Most Canadians know they should have an estate plan. Few feel confident they have the right one in place.

The Peace of Mind Estate Planning System™ is built around the five stages every Canadian family needs to work through: Understand the fundamentals of estate planning. Organize a complete inventory of your assets, accounts, and key documents. Reflect on your priorities, your family's situation, and your legacy wishes. Act by working with the right advisors and getting your legal documents in place. Then Protect what you've built with a system for ongoing review as life changes.

• Understand
• Organize
• Reflect
• Act
• Protect

Nicole guides you through all five stages, with worksheets, templates, and checklists for each one. Work at your own pace and revisit what's relevant as life changes.

Your purchase includes two free months of Canadian Estate Club membership, so you have ongoing guidance and support to keep your plan current.

What people have to say about Nicole:

"Informative and highly practical. The systematic approach helped us organize our estate information without missing important details. It can save both time and money when working with a lawyer."

— Tammy Kelly

"Estate planning is not something people think about until they are much older. The biggest takeaway from this program is that starting early gives you peace of mind. We are now on a path to get our own house in order so when our time comes, those left behind will not be burdened with settling our estate."
— Curtis Terry & Jolly Ma

"Nicole's teaching style is excellent. She explains with coherent reasons as to why things are what they are. She alleviates many people's fears about taking on this stage of their life."
— Dan

This is educational and organizational in nature. It does not replace legal, tax, financial, or investment advice.