A will says who gets what. It doesn’t tell your family what to do when you’re gone.
After a death there’s a stretch of admin no will can cover — the frozen account, the pensions, Service Canada, the CRA, probate. The Estate Kit is the step-by-step plan for it: what to do, who to contact and in what order, across the first 48 hours, 60 days and 6 months. So your family isn’t left guessing.
Covers the 3 critical windows: 48 hours, 60 days and 6 months after a death.
A step-by-step plan plus the fill-in records that feed it — no legal jargon.
Built for the real Canadian journey — Service Canada, the CRA, provincial probate, the banks.
Instant email delivery — print it at home, start this evening.
One-off payment in CAD, no subscription · 30-day money-back.
🔒 Secure payment📧 Instant delivery🖨 Print at home♻️ 30-day refund
Built around the real Canadian admin journey — Service Canada, the CRA and your province’s probate guidance. Reviewed by a Canadian estate-settlement professional.
The gap no one warns you about
When you’re gone, the admin doesn’t stop. It lands on the people you love.
Between the day someone dies and the day the estate is finally settled, there’s a stretch of admin no one prepares you for. Officially it’s called estate administration. Families just call it the nightmare. Here’s what it actually looks like —
The scavenger hunt
Your children going drawer by drawer, through old statements and a locked phone, trying to work out which banks, which pensions and which policies even exist.
With a plan: it’s already listed — every account, and what to do with it.
Notifying government isn’t notifying the bank
Service Canada and the CRA handle the federal side. They don’t notify your bank, your mortgage lender, your insurers or a workplace pension — that’s still dozens of calls, in no particular order.
With a plan: who to contact, in what order — nothing missed.
Money frozen, bills still coming
Accounts are frozen on death. Many institutions won’t release a dollar before probate is granted — while the bills keep arriving through the door.
With a plan: your family knows what exists and the right steps to take, without delay.
15%Only 15% of Canadians have a detailed plan for what their family would need to do — even though 82% say they want their estate settled quickly for their loved ones. (Ipsos / RBC, 2025)
“Surely they’ll work it out?”
They’d work it out eventually — over many stressful months, with frozen accounts, missed deadlines and forgotten policies along the way. They don’t just need your information. They need a plan — what to do, who to contact, and in what order.
The method
One simple plan, in three stages: 48-60-6.
It follows the real sequence in Canada — federal, provincial and private, in the order your family will meet it. Each stage tells them exactly what to do next, so no one has to improvise.
01The first 48 hours
SECURE the urgent things
The first actions, in order: register the death with the province, order 10–15 death certificates, find the will, confirm the executor, arrange the funeral.
⚠ Without a planFuneral paid out of pocket · too few certificates ordered · the will found too late
02The first 60 days
NOTIFY the right people, in order
Service Canada and the CRA first, then everything they don’t cover — bank, mortgage, insurers, utilities, workplace pensions — with a register of every account and ready-to-send letters. The executor’s first claim on the CPP death benefit lasts 60 days.
⚠ Without a planThe death re-explained on every call · accounts missed · benefit overpayments to repay
03The first 6 months
SETTLE it properly
The steps to close the estate before the tax clock runs out — probate, the valuation, the final return (April 30 or six months, whichever is later), the clearance certificate, debts, property and distribution — with the document checklist you’ll be asked for.
⚠ Without a planInterest and penalties · probate dragging on for months · disputes between family
Timelines adapt to your province — the order never changes.
What you actually get
Two things in one kit: the plan, and the records that feed it.
Every part is written for Canada, so nothing important is left out:
01The step-by-step action plan — the 48-60-6 checklists (Secure · Notify · Settle): what to do, who to contact and in what order.
02The account & asset register — chequing and savings, TFSAs, RRSP/RRIF, CPP and OAS, workplace or private pensions, life insurance.
03The personal record — SIN, provincial health card, family doctor, property tax, utilities, and the Service Canada and CRA references.
04Where everything is kept — the original will, the title deeds, certificates, keys and passwords.
05Funeral & final wishes — and the ready-to-send notification letters.
📧 Delivered instantly by email · 🖨 printed at home · kept in one folder.
Simple to do
You do it once, calmly, over a single afternoon.
Guided questions and clear sections — no blank-page overwhelm, no jargon, no legal training required. You fill it in at your own pace, print it, and keep it together.
Plain-English prompts that tell you exactly what to put where.
Nothing to install, nothing to wait for in the mail.
Then it’s ready — and the day your family needs it, they just follow the plan.
“I did it one rainy Sunday afternoon. It isn’t a notebook — it’s a plan my family can actually follow. Such a relief to finally have it done and know they won’t be left guessing.”
Maureen, 71Peterborough, Ontario · The Settled Family Pack
Oneafternoon
A clearplan
Onefolder
★★★★★
“I have settled two estates in my family. The first one, we had nothing to go on — it took the better part of a year, and I was still finding accounts at the end of it. The second time there was a plan, filled in, in a folder. Same amount of paperwork. Completely different year.”
