Let’s get your estate plan done. Together.
Estate Planning for Canadians Boot Camp is the 6-week online program that helps you finally finish your estate plan.
You get personalized support from me, an experienced estate lawyer, so you know exactly what to do each step of the way.
See how to make all the important decisions about your estate to protect your family.
In just 6 weeks, you’ll have everything ready for your lawyer to finalize.
Enrollment closes in:
Spots are limited
Estate planning can feel overwhelming…
Maybe you have a few pieces in place, or maybe you’re stuck wondering how to get started.
There are so many decisions to make, and you don’t want to make a mistake.
You want to protect your family, prevent delays, and make things as easy as possible for them.
It’s time to stop putting it off.
Let’s get your plan finished so your loved ones are looked after.
You’re invited to the
Estate Planning for Canadians
Boot Camp
Boot Camp walks you through each part of the process so you get your estate plan done.
Just follow the steps, watch the short videos, and fill out the templates to outline your plan.
I’ll review your plan during our live weekly calls and give you clear guidance and feedback to keep you moving forward.
In just 6 weeks, you’ll have a complete outline of your estate plan to finalize with your lawyer.
Ready for peace of mind knowing your family is protected?
In Boot Camp you get:
☑️ Your estate plan reviewed and refined with expert input from an estate lawyer during 6 live group calls
☑️ The complete framework to outline your estate plan step-by-step
☑️ Short video lessons that walk you through each stage of the process in just 5-15 minutes
☑️ Checklists, templates, samples, and fill-in-the-blank tools to easily make decisions and stay on track
☑️ Bonus training on special topics like blended families, digital assets, disabled beneficiaries, and more
☑️ A complete estate plan outline you can take to your lawyer - saving time, stress and legal fees
Total value: $1,986
Let’s get your estate plan done!
Space is limited to provide personal support, so enroll now to save your spot.
Registration is open for:
Choose your payment plan:
Best value - save $94!
Most flexible
“Nicole came highly recommended by several people. Her professional, clear and solution-focused approach was a godsend to a very complex situation.
Nicole went above and beyond and her years of experience and expertise was a significant asset. Her values and genuine care were evident from the start. You are in excellent hands!”
Create your estate plan the right way
Boot Camp helps you outline your plan, not just learn about it.
You get accurate, Canadian-specific guidance to help protect your family.
No sifting through internet or AI advice that’s often wrong or American-focused.
I’m here to walk you through creating your estate plan, step by step.
Create your estate plan the right way
Every week you’ll complete a specific part of your estate plan using short lessons, templates, and checklists.
Bring what you’ve done to our live call - like your asset inventory, executor choices, or planning goals.
I’ll review your plan and give you personalized feedback and advice.
You’ll stay on track, move forward and get this done!
Boot Camp guides you through outlining your plan from start to finish:
1: Know the basics
Get familiar with the foundations of your estate plan so you’re prepared to make smart decisions.
See how estate planning protects your family, finances, and future
Get clear on the essential documents every Canadian needs, from wills and POAs to health directives and digital access plans
Know when to seek legal advice for more complex situations like blended families, disabled beneficiaries, or cross-border assets
By the end of this module you’ll have a list of your core estate documents.
Create your estate plan in 5 steps
2: Create your inventory
Gather all your important information in one place so it’s easy to find when the time comes.
The step-by-step process to systematically create your estate inventory
Know exactly what to include - from financial accounts and real estate, to digital assets and subscriptions
Determine safe ways to store your inventory so the right people can find it when needed
By the end of this module you’ll have your estate inventory completed, stored, and its location shared with a trusted person.
3: Clarify your objectives
Get clear on what truly matters to you so your estate plan reflects your goals, values and legacy.
Define your top priorities, like protecting dependents, minimizing taxes, or supporting causes you care about
Explore tools like ethical wills or letters to your family that pass on more than just assets
Reflect on your personal values and plan around what matters most
By the end of this module you’ll know your top estate planning priorities.
4: Action your plan
Now that you know what you want your plan to look like, it’s time to actually create it.
Outline key documents like your will, power of attorney, and health directive
Choose the right professionals to help finalize your plan, like your lawyer, accountant, and financial advisor
Determine the remaining details, like updating beneficiaries and drafting letters of wishes
By the end of this module you’ll have everything ready to take to your lawyer so they can finalize your estate plan.
5: Review & refine
Once your estate plan is in place, keep it current with a simple system.
Know when it’s time to review your plan
How to stay on top of legal and tax changes
Keep your inventory current with quick yearly updates
By the end of this module you’ll have a system in place to keep your estate plan updated when life and laws change.
Ready to get your estate plan in place?
Canadians love the Estate Organizer
It’s included!
“Very complete. Covers all personal, family info. A perfect record for estate purposes.”
- Sheba
“Very good reference book and source of documents, including digital versions of all.”
- Mike Thorne
Plus bonus trainings for special cases
Each bonus training comes with a 10-15 minute video, case study, and worksheet or checklist to easily use in your own plan.
