THE PEACE OF MIND ESTATE PLANNING SYSTEM™
This price is only here for the next 24 hours.
Create an estate plan your family can find, understand, and use.
The Peace of Mind Estate Planning System™ is a proven 5-stage system that helps Canadians move from estate planning overwhelm to a clear and complete plan their family can actually use.
Built by Nicole Garton, President and General Counsel of Heritage Trust Company Inc., an experienced Canadian estate lawyer and author.
$97 today, then 5 monthly payments of $220. Total payment plan: $1,197 CAD.
Pay in full for $997Save $200 compared with the payment plan.
14-day satisfaction guarantee.
Estate planning can feel overwhelming.
It does not need to stay that way.
Maybe you have been meaning to get your estate planning done for years. You know it matters. You know your family would need clear instructions. But every time you think about starting, it feels like there is too much to figure out.
Maybe you did start. You gathered a few papers. You made an appointment. You asked one question. Then life got busy, the process stalled, and the folder stayed half finished.
Or maybe you already have a plan, but it no longer feels current. You know it needs attention. You are just not sure what to do first.
That is why estate planning so often stays undone, even for capable, organized people. Not because they do not care. Not because they cannot do it. Because the path is not clear.
The Peace of Mind Estate Planning System™ gives you that path, one clear stage at a time.
Meet the Peace of Mind Estate Planning System™.
Created by Nicole Garton, an experienced Canadian estate lawyer and President and General Counsel of Heritage Trust Company Inc., the System draws on more than 25 years of legal experience and the real-world work Heritage Trust does with Canadian families.
What makes the System different is the sequence. Estate planning often feels overwhelming because people try to start in the middle, jumping to documents before they understand what they need.
The Peace of Mind Estate Planning System™ puts the steps in the right order: first you Understand the basics, then you Organize what matters, next you Reflect on your wishes, then you Act by putting the plan in place, and finally you Protect the plan so it stays current.
You do not start with forms. You start with clarity.
The System is built in five stages, in this order.
Stage 1. Understand. Learn the basics.
You learn what estate planning includes, which documents matter, and when your situation may need specialized advice.
By the end of Stage 1, you know what you are looking at and what questions to ask.
Stage 2. Organize. Gather what matters.
You create a clear inventory of what you own, what you owe, and where everything is kept, so nothing is left scattered.
By the end of Stage 2, your estate information is visible, findable, and easier to manage.
Stage 3. Reflect. Clarify your values and wishes.
You step back and think about what values should guide your decisions, what you want to pass on, and who should be in charge.
By the end of Stage 3, you have clear direction, not just possibilities.
Stage 4. Act. Put your plan in place.
You take what you have learned, organized, and decided, and turn it into action with the right professionals.
By the end of Stage 4, you are ready to finalize a plan that reflects your wishes.
Stage 5. Protect. Keep it current and secure.
You build a simple review rhythm so your plan stays current as life, assets, and laws change.
By the end of Stage 5, your plan is not just complete. It is protected.
Who this is for
This is for you if:
You want a clear, complete estate plan your family can actually find, understand, and use.
You already have documents in place, but are not sure whether they are current or complete.
You want to walk into professional meetings informed, organized and prepared.
You want a calm, practical system for your assets, documents, family roles, and wishes, in the right order.
This is not for you if:
You need legal advice about a contested estate or urgent legal matter.
You are looking for legal, tax, financial, or investment advice specific to your personal file.
You are not willing to gather your information and take action with the appropriate professionals.
The System is educational and organizational. It helps you get clear and prepared before you work with your own qualified advisors.
Here is what you get when you start today.
A $1,997 CAD value, included in full.
- Full access to the five-stage Peace of Mind Estate Planning System™, at your own pace.
- Clear video lessons for every stage.
- Stage-by-stage worksheets, templates, and checklists.
- Estate inventory and organization tools.
- Values and decision-making exercises.
- Implementation checklists for choosing your professional team and finalizing documents.
- Protection and review tools to keep your plan current over time.
- Special circumstance modules, including blended families, disabled or vulnerable beneficiaries, business ownership, digital assets, cross-border issues, and First Nations considerations.
Bonus: Two free months of Canadian Estate Club membership.
Continue your learning and stay connected with ongoing estate planning education and resources.
