The Estate Organizer Workshop for Canadians

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Helping Canadians get their estate organized so they can have peace of mind

SAVE YOUR SEAT!

Organizing your most important information and documents will relieve a big burden on your family should anything happen to you. Your preparation and planning will ensure that your wishes are followed and that your estate is settled in a cost-effective and efficient manner. You will be able to enjoy the peace of mind knowing that this important task is taken care of.

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Get on the WAITLIST and be the FIRST to know when we open. You’ll receive insider strategies, tools, and support from our experienced instructor to effectively organize, document and store all your critical estate information and records.

Enter your name and email to be added to the waitlist:

Why Organize Your Affairs?

In the event you become ill and could not communicate your health care wishes, documenting your important personal, health care and end of life instructions ensures that your values and important health care wishes will be adhered to by family members and health care providers.

In the event you became incapable or passed away, organizing and consolidating important information and documents will help your family members and/or personal representatives avoid delays, increased costs, omissions and added stress administering your financial affairs.

Having all your important information and records organized enhances peace of mind. Research has shown that people who are disorganized or have unfinished projects are more depressed, fatigued and have higher levels of cortisol, the stress hormone, than people who feel more organized and on top of things. The process of pulling together your important documents, information, and wishes will help you feel more informed, up to date and in control.

Facing possible future incapacity and your mortality opens up space to live life more fully. By facing life’s realities and addressing unfinished business head on, your mind can be freed up for living each day you have with more attention and appreciation.

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Curious about what’s possible? See testimonials from our community right here:

Testimonials for Before It’s Too Late Book, 2nd Edition

Very complete. Covers all personal, family info. A perfect record for estate purposes. - Sheba

This is a very comprehensive guide everyone should have for end of life health and financial peace of mind. I highly recommend it. - Glenn J.

Very good reference book and source of documents (including digital versions of all). - Mike Thorne

Well written, perfectly organized and all essential points to organize Estates. Perfect timing for parent that we will be using the checklists for. Perfect to have all the key information this book at our finger tips. - Greg Cunningham

We were looking for a book that will guide us through what information we need to leave for our children if anything happens to us. We have a will but it’s the hundreds of little bits of information we forget we have stored away in our brains, on pieces of paper on phones and computers that will be a nightmare for our children. We wanted something Canadian and easy and this book guides you through creating a binder of information to leave for your loved ones. You can download forms and just fill in the details. Now we just have to do it!! - Amazon customer

About the Instructor Nicole Garton

In her 25 years practicing law and through her role as President of Heritage Trust Company Inc., Nicole has seen first hand the critical role proper estate organization can have in terms of reducing stress, delay, conflict and expense for people and their families if they become incapable or pass away. It’s Nicole’s mission to educate and guide Canadians to ensure their families, their assets and their legacies are protected.

Nicole Garton has been a lawyer since 2001 and co-founded Heritage Trust in 2018. Nicole has many years of experience advising on all aspects of estate planning and administration, including wills, powers of attorney and trusts, as well as applications for probate and letters of administration.

Nicole is recognized by Best Lawyers in Canada for trusts and estates and is the Past Chair of the Canadian Bar Association Wills and Trusts Subsection (Vancouver). Nicole is a Trusts and Estates Practitioner (TEP), a Chartered Mediator (C.Med), and a certified Family Enterprise Advisor (FEA).

Nicole received a Bachelor of Arts and a Bachelor of Laws from the University of British Columbia and was called to the Bar of British Columbia in 2001. Nicole completed a Master of Laws from Osgoode Law School in Alternative Dispute Resolution, with a focus on dispute prevention and management for family businesses.

You can book a time to speak with Nicole about the workshop or Heritage Trust here.

JOIN THE WAITLIST! The Estate Organizer Workshop for Canadians only happens twice a year! SAVE MY SEAT ⬇️

You will be glad that you took the time to organize your important information and documents for your loved ones and personal representatives. You will have peace of mind that in the event of your incapacity or death, that your wishes will be followed and that your estate will be settled in a cost-effective and efficient manner.

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Here’s to living each day with attention and appreciation, knowing the important details are taken care of.