Ready to get your estate plan done?
Whether planning your own estate or helping a loved one, the Canadian Estate Club makes it simple.
✓ Personalized support from an experienced estate lawyer
✓ Clear step-by-step plan
✓ Checklists, templates & tools that make it easy
✓ A clear path towards peace of mind
Just $19 a month
You know you need an estate plan, but…
It seems complicated and overwhelming.
Maybe you’ve got a few things in place, or maybe you’re stuck wondering, “Where do I even start?!”
You want to do it right, so you don’t leave your family with a mess if you suddenly became incapable or passed away.
With a plan in place you can:
Have peace of mind knowing that your wishes will be honoured and your assets will go to the right people
Protect your loved ones from unnecessary, expensive and time consuming legal hassles
Maximize the inheritance for your loved ones, while minimizing taxes
Keep your family together and avoid rifts by making your wishes clear
Leave a legacy you’re proud of by supporting causes that are important to you!
Ready to get started? Come join us in…
The Canadian Estate Club
This online membership gives you the clear, step-by-step blueprint and expert support to create your estate plan.
Whether you're just starting, you’re halfway done or you’re seeking to review your existing estate plan, you’ll know exactly what to do next.
Get personalized support and practical tools to help plan, finalize and review your estate.
Ready to protect your family and have peace of mind?
Everything you need to plan your estate!
From expert support to checklists, the Canadian Estate Club makes it easy to create a solid estate plan. Here’s what is included:
☑️ Step-by-step education on estate planning fundamentals ($497 value)
☑️ Expert monthly Q&A call to get your questions answered ($1,200/year)
☑️ Live monthly class about estate essentials ($900/year)
☑️ Private community for support, answers & guidance ($497/year)
☑️ Timely updates when laws or tax rules change ($297/year)
☑️ Complex estate guidance for families, businesses & beyond ($997 value)
☑️ Checklists, templates, and tools that are easy to follow ($297 value)
Total value: $4685
You can access all this for as little as $19 a month!
Choose your plan:
Best Deal
Save $29 yearly!
Most Flexible
Cancel anytime
Canadians love our estate planning tools:
“A very comprehensive guide everyone should have for end of life health and financial peace of mind.”
Estate planning isn’t just for the old or wealthy
Every Canadian needs a plan. Not just millionaires!
If you have a bank account, family, or ways you want things handled - you already have an estate.
Without a plan, the people you love could face lots of stress, confusion and expense.
Even a basic will and a power of attorney can make a big difference.
You’ll see how to do this in the Canadian Estate Club.
Create your estate plan in 5 simple steps!
The Estate Club’s signature system breaks it down into 5 easy-to-follow phases.
1: Know the basics
Get familiar with the essentials of estate planning - like wills, powers of attorney and health care directives.
You’ll have a solid foundation so the rest of your plan can come together easily!
2: Create your inventory
Make a list of everything you own, like your home, car, bank accounts, investments, even sentimental items.
You’ll be amazed at all you have - and will help you make smart financial decisions.
3: Clarify your objectives
Get clear on what you want to achieve - like providing for family, supporting a charity, or creating business continuity.
When you know your goals, it’s easier to make confident choices about how to structure your plan.
4: Action your plan
Grab a cup of coffee and put your plan into action!
See how to create estate documents, find the right professionals to work with, and more.
Just follow our easy templates and checklists to finish your plan with confidence!
5: Review & refine
Life changes, and so should your estate plan.
We’ll help you build in a simple review process so your plan stays current and continues to reflect your wishes.
With this clear process, estate planning is simple and doable.
And if you need help along the way, join the live calls and get your questions answered!
Take a look inside:
Step-by-step estate planning
The clear, easy-to-follow video lessons walk you through the process of getting your estate in order.
Use the checklists, templates, and tools to make the process easier and faster.
You’ll know exactly what to do - from the very beginning to the final review!
Live monthly classes
Each month we dive into a helpful topic to simplify estate planning.
Whether it’s new laws and tax rules,
Or ways to handle complex estates like blended families or business assets,
You’ll get practical ideas that can improve your plan.
Private online community
Our supportive community is the place to talk through questions and learn from others who are also working on their estate plans.
Experts are in there regularly, too - so if you have a quick question, we’ll likely respond before our next call!
Expert Q&A call
Get your questions answered on our monthly Q&A call.
Whatever stage you’re at, we’ll help you get clear on your next step so you keep moving forward!
Affordable assistance to help to create your estate plan
In the Estate Club you’ll get access to our expertise, tools, and support for just $19 a month.
It’s the affordable way to secure your estate and get peace of mind!
A good plan takes care of everyone
When Mabel passed in her 90s, she left more than an estate - she left a legacy.
She planned ahead so her family was taken care of.
Plus, she supported causes she cared about by leaving generous donations.
With an estate plan you can take care of your loved ones and make a positive difference!
Expert Guidance
With many years of experience planning and administering estates, we help Canadians create estate plans that protect what matters most.