Choose the option that works for you.
Standard value: $1,997 CAD. This price is only good for the next 24 hours. After that, it goes back up to $1,997.
Start Today Payment Plan
$97 CAD today
Then 5 monthly payments of $220 CAD. Total payment plan: $1,197 CAD.
Best if you are ready to start now and prefer to spread the cost.
Start today for $97Pay in Full
$997 CAD
One-time payment. Save $200 compared with the payment plan.
Best if you want the lowest total cost and prefer one payment.
Pay in full for $997"I now know an estate plan is essential. Now I have more confidence, and I know how to put an estate plan together. The System was there at the right time in my life."
— Ruth H.
Try the System for 14 days, risk free.
You have 14 days from your purchase date to log in, begin Stage 1, and decide whether the Peace of Mind Estate Planning System™ is the right fit for you.
If it is not the right fit, email us at admin@heritagetrustcompany.ca within 14 days of purchase and we will refund your payment. If you chose the payment plan, any remaining future payments will also be cancelled.
Built by an estate lawyer who has seen what happens when plans are clear and when they are not.
Nicole Garton is President and General Counsel of Heritage Trust Company Inc., a regulated trust company serving Canadian families. She has more than 25 years of legal experience.
The Peace of Mind Estate Planning System™ gives Canadians a clear method to follow before they sit down with their lawyer, notary, accountant, or financial advisor.
Nicole Garton
President and General Counsel, Heritage Trust Company Inc.
Estate lawyer with 25+ years of experience
Recognized in Best Lawyers in Canada™ for Trusts and Estates
Author of four books, including The Canadian Executor's Guide and Before It's Too Late: The Estate Organizer for Canadians
This System is educational and organizational. It prepares you to work efficiently with your own professionals. It does not replace legal, tax, or financial advice.
What Canadians Are Saying
Real people using the Peace of Mind Estate Planning System™ to get organized, make decisions, and take action.
"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
"Excellent. Comprehensive and informative. The framework, stages, maps, and checklists guided me through the process. I still have work to do, but I have what I need to make the decisions ahead. I have started on my binder."
— Levina Ewasiuk
"Estate planning is not something people think about until they are much older. The biggest takeaway is that starting early gives you peace of mind. We are now on a path to get our own house in order."
— Curtis Terry & Jolly Ma
Frequently Asked Questions
I am not wealthy enough for estate planning. Is this for me?
Yes. Estate planning is not about how much money you have. If you have assets or people you care about, you have an estate. The System works at any scale.
I am just going to see a lawyer. Why do I need this?
The System helps you get more value from that meeting. You will be informed, have organized your information, and clarified your values and goals first, so your time with a professional will be much more focused and efficient.
Can I just do this myself with online forms?
Online forms may produce documents for very simple situations, but they do not help you think through what your plan should actually accomplish. The System helps you do the important thinking first. Documents come after.
Now is not the right time for me.
There is rarely a perfect time. The System gives you a clear place to start, at your own pace, one step at a time.
I already have a Will. Do I need this?
A Will is only one part of a complete estate plan. The System helps you see the whole picture and confirm what may be missing.
I am not sure I can commit to a course.
This is not a course you have to keep up with. It is a self-paced System with no live calls to attend and no deadlines to miss.
$997 is a lot. How do I know it is worth it?
The System is not simply a collection of videos. The value is clarity, structure, and a plan your family can actually find, understand, and use.
Does this replace legal, tax, or financial advice?
No. The System is educational and organizational. It helps you get clear and prepared so you can work more effectively with your own qualified advisors.
Can couples or spouses work through it together?
Yes. Many couples find it helpful to work through the System together, even though each person still needs to think through their own wishes.
Ready to get clear about your estate plan?
This price won't last. After 24 hours, it goes back up to $1,997.
Start with Stage 1 today. Work through the System one step at a time: Understand, Organize, Reflect, Act, and Protect.
"Being much more confident and less fearful of taking on the challenge of planning our estate with guidance from this Peace of Mind approach."
— Dan
The Peace of Mind Estate Planning System™ is educational and organizational. It does not replace legal, tax, financial, insurance, or investment advice. Participants should work with their own qualified professionals for advice specific to their circumstances. Estate planning rules vary by province and territory.