The Estate Organiser🇨🇦 Canadian Edition Get the free toolkit
🇨🇦 A free guide from The Estate Organiser

The Free Executor Toolkit

Being the executor is hard enough. This free guide gives you a clear path through the first days and the months that follow, so nothing important gets missed.

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Since you're here, one gentle next step

The 7 conversations families keep putting off

Your toolkit sorts the paperwork. But paperwork is only half of it. The other half is the conversation, the one most families keep avoiding until it is too late. I put together the Estate Conversation Kit for exactly this.

A look inside the Estate Conversation Kit
  • Seven word-for-word scripts for the talks most families keep putting off: guardianship, retirement accounts, funeral wishes, and your letter to your executor.
  • Written to be read at the kitchen table, in your own time. Nothing to draft, nothing to work out.
  • Designed to be worked through in a single weekend, so the talk actually happens.

It has started a conversation amongst family regarding estate planning and funeral wishes.

Wendy, reader of The Estate Organiser

Yours for $27, once. Try it for 30 days, and if it is not right for you I will refund every cent, no awkward questions.

Get the Conversation Kit for $27

Not right now? No problem at all. Your free toolkit is yours to keep, right above.

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🇨🇦 Canadian Edition The Free Executor Toolkit, Canadian Edition, cover

When the time comes, one person has to sort it all out.

The accounts, the passwords, the policies, the paperwork, all while grieving and guessing at what you would have wanted. The Executor Toolkit gives that person a clear path, so the hardest week is a little less overwhelming.

Inside this free guide

Everything the person who steps up needs


1

The first 48 hours

A calm, step-by-step path through the first hours and days, so nothing urgent is missed.

2

The executor timeline

What to do and when, from the first week through to the end of the first year.

3

Mistakes to avoid

The common missteps executors make, and how to sidestep them.

4

Templates included

An expense log and notification templates to keep everything straight.

5

Yours to keep

Print it, or fill it in on your computer, whatever is easiest for you.

6

Plain English

Clear steps and checklists, no jargon, written to actually be used.

What readers are saying

From people who have read The Estate Organiser


It has exceeded my expectations by a country mile. Such a beautifully written document is priceless.

Merryl

A very comprehensive document. I particularly like the explanations as to why a particular action is important.

Joe

It has started a conversation amongst family regarding estate planning and funeral wishes.

Wendy

So thoughtfully written. I believe it could really help a lot of people.

Christina

A comprehensive, thorough, and professional book. I am looking forward to filling it out.

Louise

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 Organiser

Instant download. 30-day money-back guarantee.

"This is the document I wish my family had had. Now it's yours."

, Will, Founder, The Estate Organiser

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General information only. Not legal, financial or tax advice.