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It’s designed for private reflection and can help you notice where assumptions, delay, or outdated decisions may be shaping important parts of your life without much thought.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.
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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It’s designed to help you think carefully through your situation, identify what may be missing or outdated, and arrive at professional conversations with more clarity and confidence.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 · 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.
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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.
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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 · 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 →
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.