Estate Planning

Secure Your Family Legacy

InheritGuard provides clear, practical guidance and tools to help Canadian individuals create, update and safeguard their estate plans for peace of mind.

Personalized Guidance Trusted Resources
About Pricing
Expert Advisors
Document Security
Flexible Support
What We Offer

Comprehensive Estate Services

From basic wills to advanced trust structures, InheritGuard delivers step-by-step support and educational materials tailored to your family’s needs in Canada.

01
Will Preparation
We help you draft a legally sound last will and testament that clearly states your wishes and ensures heirs are designated properly.
Learn more
02
Trust Setup
Our advisors explain different trust options, and assist with creation and funding so your chosen beneficiaries receive support according to your terms.
Discover options
03
Estate Protection
Secure your documents in encrypted storage, schedule regular reviews, and access professional advice to reduce the risk of disputes.
Find out how
Ready to Begin?

Take the First Step Today

Reach out to InheritGuard for a straightforward review of your estate goals and a clear path forward.

Contact Us About Us

Meet Our Team

Our advisors and legal consultants bring decades of combined experience in Canadian estate law and personalized client service.

Team Member

David Thompson

Lead Advisor

David has guided hundreds of families through the estate planning process, focusing on clear communication and document integrity.

Team Member

Lisa Ramirez

Estate Planner

Lisa specializes in crafting tailored plans that reflect each client’s unique family dynamics and goals.

Team Member

Michael Chen

Legal Consultant

Michael reviews every document to confirm compliance with Canadian regulations and safeguard your intentions.

Why Choose InheritGuard

We combine professional expertise with user-friendly guidance, so you feel confident about protecting your family’s future.

Customized Strategies

Plans are designed around your specific family situation, ensuring all key details are addressed clearly and accurately.

Tailored Documents

Secure Documentation

Your final documents are stored in encrypted formats with secure access and optional periodic reminders for updates.

24/7 Access

Personalized Will Drafting

Tailored drafts that reflect your specific wishes for inheritance and family support, created in collaboration with an expert advisor.

Custom will templates

Secure Trust Setup

Establish trust structures that protect your estate and streamline the transfer process for loved ones.

Trust establishment guidance

Protection Strategies

Implement protective measures that guard against legal disputes and unforeseen challenges.

Legal safeguards

Document Storage

Securely store and access all critical documents through our encrypted online vault accessible anytime.

Encrypted document vault

Ongoing Updates

Keep your plans current with annual reviews and timely adjustments to reflect life events.

Annual plan review

How It Works

Comprehensive Assessment

Begin with a detailed review of your current arrangements, goals and family dynamics to identify potential risks and opportunities.

Explore Services Learn More

Step-by-step guidance to secure your legacy

1
Schedule a Consultation
Connect with an InheritGuard advisor to discuss your personal objectives and receive an overview of available solutions.
2
Develop a Plan
Work collaboratively to build a tailored strategy that addresses your unique circumstances and future needs.
3
Implement Solutions
Execute documents and set up storage or trust structures with expert oversight and ongoing support.

Your Information

Office Address

First Canadian Place, 100 King Street West, Toronto, Ontario M5X 1A9, Canada

Phone

+14163422496

Get in Touch

Top Choice

Select Your Package

Guidance and protection built for your family

Classic
Essential Plan

Fundamental support for basic estate directives and document preparation.

  • Introductory strategy session
  • Standard will template
  • Email assistance

Best for straightforward needs

Plus
Advanced Plan

Enhanced support including trust setup and additional protection insights.

  • Detailed trust guidance
  • Custom document review
  • Phone consultations
Choose Plus
Elite
Comprehensive Plan

Full suite of services for complex estates and ongoing plan management.

  • Priority advisory access
  • Annual plan updates
  • Secure vault membership

Ideal for extensive arrangements