Not sure where to start—or what needs attention in your estate planning?
Start with a Conversation.
Whether you need estate documents, have questions about your family or assets, or want to know if your existing planning is still working, Plan My Estate helps you understand what deserves attention and what to do next.
No obligation. We'll listen to what's concerning you and help identify your next practical step.
Estate Planning is about more than having a will.
A Will and Power of Attorney are essential pieces of a good estate plan—and we can help you put those documents in place.
But documents don't always answer all the questions families have.
You may also be wondering:
These are often the conversations where estate planning turns into preparedness.
That's why PME starts by understanding you, before deciding what service or professional solution comes next.
Good advice is valuable. Connected Advice is even better
As your estate becomes more complex, you may rely on several professionals.
Your lawyer understands the law.
Your accountant understands tax.
Your financial and insurance professionals understand the strategies within their areas of expertise.
But who helps you understand how all those recommendations fit together?
Plan My Estate helps you organize the information, clarify your intentions, identify the questions that need answering and determine when another professional should become involved.
We don't try to replace your professionals. We help you become better prepared to use them.
And when specialized advice is required, you arrive with your information organized, your concerns identified and better questions to ask—saving valuable professional time and helping you make more confident decisions.
Why Work With a Trust and Estate Practitioner?
TEP stands for Trust and Estate Practitioner, a professional designation in the field of trusts and estates.
TEP professionals come from a range of disciplines—including law, accounting, banking, wealth management, trust services and insurance—and bring specialized education and experience to estate and succession planning.
Because estate planning often crosses several professional areas, this broader perspective can be particularly valuable when considering family, taxation, business succession, trusts, incapacity, estate administration and the transfer of wealth between generations.
TEPs are members of STEP (Society of Trust and Estate Practitioners), a global professional organization that promotes high standards in trust and estate practice.
At Plan My Estate, this multidisciplinary perspective helps us recognize the questions that need to be asked, understand when additional expertise is required, and help clients bring the different pieces of their planning together.
For your website specifically, I like that final paragraph most. It explains why your Associate TEP background matters to a PME client without suggesting that the TEP designation means you personally provide every legal, tax, trust or accounting service that another TEP might provide.
Why Work with a Certified Executor Advisor
Certified Executor Advisors (CEA) are uniquely qualified to guide you through the estate planning process. They possess expert knowledge in their field and a broad understanding of all aspects related to executor duties. CEAs help testators ensure their estates are well-prepared, minimizing burdens on executors and preventing potential issues.
By working with a CEA, you can avoid common pitfalls that lead to prolonged estate freezes, disinherited heirs, and family conflicts. CEAs are dedicated to ensuring a smooth, successful transition from generation to generation, preserving the harmony and well-being of Canadian families.
Barb has been an incredible asset to me and my business; she looks at the entire picture, providing a holistic approach and has helped me clarify goals, maximize investments AND save me money in taxes. She is a very thoughtful, excellent communicator who has many skills. We are in the process of estate planning and could not be happier with her service. For the same price as getting a basic will made up through a lawyer, Barb provides a step by step complete package that will make an executor’s job easy and seamless! Barb acts with integrity and takes time to give all the options available, I trust her to make the best choices with my hard earned money. She has been the person I have been looking for to take my business to a higher level.
Gabriella T
Seamless handoff to the executor
Your planning needs somewhere to live.
Your PME-supported digital vault, powered by Cadence, provides a secure environment for important documents, planning decisions and personal information.
It can provide planning and personal reminders and offers functionality to include professional collaborators when appropriate.
And eventually, the information can become available to the people who may need to step in.
Imagine your important information being able to speak for you when you may no longer be able to.
Common Concerns
Rest assured, we address all your questions and worries about estate planning.
Is my handwritten will enough?
We ensure your will meets all legal requirements, beyond a simple handwritten document.
Succession plan for my business?
We ensure a smooth transition with a comprehensive business succession plan.
When should I update my will?
We guide you on the key times to review and update your will.
Who should be my executor?
We help you choose the right executor for your will with expert advice.
I knew we needed to get our wills completed but I didn't know how to start; it was so overwhelming for me. We spoke to Barb and she guided us through everything and it's all coming together! Thank you for the peace of mind, Barb!
Denise F
Get Started Today
Essentials
This is for guidance when getting your Basic Estate Document created.
An answer of “NO” to any of these questions - start with the Basic Package.
$
749
Enhanced
This is our most common package and applies to the majority of estates.
An answer of “NO” to any of these questions - start with the Standard Package.
$
949
Enterprise
If You’re Estate Includes Rental Properties, A Corporation Or You Are A Sole Proprietor, This Package Is Required
An answer of “NO” to any of these questions - start with the Commercial Package.
