Most people put off estate planning because it feels like a project. It's not. It's 20 minutes and seven clear steps, each one designed so your family never has to guess.
An iFinallyWill Inc. brand · Guided by Wilfred AI · Documents for 9 Canadian provinces
Each step makes you more informed. By step seven, your family has everything they need.
Answer plain-English questions at your pace. Wilfred explains why each decision matters. Your will and powers of attorney are ready to sign and witness.
The Last Treasure Map captures every account, property, insurance policy, and advisory contact. Most people have 12 to 15 accounts scattered everywhere. Without this map, your executor spends months searching.
As you fill in the Last Treasure Map, your estate value updates in real time. For most Canadians, this is the first time they've ever seen this number.
Full tax exposure: probate by province, capital gains on secondary property, RRSP/RRIF deemed disposition at your marginal rate, corporate passive investment extraction tax. Broken down by category.
The liquidity gap: the exact dollar amount your estate is short after tax and probate obligations, minus available cash and insurance. This number determines whether your family inherits everything or is forced to sell to pay CRA. Life insurance closes this gap.
When the analysis identifies your primary issue, you're routed to one specific advisor who already knows your estate value, tax exposure, and funding gap before the first call.
The Last Treasure Map: a clean executor guide with every account, contact, and access detail organized and ready. Your executor opens one document and knows exactly what to do.
| iFinallyWillCouples · US$179.00 | Willful$349 | Epilogue$329 | Lawyer$2,500+ | |
|---|---|---|---|---|
| Best fit | Families with assets, kids, debts, or pets | Singles & couples with simple finances | Singles with bare-bones estates | Complex multi-jurisdiction or contested cases |
| Legally valid Will + POAs | ✓ | ✓ | ✓ | ✓ |
| AI-guided experience (Wilfred) | ✓ | ✗ | ✗ | ✗ |
| Family Decision Center™: 10 interactive decision guides | ✓ | ✗ | ✗ | ✗ |
| Family Legacy Suite™: 6 advanced planning modules | ✓ | ✗ | ✗ | ✗ |
| Secure document vault (FutureVault) | ✓ | ✗ | ✗ | Usually extra |
| Lifetime updates: free, as life changes | ✓ Included | Often extra | Often extra | Per update |
| Secondary Will for business owners | ✓ Included | ✗ | ✗ | Usually extra |
| Asset map (what exists, where it is) | ✓ | ✗ | ✗ | Usually extra |
| Tax / liquidity snapshot | ✓ | ✗ | ✗ | $500+ |
| Liquidity gap visibility | ✓ | ✗ | ✗ | $1,000+ |
| Legacy Letter™: voice & video | ✓ | ✗ | ✗ | ✗ |
| Executor-controlled release triggers | ✓ | ✗ | ✗ | ✗ |
| Pet Protection Promise™: caregiver, fund, Playbook | ✓ | ✗ | ✗ | ✗ |
| Last Treasure Map™: executor-ready PDF | ✓ | ✗ | ✗ | Usually separate |
Other platforms hand you a document.
iFinallyWill hands your family a plan.
Marriage, divorce, new children, new property: your will should evolve with your life. Updates are free. No penalties. No friction. An updated will or POA only becomes legally valid once you print, sign, and have it witnessed again. We walk you through it in minutes.
Your will says who gets what. We make sure it's still there to give, and that your family can find it.
