missing, outdated, or unclear in their current estate planning — before it becomes a problem for the people they love.

Start the free review
No account required Province-specific guidance Not legal advice Completely free
What is Estate Pulse™

A quick read on where things stand

Most Canadians haven't started their estate planning yet — and that's more common than you might think. Life gets busy, decisions feel distant, and nothing feels urgent until it is. Estate Pulse™ is a short, guided review that helps you see where things actually stand, whether you're starting from zero or haven't revisited a plan in years.

What this is
  • A self-guided reflection on your estate planning situation
  • Practical prompts that surface what may be missing or unclear
  • Province-specific context for key documents and terminology
  • A downloadable planning snapshot you can keep or share
  • A starting point for more informed conversations with professionals
What this is not
  • Legal, financial, tax, or medical advice
  • A substitute for professional guidance
  • A checklist that tells you what you should do
  • A tool that requires documents or preparation to begin
  • Something that requires preparation or prior knowledge
How it works

Four steps, about ten minutes

1
Choose your province
Terminology and document names vary across Canada. The tool adjusts its language to match yours.
2
Tell us where you are
Pick the situation that best describes where you are right now. It frames the review for your context.
3
Work through the review
Six guided sections covering the areas where gaps most commonly appear. Check off what you've reviewed as you go.
4
Download your snapshot
A simple summary you can save, print, or bring to a professional conversation.
Who it's for

You don't need to be starting from scratch

Estate Pulse™ is useful wherever you are — whether you've done very little planning, or whether you have documents in place that haven't been looked at in years.

You haven't done much planning yet
You know it matters, but life has been busy and nothing has felt urgent. This is a calm, low-pressure way to see what actually needs attention without feeling overwhelmed before you begin.
You have documents, but they're old
The will exists, but it was done before the divorce, the new grandchildren, or the business. This helps you see where the plan may no longer fit the life you're actually living.
You've had a major life change
Marriage, separation, retirement, a death in the family, a move, a business sale — any of these can shift who should be named, what documents are needed, and how assets will actually pass.
You're worried about burdening your family
You want the people you love to be able to step in easily if something happens. This helps you identify the practical gaps — missing documents, unnamed roles, information no one can find — before they become someone else's emergency.

Not the right fit if you're looking for…

Specific legal advice about your documents
Tax planning for a complex estate
Help with an estate you're currently administering
Guidance on a business succession situation

For those situations, the tools below — or a direct conversation — will serve you better.

What's inside

Six areas where gaps most commonly appear

01
The big picture
Why now, what's changed, and what kind of situation you're actually dealing with.
02
Core planning documents
Will, power of attorney, and healthcare directive — whether they exist, and whether they still fit.
03
The people in your plan
Executor, attorney, guardian, healthcare proxy — whether the right people are named and whether they know it.
04
What you own and how it passes
Assets, beneficiary designations, joint ownership — and where a will may not control what you think it does.
05
What commonly gets missed
Scattered documents, unspoken decisions, practical wishes never written down, plans done once and never revisited.
06
Your next steps
What to gather, what to review, what to discuss — and where professional help is likely to make a real difference.

Ready to see where
your plan actually stands?

It's free, it takes about ten minutes, and it doesn't require any documents or preparation to begin. Just an honest look at where things are.

Start Estate Pulse™ — it's free
Province-specific  ·  No account required  ·  Downloadable snapshot included
When you're ready for more

Tools that go deeper

Estate Pulse™ helps you identify the gaps. These tools help you address them — with province-specific guidance, detailed instructions, and answers to the questions that come up along the way.

Estate planning
Estate Architect™
A guided estate planning tool that walks you through wills, trusts, powers of attorney, beneficiary planning, and tax considerations — in depth, and tailored to your province.
$29
one-time
Get started
Estate administration
Executor's Compass™
A step-by-step guide for executors — from the first 48 hours after a death through to closing the estate. Province-specific throughout. Available standalone or as a full suite with spreadsheet and planner.
$49 / $99 suite
one-time
Learn more
Not sure which tool fits your situation?
Book a short call and we'll help you figure out what makes sense.
Book a Consultation
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