For Canadian families
Bank accounts. Passwords. Wishes. Retirement savings you forgot you had. One place, before it is needed.
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What this actually is
What you leave sits across three systems that do not talk to each other, and nobody is in charge of joining them up. That job lands on the people you love, in the worst week of their lives.
It names who inherits. It does not say where the accounts are, what the passwords are, or what you wanted. An executor can hold a perfectly valid will and still have no idea where to start.
In the Organiser: where the will is kept, who the executor is, and the message written to them.
In common-law provinces an RRSP, RRIF or TFSA is generally paid to the beneficiary named on the account, outside the will. Quebec works differently. Either way, the form is the classic set-and-forget, and most families have never checked it.
In the Organiser: every plan, every policy and the beneficiary named on each, in one list.
Banking, insurance, the mortgage, the utilities, the digital life. Every one held by a different organisation, every one with its own process, and not one of them will call your family first.
In the Organiser: every account, every login, how the home is held, and who to contact for each.
The plan inside it
Not a list of chapters. The actual sequence, from the first few hours through to closing the estate. The first stage of it is in the free toolkit, so you can read it before you buy anything.
STAGE 1
Secure · Notify · Record
Secure the home, the mail, the pets. Find the will, and find this book. The death certificate, then registering the death with the funeral director. Tell the employer about final pay, leave and retirement savings. Record the valuables.
STAGE 2
Notify · Claim · Protect
Apply for probate where it is needed. The banks, the registered plans, Service Canada, the insurers. Cancel or transfer the services. Claim the life insurance and the survivor benefits. Identify the debts and keep the urgent bills paid.
STAGE 3
Settle · Account · Distribute
The grant, then an estate bank account. Collect the assets, pay the debts in the right order, file the final tax return, deal with the property. Prepare the estate accounts, obtain CRA clearance, then distribute and keep the records.
Whether probate is required, where you apply and how long it takes all vary from province to province, and every estate is different. The Organiser points your executor to the right professional at each step rather than guessing on their behalf.
A look inside
Forty-seven sections, already laid out. You fill in what applies, ten quiet minutes at a time. The front page has never shown a single one of these.
Start here
The same book either way, from $79 CAD, one time. Choose the format that suits how you like to work.
$79 CAD
Instant download
For you if you would rather type than write, and want to start in the next five minutes.
The complete fillable Organiser on your computer. Type straight into it, or print any section at home. Individual chapters included.
Get the Digital EditionDigital version only, no physical book
$139 CAD
Free shipping in Canada
For you if a book in a drawer beats a file on a laptop, for you or for a parent.
The coil bound book, printed just for you and posted to your door. Fill it in with a pen at the kitchen table, no screens involved.
Get the Printed EditionPrinted to order, allow up to two weeks
$149 CAD
Free shipping, digital instantly
For you if you want to start tonight and still end up with the book on the shelf.
The printed book posted to you, plus the digital edition in your inbox tonight. Start straight away, write it up properly when the book arrives.
Free bonusThe Conversation Kit and the Executor’s CompanionValue $66Included until 30 September
Get Printed + DigitalThe one most people choose
The printed book shipped free, the fillable digital edition, the Executor’s Companion and the Conversation Kit. $215 CAD bought separately, $179 together.
Alongside the book
Each printed book is made just for you, so allow up to two weeks anywhere in Canada. The digital edition always arrives instantly.
The person behind it
I am not a lawyer or a financial planner. I watched two families try to sort out an estate and saw how hard it is when nothing is written down. So I built what I wished they had: one place, plain language, no jargon, done quietly before it is needed.
Prefer to start free?
A Day 1 to Month 12 roadmap, the common costly mistakes, notification letters and an expense tracker. Free and instant.
Send me the toolkitEducational content only. Not legal, financial or tax advice. Estate laws vary from province to province. Always consult a qualified professional.
What readers are saying
"This organiser is brilliant. There's details and ideas that I never would have thought of. It inspires you to look into your life in a different way so that your estate is well planned, easily understood, and not left for someone to work out all the unknown answers to estate related questions"
Wendy S. Read it on ProductReview
“It has exceeded my expectations by a country mile. Such a beautifully written document is priceless.”
Merryl
“You've given me a way of putting those experiences into easy to navigate and understand instructions for my family. You've done the heavy lifting.”
GE, 71
“I have seen binders on the market, but none have the depth of content that you have.”
Jacqui, 58
“There is so much in it we had not thought about. It is invaluable.”
Julie
“A very comprehensive document. I particularly like the explanations as to why a particular action is important.”
Joe, 83
“There are things in it I would never have thought of. It is extremely detailed.”
Wendy, 68
“A comprehensive, thorough, and professional book. I am looking forward to filling it out.”
Louise, 65
“I really like the explanation at the beginning of each section, outlining what it is about and why. It sets the tone and purpose.”
Nicola, 55
“I used to work for lawyers, so Wills were a daily situation. I believe everyone with assets needs one.”
Connie
Join them. Start yours today.
Get your copy of the OrganiserInstant download. 30-day money-back guarantee on the digital edition.
Questions
The things people ask before they decide.
A will says who inherits. It does not tell anyone where your accounts are, what your passwords are, which registered plans exist, or what you wanted for your funeral. Your executor can be holding a perfectly valid will and still have no idea where to start. The Organiser sits beside the will and answers all of that.
Some of it is, and where a government service is the right answer we point you at it. What no government site does is put your accounts, your passwords, your plans, your wishes and your contacts into one document your family can pick up and follow. The information is scattered across a dozen departments by design.
It matters more, not less. A large estate usually has a lawyer and an accountant already involved. A modest one is where a forgotten account or a missing password does real damage, and where there is no professional standing by to sort it out.
What the book records is the same everywhere: your accounts, your plans, your passwords, your wishes, your people. That does not change at a provincial border. Where the rules do differ, probate, registering a death, some of the forms, the Organiser points your executor to the right office in your province rather than guessing on their behalf.
It feels that way for about ten minutes. Then it feels like relief. The morbid version is the one where your family is guessing, ringing around, and opening drawers. Most readers tell us the odd thing is how calm they felt once it was done.
Most people work through it over a few weeks, not a weekend, one section at a time, when you've got the energy. There's no rush, and you can save and come back any time.
No. It is big because it covers a whole life, and you have had a lot of life. But not every section applies to everyone. Every section carries a “not for me” tick, and the contents page keeps track. Some sections take a while, some take a minute, some you never open. What matters is that every section you could need is in there.
Yes. It's a file you fill in on your own computer, or print and fill in by hand. Nothing is stored online or in anyone's cloud, so there's nothing to be breached. Where you keep it is entirely up to you.
No. One payment, once. No account to log into, no renewal, no annual fee. Updates to the document are yours to keep.
No, and that's by design. The Estate Organiser is a place to record your information and wishes. It isn't a Will, and it doesn't replace your lawyer or accountant. It simply makes sure that when your family needs those professionals, they can find everything fast. Rules vary across Canadian provinces and territories, so confirm the specifics with your own advisors.
One last thing
One document. Done once, updated yearly. Quietly, it might be the kindest thing you ever leave behind.
Leave them the map