A script pack for the conversations that have to happen before the paperwork makes sense. Word-for-word opening lines. Prompts to keep the talk on track. A page to capture what you agreed.
Picture it. Mum never told you the beneficiary designation still names a parent who’s since passed. Most estate disasters you’ve heard about start the same way: someone meant to have the conversation, and didn’t. This kit is those conversations.
Someone guesses at a $15K funeral. The beneficiary designation stays wrong. The family fills the hardest week of their lives with best guesses at what you would have wanted.
Word-for-word opening lines, prompts to keep the talk on track, and a page to capture what you agreed. Start this weekend, done in an afternoon.
With the person you are asking to raise your kids. Are they willing, are they able, and do they actually know what you are asking?
The designations that quietly override your will. Check what every registered account and policy has on file, together.
So your spouse doesn’t have to guess at $15K. Religious or secular, music, the things you want avoided. Written down.
The one most people skip. Is your executor still willing, do they know where things are, and who is the backup?
The one where you make your preference known, so your family, who are still consulted in Canada, can honour it.
Photos, passwords, business accounts, Apple Legacy Contact. Plus the Legacy Letter Starter and three bonus tools: the Trigger Events watchlist, the Silent-Killer Audit, and the Executor Prep Letter.
Every conversation is scripted and laid out for you. Open the kit, pick the talk that is most overdue, follow the page.
It is not a lecture, and it is not a legal document. It is a script pack: word-for-word opening lines, prompts to keep the talk on track, and a page to capture what you agreed.
Pick the conversation that is most overdue and do that one first. One honest afternoon can settle questions your family would otherwise carry for years.
Capture what you agreed straight into the fillable PDF on your computer, phone or tablet.
An ink-light layout designed to print at home and fill in by hand at the kitchen table.
Each conversation stands alone. Start with the one your family needs most and come back for the rest.
You have been meaning to sort your estate for ages and something always bumps it. The kit gives you the first move: one conversation, this weekend.
Parents of young kids. Blended families. Anyone whose situation will not sort itself out quietly on its own.
Some conversations have to happen before the documents make sense. The scripts make them easier to start.
"It has started a conversation amongst family regarding estate planning and funeral wishes."
Wendy, early reader
Pick the conversation your family needs most and start there. The kit hands you the opening line.
About an afternoon for the first conversation, including reading the script. Most families do one at a time, when it feels right.
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, and that is by design. The kit helps your family talk, decide and write down what was agreed. For wills, nominations and legal documents, take what you decide to a lawyer or notary.
Yes. The conversations apply anywhere in Canada, and where rules differ from province to province the kit flags it, like the Quebec rule that beneficiary designations belong in your will.
Seven scripted conversations, the Legacy Letter Starter prompts, a 12-item Trigger Events watchlist, a 20-item Silent-Killer Audit, and a one-page Executor Prep Letter template. One fillable, printable PDF.
It has exceeded my expectations by a country mile. Such a beautifully written document is priceless.
I have been chatting with my kids about it.
It has started a conversation amongst family regarding estate planning and funeral wishes.
A very comprehensive document. I particularly like the explanations as to why a particular action is important.
So thoughtfully written. I believe it could really help a lot of people.
A comprehensive, thorough, and professional book. I am looking forward to filling it out.
One afternoon. Seven conversations. Every one of them captured for the people you love.
Get The Conversation Kit for $27Ready for the complete picture? The $79 Estate Organiser
A Day 1 to Month 12 roadmap, the common costly mistakes, and notification letters. Keep it for the day your family needs it.
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