Amethyst Order Form

AMETHYST ORDER FORM

Congratulations on taking the first step to peace of mind. Please choose the product packages below to get started.

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PRODUCT PACKAGES:

ESSENTIAL PackageA self-guided starting point for organizing your personal and estate details - practical, clear, and accessible. (Downloadable form you can print off and come back to at any time)

$47.00CAD

INSIGHT PackageA CEA-Reviewed version of your plan with expert feedback, clarity on missing pieces and personalized next steps. (Upgrade from Essential, and receive a $40 limited-time credit)

$137.00CAD

CLARITY PackageFull guidance from a Certified Executor Advisor Refine your plan, prepare your executor and gain total piece of mind knowing that every detail has been documented. (Upgrade from Essential or Insight, and receive a $40 / $125 limited-time credit - only one credit will be applied)

$497.00CAD

SPOUSAL ADDITIONYou and your spouse may have different needs, and seperate entries - this ensures that you are both covered under one package for the ease of your executor. Includes: Personalized document tabs tailored to your plan Organized sections for legal, financial, and personal paperwork Digital copy of your plan and documents The full Amethyst Executor Kit

$197.00CAD

Amethyst Executor Kit Add-On Product Image

Amethyst Executor Kit Add-OnGive your Executor the tools they need to succeed. Includes: Step-by-step Executor Duties Checklist Executor Notebook to track and document every step. Best Practices Guide for Executor Responsibilities

$27.00CAD

Fireproof Document Organizer Product Image

Fireproof Document OrganizerA secure, customized solution for storing your essential estate documents. Includes: Personalized document tabs tailored to your plan Organized sections for legal, financial, and personal paperwork Digital copy of your plan and documents The full Amethyst Executor Kit

$97.00CAD

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