AMETHYST ORDER FORM
Congratulations on taking the first step to peace of mind. Please choose the product packages below to get started.
Self-guided legacy planning
For individuals who prefer to work through the planning process independently, this option provides a structured way to organize your estate information and reflect on the decisions that shape your legacy.
The guided questionnaire helps you gather important details and prepare the information that will support your estate plan.
WHAT'S INCLUDED
Welcome email with instructions
Structured legacy planning questionnaire
Prompts to help organize important information
Guidance to clarify wishes and priorities
A downloadable planning document for your records
For individuals who would like some professional guidance while completing their legacy planning.
You will complete the structured questionnaire independently and then review your responses with a Certified Executor Advisor to ensure your information, decisions, and instructions are clear and complete.
- Welcome email with instructions
- Full legacy planning questionnaire
- Downloadable planning document for your records,
- Professional review of your responses
- Guidance to clarify important planning decisions
- Recommendations to help strengthen your legacy plan
For individuals and families who prefer a fully guided planning experience.
Through dedicated planning sessions, we work together to organize your information, clarify your wishes, and prepare thoughtful instructions that will support your estate plan and help your executor understand your intentions.
- Guided legacy planning sessions
- Structured organization of estate information
- Clarification of wishes and planning decisions
- Preparation of executor instructions
- Organized planning binder and digital records
- Through dedicated virtual or in-person planning sessions
A step-by-step guide to estate settlement
Confidently step into your role as executor.
Settling an estate can feel overwhelming—especially when you’re unsure where to begin. The Executor Essentials guide walks you through the entire journey—from the first 48 hours to final estate settlement—breaking the process into clear, manageable steps so you can move forward with clarity and confidence.
Created with real families in mind, this 70-page guide helps you stay organized, make notes, understand your responsibilities, and avoid common pitfalls—without feeling like you have to figure it all out on your own.
Clear steps. Practical guidance. Confidence when it matters most.
*Shipping within Canada is a flat rate of $5 per workbook.
**Shipping outside of Canada is available, international rates will apply depending on destination. We will contact you with shipping rates prior to shipping.
Please allow 2-4 weeks for delivery.