Planning Toolkit
For individuals planning ahead, families facing important decisions, and executors stepping into responsibility. Work through them privately, at your own pace.
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These tools are designed to help you move forward with clarity, whether you’re planning ahead, supporting a loved one, or stepping into the role of executor. Work through them at your own pace, in private, with practical guidance to help you get organized and take the next step. These resources are not a substitute for legal, financial, or tax advice.
Self-guided · 8–10 minutes
A short interactive experience that helps you reflect on what in your planning has been handled intentionally — and what may still be unfolding by default.
It’s designed for private reflection and can help you notice where assumptions, delay, or outdated decisions may be shaping important parts of your life without much thought.
Best for: individuals who want a thoughtful starting point for planning ahead.
Begin the experience →
Self-guided · About 15 minutes
A private experience for anyone who’s been asked to act as an executor and wants to think carefully before accepting. It gives you space to reflect on what the responsibility may involve, what it could mean personally, and whether you’re saying yes with real clarity.
Saying yes to an executor role is a commitment that may last far longer than expected. This tool helps you make that decision thoughtfully.
Best for: individuals who’ve been asked to act as executor and want time to reflect before committing.
Begin the experience →
Self-guided · Work at your own pace
A comprehensive, interactive tool that walks you through every major area of estate planning in depth — with province-specific guidance and plain-language explanations throughout.
It’s designed to help you think carefully through your situation, identify what may be missing or outdated, and arrive at professional conversations with more clarity and confidence.
Best for: individuals who want to understand their estate planning properly and get organized at their own pace.
Start planning →
Self-guided · Work at your own pace
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, store it somewhere safe, and tell someone where it is. It’s the document your executor will wish you had left behind.
Best for: individuals who want to get their personal records organized and make sure the right information is easy to find when it’s needed.
Get organized →
Two self-guided tools · Work at your own pace
A bundled package that brings together Estate Architect™ and In Plain Sight™ in a single purchase. One tool walks you through your estate planning picture and helps you identify what still needs attention. The other gets your records organized and ready to find.
If you’re ready to address both at the same time, this is the most practical way to do it.
Best for: individuals who want to address both their estate planning clarity and their personal records together, and want the best value for doing it.
Explore the bundle →
Self-guided · Province-specific · Work at your own pace
A self-guided, interactive tool that walks you through the enduring power of attorney for finances from the ground up, with province-specific guidance and plain-language explanations throughout.
It’s designed to help you understand what an EPA is, how it works in your province, who can hold that authority, and what decisions need to be made before you sign anything. Whether you’re setting one up for the first time or trying to better understand what one you already have actually covers, this tool helps you move forward with clarity and confidence.
Best for: individuals who want to understand the enduring power of attorney for finances and get properly organized before working with a professional.
Get started →
Self-guided · Province-specific · Work at your own pace
A self-guided, interactive tool that walks you through the personal directive and health care decision-making process with province-specific guidance and plain-language explanations throughout.
It’s designed to help you think through your values, your care preferences, and the kinds of decisions your representative may one day need to make on your behalf. Whether you’re putting a personal directive in place for the first time or reviewing what you already have, this tool helps you approach that document and those conversations with more clarity and intention.
Best for: individuals who want to think through their personal directive carefully and arrive at professional conversations with a clear sense of their own wishes and values.
Get started →
Self-guided · Province-specific · Two tools, one purchase
A bundled package that brings together Who Speaks for You?™ and Your Voice, Your Care™ in a single purchase. If you’re ready to think through both your financial decision-making authority and your personal directive at the same time, this is the most practical way to do it.
Both tools are province-specific, self-guided, and designed to be worked through at your own pace.
Best for: individuals who want to address both their financial and health care directives together and want the best value for doing it.
Explore the bundle →
Self-guided · Jurisdiction-aware · Work at your own pace
Most people know they need a will. What stops them from being prepared when they finally sit down with a lawyer isn’t a lack of intention. It’s not knowing what questions to raise, what information to bring, or what they haven’t thought of yet.
Lawyers draft what clients tell them. If you don’t know to mention the vacation property in another province, the blended family dynamic, or the child who can’t receive a direct inheritance, those things don’t get addressed. The Will Blueprint™ walks you through the key questions involved in creating or updating a will — including many that don’t always come up in a lawyer appointment. At the end, you’ll have a personalized summary to bring to your legal professional, organized by topic, with the issues that need attention already identified.
Best for: individuals who want to arrive at their lawyer’s office prepared — with the right questions asked and nothing important left unaddressed.
Start your blueprint →
Self-guided · Work at your own pace
A practical resource for executors who need help understanding what happens after a death, what needs to be handled first, and how the estate process unfolds over time.
It walks you through the work in a structured way, with clear guidance and practical prompts to help you stay oriented when everything feels unfamiliar.
Best for: executors who want practical guidance, clearer direction, and a better understanding of the estate administration process.
Find your bearings →
Self-guided · Scenario-based · About 30 minutes
Most executors focus on the tasks. Few stop to consider the conduct, and that’s where personal liability usually begins. This self-assessment walks you through nine scenario-based pillars, built on the F.I.D.U.C.I.A.R.Y. Framework™, covering everything from recordkeeping and impartiality to distribution timing and risk awareness.
You’ll follow Sandra through nine realistic moments in an estate administration, choose how you’d respond at each one, and see what each choice puts at risk.
Best for: executors who want to understand the standard they’re being held to and leave with a personalized conduct profile and printable reference card.
See where you stand →
Complete suite
Guidance + working tools, together
A more complete set of guided executor tools for those who want more than general information. The suite is designed to give you both practical guidance and working tools, so you’re not only learning what needs to be done — you’re tracking it as you go.
It brings together Executor’s Compass™ with supporting resources that help you follow the timeline, organize information, track responsibilities, and manage the estate process in a more structured and manageable way.
Best for: executors who want practical guidance along with tools to help them stay organized, track progress, and manage the work more confidently.
Explore the suite →These tools are designed to be accessible and useful. They are not a substitute for legal, financial, or tax advice. They are meant to give you a clearer starting point and stronger sense of direction.