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Personal Estate Planning
This workbook will walk you through a series of exercises and questions to help you ensure your Executor is able to undertake appropriate management of your estate. Its partner tool, the “Executor’s Workbook,” is designed to initiate a conversation between you and your Executor to enable you to develop a shared understanding of expectations.
Price: $50.00

Executor Workbook
This workbook is intended to support you in undertaking the responsibilities of enacting the Estate Planner’s wishes as outlined in the Will. The Estate Planner will have likely identified some specific instructions within the Will; however, the Will itself does not cover all of the details your Estate Planner is hoping you will manage within the context of your role.
Price: $50.00

Business Owner Estate Planning
The Business Owner Estate Planning Workbook has been designed to support your Power of Attorney and/or Executor in their responsibilities as they relate to the business (or businesses) you own.
Price: $50.00

Power of Attorney Workbook
The Enduring Power of Attorney Workbook has been designed to support you (the Estate Planner), and your Power of Attorney in planning for the future. The Enduring Power of Attorney comes into effect when the Estate Planner is no longer able to care for his or her own affairs.
Price: $25.00

Personal Directive Agent Workbook
The Personal Directive Agent Workbook has been designed to support you (the Estate Planner) and your Personal Directive Agent in planning for future incapacity. The Personal Directive (a legal document) comes into effect when the Estate Planner is no longer able to take care of his or her own affairs.
Price: $25.00

Product Bundle #1
This bundle consists of the Personal Estate Planning Workbook plus the Executor Workbook. Price if bought separately = $100
Price: $75.00

Product Bundle #2
This Product Bundle consists of the Executor Workbook plus the Power of Attorney Workbook plus the Personal Directive Agent Workbook. Price if bought separately = $100.00
Price: $75.00

Product Bundle #3
This Product Bundle consists of the Executor Workbook plus the Personal Estate Planning Workbook plus the Business Owner Estate Planning Workbook. Price if purchased separately = $150.00
Price: $125.00

Product Bundle #4
This Product Bundle consists of the Executor Workbook plus the Personal Estate Planning Workbook plus the Power of Attorney Workbook plus the Personal Directive Agent Workbook. Price if purchased separately is $150.00
Price: $125.00

Product Bundle #5
This Product Bundle consists of all 5 Workbooks which if purchased individually would cost $200.00
Price: $150.00

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