We started The Canadian Estate Club to help you get organized, stay informed, and confidently manage your estate.
This is the affordable way to get started with trusted guidance and expertise.
Join us in the Club and get practical tools, clear steps, and the support you need to create your estate plan!
Canadians love the Estate Organizer
It’s included in your membership!
“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
“Well written, perfectly organized and includes all essential points to organize Estates.
Perfect timing, we’ll use the checklists for our parents.
Perfect to have all the key information at our finger tips.”
- Greg Cunningham
Your satisfaction is guaranteed
The Club makes estate planning simple, and our Satisfaction Guarantee is simple too.
Monthly members can cancel anytime. You’ll keep access until the end of your billing cycle.
Yearly members can cancel before the renewal date, and you won’t be charged for the next year.
You’ll love how it feels to finally start getting your estate organized!
Join monthly and give it a try - you can cancel anytime if it’s not the right fit.
You’ve got too much to lose…
Picture this:
John and Emily lived together in Ontario for 15 years and had two kids.
John died suddenly - without a will.
Because they weren’t legally married, under Ontario’s inheritance laws Emily was not recognized as a spouse and had no automatic right to inherit any part of John’s estate.
Without a plan, the people you love are at risk.
Don’t let something like this happen to you or your loved ones.
Take the guesswork out of estate planning
You’ve worked hard to build your savings, home and security.
But life can change in an instant - and having a plan is one of the best ways to protect the people you love.
No confusion, family fallouts or unexpected expenses.
You’ll have peace of mind:
Whether you’re planning your own estate or helping a loved one, the Canadian Estate Club gives you thae tools and support to do it right.
Come join us in the Canadian Estate Club!
Know your loved ones won’t be left with a mess
Give clear guidance so your wishes are followed
Honour your legacy and everything you’ve built
Feel proud of what you’re passing on
Make sure your family is taken care of
Estate planning just got easier
Join now and get everything you need to plan your estate!
From expert support to checklists, the Canadian Estate Club makes it easy to create a solid estate plan. Here’s what is included:
☑️ Step-by-step education on estate planning fundamentals ($497 value)
☑️ Expert monthly Q&A call to get your questions answered ($1,200/year)
☑️ Live monthly class about estate essentials ($900/year)
☑️ Private community for support, answers & guidance ($497/year)
☑️ Timely updates when laws or tax rules change ($297/year)
☑️ Complex estate guidance for families, businesses & beyond ($997 value)
☑️ Checklists, templates, and tools that are easy to follow ($297 value)
Total value: $4685
You can access all this for as little as $19 a month!
Choose your plan:
Best Deal
Save $29 yearly!
Most Flexible
Cancel anytime
Frequently Asked Questions
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It’s a monthly membership that gives you step-by-step training, expert support, and practical tools to help you plan, manage, and maintain your estate - even if you’re not sure where to start.es here
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Not at all. If you have a bank account, a home, family, or even just a few wishes for how things should be handled - you already have an estate. This Club helps you protect what you have and make sure it’s passed on the way you want.
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Yes. All the content is tailored to Canadian laws, taxes, and processes. Whether you live in Ontario, BC, or anywhere in between, the Club was made with you in mind.
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Definitely. Having a will is great, but it’s just one part of your estate. The Club helps you fill in the gaps, keep everything organized, and understand what else you may need - like a power of attorney, digital asset planning, or how to avoid common family conflicts.
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You get step-by-step video training, live Q&A calls with top experts, monthly estate webinars, checklists and templates, and access to a supportive private community.
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Yes! You can ask during the live Q&A calls or inside the private community. We are here to point you in the right direction and help you move forward with confidence.
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Most people can complete their plan in about 3 months, even if they’re starting from scratch. But you can move at your own pace and revisit the material anytime.
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No worries! Everything is designed to be easy to follow. If you can open an email or watch a YouTube video, you’re good to go. And we’re always here if you need help.
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Yes. If you join monthly, you can cancel whenever you like. If you join yearly, you’ll keep access until your year is up - and you can cancel renewal anytime before that.
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Great question! Once your initial plan is done, staying a member helps you:
✅ Stay current with the latest updates
Laws and tax rules change, and what worked before might not work tomorrow. You’ll always know what’s new and what (if anything) needs to change in your plan.
✅ Know when to review or revise your estate
Life changes – marriages, births, inheritances, moves. We’ll remind you when to check in and guide you through any updates.
✅ Keep up to date with critical financial information
Receive regular practical personal finance tips, including budgeting, saving, investing, retirement planning, and estate planning, helping you make smarter financial decisions and plan for long-term security.
✅ Lock in your pricing
When you stay a member, your price is locked in. If prices go up later, you’ll keep your original low rate.
Stay for the peace of mind, practical updates, and ongoing support - or feel free to cancel once your plan is done. It’s totally up to you!
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You’re absolutely welcome. Many members join to support aging parents, a spouse, or someone they care for. The tools and training will help you guide them - and yourself - with confidence.
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Contact us at admin@heritagetrustcompany.ca and we’ll get back to you!