Last Wishes, Handled · Canada
Built for Canada · Verified June 2026When someone you love dies in Canada, the grief is immediate and so is the paperwork. This is the calm, step-by-step system that walks you through the first 7, 30, and 90 days — the government notifications, the bank, the CRA, probate — one next step at a time.
Why this exists
Suddenly your name is on the will as executor, and you're expected to close out an entire life — notify the government, deal with the bank, handle the CRA, sort out probate — while you're barely holding it together. This system was built for Canada, and built for a real person on a real hard week. It's sequenced so you only ever have to look at the next step.
What's inside
A 5-tab working workbook — Accounts & Institutions, Notifications Checklist, Key Documents Locator, Important Dates & Deadlines, and the full Estate Asset Inventory. Pre-filled rows, styled, and ready to type into, so nothing slips through while you're managing dozens of institutions.
Four ready-to-send letters — notify an institution, close an account and request the date-of-death balance, cancel a service or subscription, and notify the CRA — so you never have to find the words on a hard day.
Why this one is different
CRA, Service Canada, provincial probate — the things US guides get wrong or skip entirely. Ontario, BC, Alberta, and Quebec covered with their actual rules.
Every dollar amount and deadline is checked against Canadian government sources — CRA, Canada.ca, provincial governments — date-stamped, with the sources listed inside so you can confirm them yourself.
Warm, plain-English, and sequenced so you're never overwhelmed. You don't need to understand the whole estate today — only the next step.
Questions
No. This is an organizational tool, not legal or tax advice. Estate and tax rules vary by province and change over time; figures are accurate to the best of our verification as of the date shown in the guide. Always confirm decisions affecting real money with the estate's lawyer, notary, or accountant.
The system covers the federal steps that apply everywhere in Canada (CRA, Service Canada, CPP/OAS, final tax returns), plus province-by-province probate fee tables and worked examples for Ontario, British Columbia, Alberta, and Quebec.
Three files, delivered instantly after checkout: the 27-page Playbook (PDF), the 5-tab Executor Tracker (Excel .xlsx), and the Letter Templates (PDF). Print them, or keep them on your phone — they're yours to use for the whole estate.
Yes. Many buyers use it to organize things before they're needed — the document locator, the account inventory, and the who-to-notify list are exactly what a family fills in ahead of time so the eventual executor isn't left searching.
All figures — probate fees, CPP/OAS amounts, CRA deadlines and forms — were verified against primary government sources in June 2026, and the verification date is stamped inside the guide with a full source list.
Checkout is handled securely by Stripe. The moment your payment completes you're taken to a download page with all three files — no account to create, no waiting for an email.
The Playbook, the Executor Tracker, and the Letter Templates — the complete first-30-days system, in your hands in the next two minutes.
📘 27-page Playbook (PDF) · 📊 5-tab Executor Tracker (Excel) · ✉️ 4 Letter Templates (PDF)
One-time payment · Secure checkout by Stripe · Instant download