🇨🇦 The Canadian Edition
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, and a page to capture what you agreed.
The gap
Picture it. Dad 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.
You have been meaning to sort your estate for ages and something always gets in the way. There is never a good week for it, so it waits, and it keeps waiting.
In the Kit: the opening line, so the first talk starts this weekend instead of next year.
A beneficiary designation that still names someone who has since passed. A will nobody has opened in years. Nothing announces itself as out of date, so nobody checks.
In the Kit: the Beneficiary Audit, and a 20-item Silent-Killer Audit you can run in twenty minutes.
Someone guesses at a $15K funeral. The designation stays wrong. The family fills the hardest week of their lives with best guesses at what you would have wanted.
In the Kit: a page for each talk to write down what was actually agreed, while it is fresh.
What's inside
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.
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?
Without it: the person you named says no, because nobody ever asked them.
The designations that quietly override your will. Check what every registered account and policy has on file, together.
Without it: a designation nobody checked, and money that goes somewhere you never intended.
So your spouse doesn’t have to guess at $15K. Religious or secular, music, the things you want avoided. Written down.
Without it: two days of arguing about the service, in the worst week of their lives.
The one most people skip. Is your executor still willing, do they know where things are, and who is the backup?
Without it: an executor who agreed years ago and never learned what they agreed to.
The one where you make your preference known, so your family, who are still consulted in Canada, can honour it.
Without it: your family asked to decide on the spot, with no idea what you wanted.
Photos, passwords, business accounts, Apple Legacy Contact. So access never dies with you.
Without it: years of family photos behind a phone nobody can unlock.
Conversation seven: the words you leave behind, with prompts to start you off. Plus three tools that come with it. A 12-item Trigger Events watchlist for the moments that quietly break a plan, like a marriage or a new baby. A 20-item Silent-Killer Audit you can run in twenty minutes. And a one-page Executor Prep Letter template, written from you to the person who will one day handle it all.
Without it: the words you meant to write, never written.
The day it matters
The same family, the same facts, and the only difference is whether anyone ever said the words out loud.
A look inside
Every conversation is scripted and laid out for you. Open the kit, pick the talk that is most overdue, follow the page.
Being straight with you
Worth saying plainly, because a kit that oversells itself is worse than no kit at all.
This kit is not a Will. You still need one drawn up properly. What the kit does is settle the questions your lawyer or notary will ask you, before you are sitting in front of them.
This kit is not a power of attorney, or a protection mandate in Quebec. You still need one signed and witnessed. The conversation about who should hold it is the part the kit helps with.
This kit is not legal or financial advice. Nothing here replaces a conversation with your lawyer, notary, accountant or advisor. Take what you decide to them.
It is a script pack, not counselling. If one of these talks opens something bigger than the paperwork, the right person to call is a professional, not a workbook.
What readers are saying
From readers of The Estate Conversation Kit and The Estate Organiser.
“It has started a conversation amongst family regarding estate planning and funeral wishes.”
Wendy, 68
“I have been chatting with my kids about it, and my son just asked if there is a chapter about who is assigned to clear your browsing history.”
Christina, 45
“There is so much in it we had not thought about. It is invaluable.”
Julie
“A comprehensive, thorough, and professional book. I am looking forward to filling it out.”
Louise, 65
The math is simple
One payment. One PDF, fillable on a screen or printable for the kitchen table.
$27 CAD
One time. Instant download, digital and printable.
Start this weekend, done in an afternoon.
30 days to change your mind. The Kit covers the talks. The Organiser covers the paperwork: see The Estate Organiser.
Questions
Most families don't, and that is exactly why the kit is written the way it is. You are not asked to open up about feelings. You are asked to check a designation, name a backup, and write down where something is kept. It is closer to sorting the insurance than to a heart to heart, and it is much easier to start when someone else has written the first sentence for you.
The scripts are built to keep it practical, because a practical talk is a shorter and calmer one. You are not announcing bad news. You are asking whether the person you named is still willing, and what they would want to know if the day ever came. Readers tell us the relief comes fast, usually somewhere in the first page.
No. The Kit stands on its own. It is one PDF and seven conversations, and it works whether or not you ever buy the book. The Organiser is where the paperwork gets recorded. The Kit is where the talking happens, and some of these conversations have to happen before the paperwork makes sense.
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.
One afternoon
Pick the conversation your family needs most and start there. The kit hands you the opening line.
Get the Kit, $27Ready for the complete picture? The Estate Organiser, from $79
Not ready today?
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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