• Disabled Beneficiaries - See how to protect eligibility for benefits, and plan using RDSPs and discretionary trusts
• Business Owners - Understand how to build a solid succession plan, shareholder agreement, and tax-efficient strategy
• Blended Families - Navigate how to provide for both current and former family members while reducing potential conflict
• Digital Assets - Guidance on managing online accounts, email, crypto, and social media in your estate plan
• Personal Effects - Avoid family disputes by planning for items with sentimental value
• Cross Border Issues - Know what to do if you own U.S. property, have dual citizenship, or foreign beneficiaries
• First Nations Estates - Understand the unique rules that apply under the Indian Act and how jurisdiction affects your plan
Included for free with your registration
For 25+ years I’ve helped Canadians prepare their estate
Nicole Garton
Recognized by Best Lawyers in Canada™ for trusts and estates
Hi, I’m Nicole Garton, wills and estates lawyer and co-founder of Heritage Trust.
For over 2 decades I’ve helped Canadians create estate plans that protect their families, minimize stress, and reflect their true wishes.
I know this is easy to put off, especially when life is busy and estate planning feels overwhelming or confusing.
This is why I created the Estate Planning for Canadians Boot Camp.
Join me and in just 6 weeks, you’ll have your plan outlined and ready to hand over to a lawyer to finalize.
Make progress in 14 days, or your money back
Join Boot Camp, follow the steps, and meet me on the live calls to review your plan.
If you don’t see how this will help you outline your estate plan, you can email me within 14 days after the program starts and I’ll refund your full payment.
This is how certain I am that Boot Camp will help you finally get your estate plan done.
Frequently Asked Questions
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Registration closes on Thursday April 2, 2026 at 6:00 PM PT.
Please note that spots are limited to keep Boot Camp small and supportive. If all spots are filled before the deadline, registration will close early.
If you’re interested, it’s best to secure your spot as soon as possible - once the doors close, they won’t reopen until the next cohort.
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Live weekly calls will be held on:
[Day of the week] at [Time] [Time Zone].
The calls begin the week of [Start Date].
Each call will include a review of submitted materials, real-time feedback, and examples to help you stay on track.
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I understand life gets busy.
If you can’t make a live session, you can send in what you’ve worked on beforehand so I can review it on the call.
Then, watch the recording once it is uploaded into the portal for my feedback.
You’ll also have access to all the tools, templates, and video lessons so you can make steady progress on your own schedule.
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Here is what you get when you join Boot Camp:
• Your estate plan reviewed and refined with expert input during 6 live group calls with Nicole ($997 value)
• The complete Boot Camp framework to outline your estate plan step-by-step ($297 value)
• Short video lessons that walk you through each stage of the process in just 5–15 minutes ($197 value)
• Checklists, templates, samples, and fill-in-the-blank tools to easily make decisions and stay on track ($149 value)
• Bonus training on special topics like blended families, digital assets, disabled beneficiaries, and more ($97 value)
• A complete estate plan outline you can take to your lawyer - saving time, stress, and legal fees ($249 value)
The total value of Boot Camp is $1,986 - but you can join now for just $497!
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Nope! Whether you’re starting from scratch or already have a few documents in place, this Boot Camp will guide you through the entire process step by step.
You’ll get everything you need to move forward - even if you’ve never looked at estate planning before.
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By the end of the 6 weeks, you’ll have:
• A clear outline of your estate plan
• A completed Estate Organizer with your key information in one place
• Major decisions made - including your executor, powers of attorney, and beneficiaries
• The tools, language, and confidence to meet with your lawyer and finalize everything
You won’t have signed legal documents yet, but you’ll have everything prepared to take to your lawyer so they can finalize your estate plan.
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Not at all. Boot Camp is perfect for Canadians with simple or moderately complex situations - including families, single individuals, blended families, and anyone wanting peace of mind.
If your situation involves higher net worth, a family business, or cross-border issues, we also cover bonus topics specifically to support you.
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Yes! Boot Camp is designed for all Canadians and follows Canadian law.
Whether you’re in BC, Ontario, Quebec, or beyond, you’re in the right place.
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I keep the group small so I can give each participant the personalized support they need.
Registration will close early if all the spots are filled.
This isn’t a self-paced course where you're left to figure things out on your own.
I review your work, give you feedback, and answer your questions during our live calls - and that kind of support takes time and care.
Limiting spots allows me to show up fully for you, and help you make real progress.
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You’re covered by a 14-day satisfaction guarantee. From the day the program begins, you’ll have 14 days to dive in, attend the first live call, and start working through the materials.
If it’s not the right fit, just email us within that window and you’ll get a full refund - no questions asked.
And of course if you have any other questions, I’m here to help. Email me your question at admin@heritagetrustcompany.ca
Plan your estate with professional guidance
If you fall off the bandwagon with estate planning, this is exactly what you need.
My weekly support and step-by-step plan help you get it done - in just 6 weeks!
You’ll leave with your major estate decisions in place, paperwork organized, and an outline your lawyer can use to finalize your plan.
This can save you hundreds (even thousands) in legal fees.
Most importantly, you’ll have peace of mind knowing your family is taken care of!
In Boot Camp you get:
☑️ Your estate plan reviewed and refined with expert input from an estate lawyer during 6 live group calls
☑️ The complete framework to outline your estate plan step-by-step
☑️ Short video lessons that walk you through each stage of the process in just 5-15 minutes
☑️ Checklists, templates, samples, and fill-in-the-blank tools to easily make decisions and stay on track
☑️ Bonus training on special topics like blended families, digital assets, disabled beneficiaries, and more
☑️ A complete estate plan outline you can take to your lawyer - saving time, stress and legal fees
Total value: $1,986
Let’s get your estate plan done!
Space is limited to provide personal support, so enroll now to save your spot.
Registration is open for:
Choose your payment plan:
Best value - save $94!
Most flexible