Canadian Estate Planning – Basic

Canadian Estate Planning – Basic


This step by step, fully organized estate planning system comes complete with a physical binder, all the templates and resources you need to plan out your estate.

Plus, you get matched with your own personal Certified Canadian Estate Planning Coordinator who is there to help you through the process of planning this important process in your life.



Start with the basic estate package as a simple step to starting your will.  You can trust our service will help to identify your priorities for planning a will and getting you started on estate planning.  We are committed to integrity and will help you to maximise this experience which will get the process of your estate planning underway.  In this interactive process, we help to set up your will, and open an account for you at Canadian Legal Wills where you will input your information.  Once you have an account set up, you are free to change your will, and register for a lifelong membership.  You will create and store your documents online where your information is kept secure and confidential.

With the basic estate planning kit, we will connect you with a Certified Estate Coordinator who will review your goals for setting up a will.  In this first consultation, we ensure that your wishes and your will are in alignment.  Our one-hour consultation will be a tour of your estate plan.  The coordinator is accountable to you and will answer all your questions about estate planning, power of attorney, or choosing your executors and trustees.  The cost of registering with Canadian Leal Wills is included in your basic fee.  Once your coordinator has walked you through the pieces, you should feel confident in creating your will and taking that first step towards planning your estate.  Prior to our consultation, its helpful to make notes of questions you might have to maximise our time.