Your Result
Is Only The
Starting Point
Clarity is useless without execution.
It’s time to turn your results
into a bulletproof plan
you can act on, track, and scale.
Still Putting Off Your Will and Power of Attorney?
You're Not Alone
Most people delay estate planning because they think:
- “I wouldn’t even know where to start.”
- “Lawyers are expensive.”
- “This is going to take forever.”
- “I don’t have enough assets.”• “I’m not organized enough yet.”
That’s exactly why
The Plan to Live
Will and Power of Attorney
Preparation Kit exists.
"Makes a daunting task seem friendly"
- Kimberly J.
Digital
Edition
Hardcopy
Edition
Hardcopy + Digital Bundle
$17.97
$37.97
$47.97
Instant download. Fillable PDF.
Start right away and update your answers anytime from your computer.
Pen-and-paper friendly.
Perfect if you think better by writing things down and want something tangible to keep close.
The best of both formats.
Get instant access today, plus a printed workbook you can use, revisit, and keep within reach.
You do NOT need everything figured out before you begin.
Go From Overwhelmed
to Appointment-Ready in Under an Hour
Take Advantage Of:
- Less stress
- Less confusion
- Less billable legal time
- More confidence your family won’t be left guessing
The Hardest Part
Isn't Estate Planning.
It's starting.
This makes starting easy.
Lawyers Charge for Clarity.
Bring Your Own.
Don’t spend your first hour (and your first bill) shuffling papers.
Do the 'homework' for as little as $18 and spend your legal appointment making big-picture decisions instead of digging through files.
The Estate Planning Paradox
Most Canadians delay preparing their Will and Power of Attorney not because they don’t care, but because they don't know where to start. It stays "stubbornly parked" on the to-do list, waiting for a "slightly more settled" version of yourself that never arrives.
The truth? That version of yourself is you, right now. The most generous thing you can do for your family is to leave a clear roadmap. This kit ensures your loved ones aren't left guessing about your wishes, your passwords, or your intentions during an already difficult time.
A Simple Plan to Get This Done
You don't need a perfect balance sheet to get started. Estimates are fine. Rough drafts are fine. A completed, imperfect plan today is infinitely more valuable than a perfect plan that stays on your to-do list for another year.
Our kit isn't just a document; it’s a directed method for every adult in Canada. It moves you from "uncomfortable to confront" to "ready to make real decisions" in five clear steps:
- Gather the Basics (15 min): Just the facts of what you own and owe.
- List Key Assets (30–60 min): A guided inventory of real estate, investments, and business interests.
- Choose Your People: Thoughtful guidance on naming executors, guardians, and attorneys.
- Capture Your Wishes (30 min): Finalize the Summary Sheets that your lawyer will use to draft your legal documents.
- Book Your Appointment: Walk in prepared, organized, and clear.
Why This Kit Pays for Itself
- Stop the Billable Clock: By arriving with your summary sheets completed, you avoid spending expensive billable time with your lawyer absorbing the basics.
- Progress Over Perfection: We guide you through approximate values and working drafts. A completed, imperfect plan today is infinitely more valuable than a perfect plan that never gets done.
- Total Inventory: From your primary residence to the "hidden" assets like Digital Assets (online accounts, crypto, domain names) and Named Beneficiary Products (RRSPs, TFSAs) that pass outside your Will.
- Planning for the Living: We don't just cover what happens after death. Our Power of Attorney section is about "planning for the living, not the leaving", ensuring your health care and property are managed if you ever can’t speak for yourself.
The Most Generous Thing You Can Do
Clarity today prevents confusion later. Whether it’s specifying a financial trustee for minor children or providing a letter of wishes for their upbringing, this kit ensures your voice is heard when you can no longer speak.
Preview the First 12 Pages
See the questions you need to answer by previewing the free read-only roadmap below. You’ll see exactly how we guide you through the preliminary instructions, our comprehensive table of contents, and the first of many inventory charts.
Product Specifications
Length: 60+ pages of guided instructions, inventory charts, and summary templates.
Format:
Digital: Instant-access, fillable PDF.
Hardcopy: Premium printed workbook designed for hands-on planning.
Language: English.
Scope: A Canada-wide guide tailored for the specific provincial requirements across the country.
What’s Inside the Kit
The workbook is organized into four distinct parts to move the user from initial inventory to final lawyer-ready summaries:
Progress Over Perfection: Designed as a "working draft" to help users overcome procrastination and complete a plan today rather than waiting for a "perfect" moment.
What’s Inside the Kit
The workbook is organized into four distinct parts to move the user from initial inventory to final lawyer-ready summaries:
Part 1: Taking Inventory (The "What")
- Insurance & Registered Products: Managing RRSPs, TFSAs, and life insurance policies that pass outside of a Will.
- Real Estate & Financial Assets: Documenting property, investment accounts, and business interests.
- Digital Assets: A dedicated section for online accounts, cryptocurrency, and digital legacies.
- Debts & Liabilities: Organizing obligations to ensure a smooth estate settlement.
Part 2: Choosing Your People (The "Who")
- Executors & Trustees: Guidance on selecting the right person to manage your estate.
- Guardianship: Specific planning for minor children, including financial trustees and "Letters of Wishes" for their upbringing.
Part 3: Power of Attorney (The "Living Plan")
- Personal Care & Property: Comprehensive sections for managing health and financial decisions if you are ever unable to speak for yourself.
Part 4: The Result (The "Clarity")
- Last Will & Testament Summary Sheet: A concise, multi-page summary of your intentions.
- Power of Attorney Summary Sheet: A clear roadmap for your legal representative.
- Comprehensive Glossary: Plain-language definitions for complex estate planning terms like "Intestacy," "Bequest," and "Joint Tenancy".
Educate Your Wallet:
Explore Our Blog Articles
Plan To Live is your real-world financial educator, planning partner, and coach in action.
We turn hopes into habits.
We are guides in establishing and clarifying goals, creating accountability, and maintaining motivation.
With a simple, proven framework, we make personal growth practical and financial success achievable.
DISCLAIMER
This material is prepared by Plan to Live Inc. and is intended to provide general information on legal, financial, planning, and advocacy-related topics as of the date of publication. The information is provided in summary form only and does not constitute legal, financial, tax, or other professional advice, nor should it be relied upon as such. Readers and participants should seek appropriate professional advice specific to their individual circumstances before taking any action based on the information contained in this document or program. While reasonable care has been taken in the preparation of this material, Plan to Live Inc., its directors, officers, employees, associates, and any individuals acting in a consultative capacity on its behalf accept no responsibility or liability for any errors or omissions, or for any loss or damage arising from reliance on the information provided, including where such errors or omissions result from negligence.