Protect Your Family's Future
Reserve your seat for a one-hour online training with Nicole Garton, estate planning lawyer and President of Heritage Trust Company.
$19.97 CAD
ONLINE CLASS FOR CANADIANS
The 5 Biggest Estate Planning Mistakes Canadians Make
Learn how to avoid the common mistakes that leave families stressed, confused, and unprepared, and see the 5-stage system for getting your plan clear, organized, and complete.
Estate planning can feel overwhelming because there are so many moving parts.
In this one-hour online class, estate planning lawyer and author Nicole Garton will show you how to replace uncertainty with clarity. She created the Peace of Mind Estate Planning System™, a proven 5-stage system that helps Canadians move from estate planning overwhelm to a clear and complete plan their family can actually use.
If you have assets and/or people you care about, you have an estate. And you deserve a clear, calm way to get your planning started.
Classes run several times each week. Choose the time that works for you after checkout.
After payment, you will choose your preferred class time.
An hour with an estate planning lawyer typically costs several hundred dollars. This class is $19.97, and if you attend and do not find it valuable, email us and we will refund you. No questions asked.
Who This Is For
This class is for you if:
- You are Canadian and want to get your estate planning organized.
- You have a Will, but are not sure whether your overall plan is complete or current.
- You are the family organizer and feel responsible for making sure nothing important is missed.
- You are worried your family members, beneficiaries, executor, or attorney would not know where to start if something happened.
- You are concerned about family conflict, taxes, legal fees, privacy risks, scams, or missing information.
- You want calm, expert guidance without pressure or legal jargon.
If any of those sound familiar, you are exactly who this class was designed for.
About Your Instructor
Nicole Garton
Nicole Garton is President & General Counsel of Heritage Trust Company Inc., a regulated trust company serving Canadians, and the founder of Canadian Estate Club.
Nicole has practiced law for over 25 years, with deep experience estate planning, estate administration, and the practical challenges families face when someone becomes incapable or dies. She is recognized in Best Lawyers in Canada™ for Trusts and Estates.
She created the System to give Canadians a practical, step-by-step way to get organized, make confident decisions, and prepare effectively for conversations with their own advisors.
This class is educational. Nicole will not be providing legal advice about individual circumstances.
Nicole is also the author of four books on estate planning and family wealth, available on Amazon.ca.
"Nicole's teaching style is excellent. She has identified a field where a great number of Canadians need further awareness, and she alleviates many people's fears about taking on this stage of their life."
— Dan
What You'll Learn
In this class, you will learn:
- The 5 estate planning mistakes that create the most stress, delay, and confusion for Canadian families.
- What your executor, attorney, or family may need to find quickly if something happens to you.
- How missing information, unclear roles, and outdated documents can create preventable problems.
- Why forms and documents should come after clear decisions, not before.
- When your situation may require specialized advice.
- How the 5 stages of the System give you a clear order for getting started.
Plus, stay until the end of the class and you will receive a free PDF copy of Nicole's bestselling book, The Canadian Executor's Guide: A Complete Roadmap From First Steps to Final Distribution, valued at $24.97 CAD.
The 5 Mistakes We Will Cover
- Mistake 1: Thinking estate planning is only for wealthy people
- Mistake 2: Believing a Will is the whole plan
- Mistake 3: Leaving your executor to become a detective
- Mistake 4: Filling out forms before making clear decisions
- Mistake 5: Signing documents and assuming the job is done
A Clear Place to Start
Most people delay estate planning, not because they don't care, but because it's hard to know what to do first. That's why Nicole created the System: a proven 5-stage method that gives your plan a clear, simple order to follow.
What Canadians Are Saying
What Canadians say about Nicole's teaching and the System
"The guides and tools were easy to follow, helped us stay on track, and ensured that no important details were overlooked."
— Tammy Kelly
"The framework, the stages, the maps, and the checklists guided me through the process. I have already started on my binder."
— Levina Ewasiuk
"We are now on a path to get our own house in order so that, when our time comes, those left behind will not be too burdened with settling our estate."
— Curtis Terry & Jolly Ma
Frequently Asked Questions
Why the $19.97 fee?
The small registration fee keeps the class focused and seats going to people who plan to attend. It is fully refundable: if you attend and do not find the hour valuable, email us and we will refund you, no questions asked.
What happens after I pay?
After payment, you will choose your preferred class time. You will receive a confirmation email with your class link and a reminder before the session.
What if I don't find it valuable?
If you attend and do not find the class valuable, email us and we will refund your registration. No questions asked.
What if I can't attend at the time I chose?
When you register, you can pick from several available class times. If something comes up, a replay link will be emailed to you so you can watch when it works for your schedule. To receive the free copy of Nicole's book, plan to attend or watch to the end.
Ready to get clear on your estate plan?
Join Nicole Garton for this practical one-hour online class and learn how to avoid the most common estate planning mistakes Canadian families make.
You will leave with a clearer understanding of what may be missing, what to organize, and how to take the next step with more confidence.
Classes run several times each week. Choose the time that works for you after checkout.
Protect Your Family's Future
Reserve your seat for a one-hour online training with Nicole Garton, estate planning lawyer and President of Heritage Trust Company.
$19.97 CAD
After payment, you will choose your preferred class time.
This class is for general educational and informational purposes only. It is not legal, tax, financial, insurance, investment, or professional advice. Estate planning rules vary by province and territory, and individual circumstances matter. Please consult qualified professional advisors before making estate planning decisions.