Bruce ElliottExecutor for two family estates · Ontario✓ From someone who has done it
Drawers turned out, looking for accounts no one knew existed
The death re-explained on call after call, in no order
A forgotten TFSA or savings bond found years too late
Money frozen while the bills keep coming
Probate stalled for want of one missing document
Funeral wishes argued over, because no one was sure
One child carrying it all, the others second-guessing
Grief, with admin piled on top
With the plan
Every account, pension and policy already listed
A clear order of who to contact, and what to say
Nothing valuable quietly lost
The family knows the right steps to take
Probate paperwork ready, in order
Funeral wishes written down, clearly
No one left guessing, no one left blamed
Room to actually grieve
4.9
★★★★★
318 verified reviews · over 1,200 Canadian families
5 stars92%
4 stars6%
3 stars1%
2 stars1%
1 star0%
Susan · Thunder Bay, ON
✓ Verified buyer
★★★★★
I’ve finally stopped lying awake about it
My son now has a clear plan to follow — the pensions I’d half-forgotten, the policies, the order to do things in. One quiet afternoon and it was done.
The Settled Family Pack · 2 weeks ago
Gerald · Fredericton, NB
✓ Verified buyer
★★★★★
So my daughter never has to chase the way I did
When my wife passed I learned the hard way how much they ask for. This lays out exactly what to do and when. Sensible and plain — it put my mind at rest.
The Complete Peace-of-Mind Pack · 1 month ago
Helen · Abbotsford, BC
✓ Verified buyer
★★★★★
The calmest conversation we’ve ever had
I bought it for my parents and we filled it in together over Sunday lunch. We followed the steps — no drama, no awkwardness, just sorted.
The Essential Kit · 3 weeks ago
Malcolm · Charlottetown, PE
✓ Verified buyer
★★★★★
It’s a plan, not a pile of paper
What sold me is that it tells you what to do, step by step. My wife wouldn’t have known where to begin — now she has a plan she can simply follow.
The Settled Family Pack · 5 days ago
Dorothy · Regina, SK
✓ Verified buyer
★★★★★
Everything in order, at last
I’m the one who always handled the paperwork. Now if anything happens, the children just open it and follow the steps. An enormous weight off my shoulders.
The Complete Peace-of-Mind Pack · 1 month ago
Ron · Sherwood Park, AB
✓ Verified buyer
★★★★★
My wife and I did ours the same evening
We printed both sets, sat at the table and worked through it section by section. Took one evening. The kids know exactly where the folder is now.
The Settled Family Pack · 1 week ago
Bev · Brandon, MB
✓ Verified buyer
★★★★★
The order of the steps is what matters
I had most of the information written somewhere. What I didn’t have was the order — who to call first, what waits. That’s the part that made it worth it.
The Essential Kit · 2 weeks ago
Ken · Sydney, NS
✓ Verified buyer
★★★★★
I finally know what my sister will face
She lives four provinces away and would be doing this alone. Now she has a plan she can follow from there, and a list of everything that exists.
The Complete Peace-of-Mind Pack · 3 weeks ago
Marion · Chilliwack, BC
✓ Verified buyer
★★★★★
No jargon, and nothing left blank
Every page tells you what to put where. I never once had to guess or look something up. Filed it in the cabinet and told the children where it is.
The Settled Family Pack · 1 month ago
Choose your kit
One plan. Three levels of preparation.
Most families who own a home choose the Settled Family Pack. Every kit is a one-off payment in CAD, delivered by email to print at home, with a 30-day money-back guarantee.
The Essential Kit
Just the basics.
$49CAD
One-off payment · no subscription
The Start Here card — the first five actions, in order
The 48-60-6 checklists — Secure · Notify · Settle
10 guided fill-in sheets — prompts, not blank pages
Every account in one place — banks, RRSP/RRIF, TFSA, insurance
Where it’s all kept — will, deeds, keys, passwords
Instant email · print at home · 30-day money-back
Most chosen
The Settled Family Pack
Ideal if you own a home.
$158$79−50%
One-off payment in CAD · save $79
Everything in The Essential Kit
The Homeowner’s Pack — title, mortgage, land titles transfer
The Will Safeguard — where the will is, the executor, and beneficiary designations kept current
12 ready-to-send notification letters
A second set to print for your partner
Email support · 30-day money-back
The Complete Peace-of-Mind Pack
If you have life insurance, a larger estate or several heirs.
$258$129−50%
One-off payment in CAD · save $129
Everything in The Settled Family Pack
The Executor’s Brief + the seven costly mistakes
The 6-month action calendar — every step and deadline, week by week
The estate & final-return organiser + the probate checklist
The Handover Sheet — whoever helps your family can start in minutes
Yearly update reminder · priority support
When in doubt, most families who own a home choose The Settled Family Pack — it covers what comes up most, without paying for the advanced estate options.
30
A simple 30-day money-back guarantee
Download the kit, read the plan, print the sheets and start filling them in at your own pace. If you don’t feel it helps your family know what to do, just email us within 30 days. We’ll refund you in full within 48–72 hours — no forms, no questions.
Questions families ask
Everything you might be wondering
No — that’s the important bit. It’s a step-by-step plan: what to do, who to contact and in what order, across the 48 hours, 60 days and 6 months that follow a death. The fill-in records (accounts, pensions, policies) feed that plan so your family can simply follow it.
One last thing for the people you love
You worked hard for what you have. Don’t let the last thing you leave be confusion.
