Interactive calculators, assessment tools, and plain-language articles written by independent estate trustees — not a marketing department.
No login. No email required. No upsell.
Each tool is purpose-built for a specific question executors ask us most. Use them, share them, print them.
Answer five plain-language questions about the Will, real estate, financial accounts, registered assets, and business interests. Get an immediate assessment of whether a Certificate of Appointment is legally required.
Enter the estate's gross value and calculate the exact probate tax owed under the Ontario EAT formula. Includes a guide on which assets are included and which are legally exempt.
See exactly how Ontario's Succession Law Reform Act divides an estate when there is no Will — with a live pie chart breakdown. Includes the common-law warning that catches most families off guard.
Toggle the features of your estate — real estate, business, digital assets, minor beneficiaries, investment portfolio — and get a personalized, phased checklist of every task required under 2026 Ontario law.
How long will this actually take? Enter four variables — GTA vs. regional, Will status, real estate, and tax history — and get a visual Gantt chart showing realistic phase-by-phase duration anchored in 2026 court and CRA realities.