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Playbook

Executor Tools.

A plain-language guide for the person you appoint — exactly what to do, in order, on the day they have to act. The kindest gift you can leave the person carrying out your wishes.

✓ Included in Premium and Premium 2× (Couples)
WHAT'S INSIDE
  • →Step-by-step checklist (notify, gather, file, distribute)
  • →Government and financial-institution contact list
  • →Probate guidance for your province
  • →Estimated timelines for each action
OTHER DOCUMENTS IN YOUR PLAN
Last Will & Testament.
The foundation of every estate plan.
Power of Attorney for Health Care.
Names someone to speak for you on medical decisions.
Power of Attorney for Property & Finance.
Banking, bills, real estate, and investments — covered.

Document your wishes with confidence.

Work through the questionnaire at your own pace, save progress, and review outputs before you finalize.

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