
Everything you need to prepare, protect, and pass on your legacy with confidence.
The Legaciii Estate Planning Workbook
Estate IQ Guide
Executor Checklist Template
Obituary Template
Your step by step estate planning roadmap. Organize your important documents, outline your wishes, and gain clarity with prompts, checklists, and guided sections that simplify the entire process.


A straightforward, no fluff guide to understanding wills, power of attorney, legacy protection, and future planning written specifically for Canadians who want confidence, not confusion.
Practical, easy to follow roadmaps for your executor. These templates helps carry out your wishes smoothly, confidently, and exactly as intended.


"Clear, practical, empowering"
"These eBooks are incredibly clear and practical. I finally feel more confident making money decisions."
Sarah


"My life changed"
“This bundle helped my family prepare and plan in ways we never thought about. Thanks!”
David


"Highly recommend this"
“The Tax IQ eBook helped me realise how much money i'm actually leaving behind in tax benefits”
Amanda

The Estate Bundle is built for Canadians who want clarity and control over what happens to their assets, family, and wishes. Whether you’re starting from scratch or organizing what you already have, this bundle helps you prepare intentionally and protect what matters most.
You receive four essential tools: the Legaciii Estate Planning Workbook, the Estate IQ Guide, an Executor Checklist Template, and an Obituary Template. Together, they provide structure, guidance, and documentation to help you prepare, organize, and communicate your legacy with confidence.
No. The bundle is designed to be clear and easy to follow, even if you’ve never done estate planning before. It helps you organize your information and intentions so you can move forward informed and prepared whether you later choose to involve legal professionals or not.
By documenting your wishes, organizing key details, and preparing your executor, you reduce confusion, delays, and stress for your loved ones. The Estate Bundle helps ensure your intentions are understood and carried out, providing peace of mind today and clarity when it matters most.