$
2449
Already Have Your Estate Documents?
This comprehensive initial consultation is expertly designed to review your existing estate documents thoroughly.
Our seasoned professionals will meticulously examine your wills, trusts, power of attorney and other pertinent estate planning documents to uncover any potential issues, recommend necessary changes, and identify unique opportunities tailored to your situation.
At the core of our service lies a detailed report, a clear and insightful guide that highlights areas of improvement, risks, and strategies to enhance your estate plan's effectiveness. Whether it's updating your documents to reflect current laws or finding creative solutions to maximize your estate's value, our Holistic Estate Review ensures that your legacy is preserved and protected according to your wishes. Step into a future where your estate planning is not just adequate, but exemplary.
Holistic Estate Plan Review
Ensuring Your Legacy with Comprehensive Estate Planning and Insightful Guidance.
$
449.00
In all honesty most don't think about all that is involved when a loved one passes. It's just not part of our daily conversations. I'm here to tell all my friends and family that this is a conversation you need to have with your family. Plan for the future. Because as we know with all the good times in life there is also a difficult side. If you are wanting to discuss your needs with someone 100% on your side, I have no problem telling anyone about Barb and what service she provides through Canadian Estate Coordinators.
Jennifer Lynn Adams
FAQ
Each Client/Testator/Donor will have a meeting with a PME Estate Coordinator who is a certified CEA further trained within the Plan My Estate client service process. The CEA is a professional designation which is geared towards making ease of the executor’s tasks, and properly anticipating difficulties that could be avoided if the Client/ Testator/Donor had considered and properly documented their wishes in advance of their death or physical/mental incapacities.
Providing reliable and ongoing access to create documents and amend them in the future to the changing needs of the Client/Testator/Donor is our service mandate. Further, our service prepares executors for estate administration and guides testators to position their assets and holdings in ways that support estate administration more efficiently.
All our CEAs maintain an in-depth knowledge of insurance and varying investment products to help the Client/Testator/Donor to foresee possible conflicts or delays in the settlement of an estate. Plan My Estate Coordinators are assistants to the Client/Testator/Donor under our PME service agreement. We help to identify and source other professionals’ services associated with proper estate documentation, taxation, and corporate restructuring, implementing estate freezes and trusts as well as select estate settlement professionals when the need of the clientele is beyond our specific purview.
Although most individual preferences for medical care documents are personally constructed, each province has a specific protocol to adhere to when denoting those client instructions. Our awareness that some provinces impose restrictions which are carefully controlled is part of our conversations with clientele regarding Living Will templates. We default to the resident province regulation which is required by the Client/Donor to use.
Plan My Estate does not offer direct Pre-planned Funeral services currently. Those pre-arrangement are typically provided through the local funeral home providers. However, it is a discussion point with all Clients/Testators/Donors of Plan My Estate, so they are aware of the advantages and restrictions of such pre-arranged plans.
Yes. These are all discussion points between the CEA and the Client/Testator/Donor within each of our bundled PME Package offerings. The difference in the packages featured on the website is predetermined service offers. Knowing what ongoing access, the Client/Testator/Donor will need to retain for themselves, and the amount of time or specific tools/services are needed in our discussion. We encourage all Clients/Testators/Donors to schedule a free consultation appointment from our website with our team to organize details of the scope of their estate needs.
We value our Client/Testator/Donor’s time and the time of our appointed CEAs. Open and direct conversation is our aim when helping clientele develop an estate plan together. This is a relationship that, despite often dealing with emotional and sensitive personal matters, can help create a proper estate plan. We understand that time is needed to arrive at the best solution for an estate, so we encourage our Client/Testator/Donor to keep and maintain their Estate Documents ready to amend them as the wants and needs of the estate evolve with the client.
Generally, our cost is consistently lower than those of our peers and other professional estate services. Although we are not lawyers, and more coordinators and educators, we develop reasonable estate planning and create supportive documentation that focuses an estate plan on the living and distribution. We help Clients/Testators/Donors to be aware of their estate planning needs and help them create documentation around those needs specific to them for a very reasonable cost. We refer to professional services as required.
In conjunction with our most popular PME Standard Package, Plan My Estate has a monthly subscription service option. The Client/Testator/Donor can store and amend estate documents or consult with PME about any changes or reviews of their estate plan each year. An annual review of your estate plan, organization of your information and wishes are recommended.
Regarding our staff’s professionalism, kind and friendly demeanor and the great ongoing service we provide; professional’s reviews, comments from other service providers and their testimonials may be solicited. Otherwise, individual, public endorsements and reviews are found on the Plan My Estate website or within Google review posts.