A brief fact-finding call to see if we are a good fit to work together.

Fee: Free

This call is designed to:

• Confirm the basic structure and circumstances of the estate

• Identify whether a Grant of Probate or Administration may be required

• Flag any immediate complexities

• Determine whether your estate falls within my scope of services

This is not a consultation and does not include procedural guidance, document review, or executor education.

I am not a lawyer and do not provide legal advice, legal opinions, or legal representation. My services are intended to assist with procedural understanding only. I will recommend a lawyer when legal advice is required.

If we’re a good fit, the next step is to book an Initial Consultation.

Focused executor guidance where probate is not required.

Fee: $450 + GST

Best for: Executors handling an estate where probate is not required but who want clear direction and practical next steps.

Consultation Details:

• 90-minute meeting at your home or a location of your choice

You receive:

• Plain-language explanation of executor responsibilities

• Typical timelines and administrative steps

• Expected costs and required paperwork

• Answers to your estate-specific questions

Additional ongoing coaching and executor support is available afterward at my hourly consulting rate if further guidance is needed.

Focused executor guidance for estates that require a probate application.

Fee: $600 + GST

Best for: Executors who need probate and want clear, practical guidance on the application process before preparing and filing their materials.

Consultation Details:

• 2-hour meeting at your home or a location of your choice

You receive:

• Plain-language explanation of probate requirements and executor responsibilities

• Comprehensive step-by-step Probate Application Guide

• Personalized discussion of required court forms and supporting documents

• Probate application pre-signing and pre-filing checklists

• Completed probate form samples

• A “Top 12 Reasons Probate Applications Are Rejected” guide

• Answers to your estate-specific questions

Additional ongoing coaching and executor support is available afterward at my hourly consulting rate if further guidance is needed.

Structured probate application guidance from start to finish.

Fee: $1200 + GST

Best for: Executors who need to apply for probate and want structured, step-by-step guidance and a complete organizational system.

Includes:

1. In-person consultation

2. Estate Action Plan Binder

3. Follow-Up Support

Package Details:

1. In-Person Consultation

• 90-minute meeting at your home or a location of your choice

• Plain-language explanation of the estate administration and probate process, tailored to your estate

• Dedicated time to ask questions, big or small. We’ll cover:

  • What needs to be done, and in what order

  • How long each step typically takes

  • What costs to expect, and when

  • Common probate application filing defects and how to avoid them

Most clients say they leave this meeting feeling relieved and grounded, with a clear understanding of the process and what comes next.

All consultations are conducted in person so I can review original documents and confirm key details. This helps prevent common errors, misunderstandings, and delays.

2. Estate Action Plan Binder

You receive a customized binder designed to keep the probate application process structured and manageable.

Binder contents include:

• Personalized estate summary and key considerations

• Comprehensive step-by-step Probate Application Guide

• Step-by-step Estate Action Plan timeline and task tracker for both pre-probate and post-probate estate administration

• “Top 12 Reasons Probate Applications Get Rejected” guide

• Plain-language probate form explanations

• Probate application pre-signing and pre-filing checklists

• Completed probate form samples

• Organized document and record sections

• Labelled sleeves for original documents (Will, Codicils, death certificate)

• Post-probate administration guidance

This binder contains the same organizational system I used for years to manage complex estates—designed to keep everything in one place, reduce overwhelm, and help minimize the risk of filing mistakes.

Your customized Estate Action Plan Binder is prepared and delivered after the initial consultation and once payment has been received.

3. Follow-Up Support

• 30-minute Estate Action Plan orientation meeting upon delivery of binder

• One brief follow-up phone call or email as you move through your Estate Action Plan

Additional executor coaching and support is available afterward at my hourly consulting rate if needed.

Available only after an Initial Consultation.

A detailed review of your probate forms and supporting documents before signing and filing.

Fee: $300 + GST

Includes:

• Pre-signing line-by-line review of probate forms and documents

• Written feedback summary

• Correction and missing-item checklist

• Pre-filing review of signed probate application

• Complementary response consult if the registry issues a defect notice

While I can guide you through the process and review your completed forms and documents, I cannot prepare, complete, or file court forms on your behalf. Services are limited to procedural guidance and review.

Focused executor guidance after the Grant of Probate or Administration has been issued.

Fee: $450 + GST

Best for: Executors who have received the court Grant and are now asking “what happens next?” and want clear direction on the remaining administrative, tax, accounting, and distribution steps required to move the estate forward.

Consultation Details:

• 90-minute meeting at your home or a location of your choice

You receive:

• Plain-language explanation of post-grant executor duties

• Next-step task planning and priority sequencing

• Guidance on asset collection, estate banking, and account closures

• Overview of executor accounting and record-keeping requirements

• Review of estate and final tax filing obligations and timing

• Distribution planning and beneficiary payment considerations

• Answers to your estate-specific questions

Additional ongoing coaching and executor support is available afterward at my hourly consulting rate if further guidance is needed.

Available only after an Initial Consultation.

Hourly support as you work through the estate administration process.

Email or telephone assistance with questions about forms, duties, timelines, expenses, and procedural steps.

Fee: $300/hour + GST

Billed in 15-minute increments.