Your family built something worth protecting. Let's make sure the plan is ready.
Toronto and Ontario families with $3M to $40M in assets face real complexity. Trusts, businesses, real estate, blended family considerations. You need a plan that ties it all together.
Succession Plan is a family office experience for families who do not have a family office.
Available now in Ontario.
The gap between a will and a family office.
You have a lawyer who wrote your trust. An accountant who handles your taxes. A financial advisor who manages your investments. They are all good at what they do. But nobody is making sure the pieces fit together.
A full family office costs $500,000 or more per year. Succession Plan gives your family the same coordination for a fraction of that cost.
What keeps Ontario families up at night.
Is your trust actually funded?
You paid a lawyer to create an inter vivos trust. But did you retitle your assets into it? An unfunded trust is the most common mistake. We track what is in and what is not.
Beneficiary conflicts.
Your RRSP and life insurance designations can override your will. If they do not match your wishes, we flag the conflict before it becomes a problem.
Your documents are scattered.
One lawyer has the trust. Another has the will. The accountant has last year's returns. Nobody has the full picture. Until now.
Documents that follow Ontario law.
Every document is built for Ontario. We follow the rules set by Ontario's Succession Law Reform Act and related statutes.
Will
In Ontario, a will is signed in person with two witnesses. No notarization is needed for the will to be valid. We guide you through the exact steps.
Power of attorney for personal care
Name the person who makes health and personal care decisions if you cannot. Ontario uses a specific form for this.
Continuing power of attorney for property
Choose who manages your finances and property if you are unable to. A continuing power of attorney stays in effect even if you lose capacity.
Inter vivos trust
A trust can give your family more control and flexibility. We track whether it is properly funded and flag conflicts with your other documents.
Signing your documents in Ontario.
In Ontario, wills and powers of attorney are signed in person with witnesses. We give you clear, step-by-step instructions so you know exactly what to do.
You arrange signing at your convenience with your own local witnesses. We guide you through every step, warmly and clearly.
Coordinate your professional team.
Invite your lawyer, accountant, financial advisor, and insurance agent. Each sees what is relevant to their role. Everyone works from the same current plan.
On our Concierge plan, a licensed lawyer reviews your complete plan for accuracy and compliance with Ontario law.
A family office experience. Without the family office price.
A full family office costs $500,000 or more per year. Succession Plan builds your family's complete plan for a one-time setup fee of $699 or $1,950 CAD, with your first year included. After that, a yearly fee of $149 or $349 CAD keeps everything current.
Prices for Canadian families are in Canadian dollars.
Every setup fee comes with a 30-day money-back guarantee.
Not ready yet? Start free. Upload your documents and get a plain-English summary. No credit card needed.
See all plansWhere we are available
Live in Ontario, Canada. More coming soon.
- Live in Ontario, Canada
Questions? Call us. A real person answers.
Talk to a personSuccession Plan is a self-help tool, not a law firm. We do not give legal advice. Consult your own lawyer or accountant for advice specific to your situation.