Tool
Estate Structure Check
Run the check on this page: eight questions covering the will, the powers of attorney, the company-share question, and the family arrangements. The result is a readiness score and the open documents in priority order, before wills, powers of attorney, or trusts are scoped.
Free 2-minute check
Succession Readiness Check
Which succession documents and decisions are open?
Eight short checks cover the will, the powers of attorney, the company-share question, and the family arrangements. The result is a readiness score and a prioritised list of the open documents and decisions.
- Result shown on the page
- Copy emailed to you
- Reviewed before next step
Step 1 of 8
Current will (signed and witnessed in Ontario)?
Structure inputs
Estate planning starts with what must keep working if control changes.
Decision-makers, beneficiaries, business partners, dependants, attorneys for property, attorneys for personal care, and executors.
WhoHomes, corporations, shares, loans, accounts, insurance, foreign assets, family property, and business assets that should not be handled in isolation.
WhatExisting wills, powers of attorney, shareholder agreements, trusts, corporate records, title documents, and beneficiary designations.
ProofIllness, travel, sale planning, family change, new property, business succession, or a deadline that makes the structure newly important.
Why now
Next step
Ask about succession if the family and business pieces overlap.
Full Wills, Estates & Trusts launch is planned for 2026, but this route can still help Damaris triage whether DRG is the right next step.