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Packages & Services
Packages start as low as $47.
Contact us to get started.
Getting to the Heart of your Estate and Legacy Planning
An Amethyst Legacy Plan is designed to go beyond the steps that you have taken with your lawyer and your accountant. Your personalized plan will provide everything needed to Prepare, Protect, and Preserve your Legacy.
When you have completed the Amethyst Legacy Questionnaire, you will have a comprehensive record of your Estate Goals, giving your Executor all the necessary information to manage your estate according to your wishes. Whether you choose a friend, a family member, or an Amethyst Professional Executor, your plan will answer any questions they may have, offering clarity and guidance in your absence.
Easy and affordable ‘Peace of Mind’ Pricing
Not sure which option to choose?
Your Plan, Your Way. Everyone’s estate story is different — that’s why we offer three flexible options to meet you where you are. Whether you’re just getting organized, looking for professional feedback, or ready for full guidance and support, there’s an Amethyst plan to fit your needs. Each step is designed to help you feel informed, confident, and prepared — so you can create a legacy that truly reflects your values.
ESSENTIAL
A self-guided starting point for organizing your personal and estate details — practical, clear, and accessible. This plan provides a solid foundation for anyone beginning their estate planning journey. It helps you capture key information, clarify your wishes, and see what steps come next. The downloadable form can be printed and revisited any time, making it easy to update as your life evolves. A simple, affordable way to start building your legacy with confidence.
$47
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Details
✅ Downloadable questionnaire
✅ Self-guided info gathering
✅ Overview of family information
✅ Overview of emergency information
✅ Overview of financial details and digital assets
✅ Basic Funeral and memorial preferences
❌ Guidance on gaps, inconsistencies and missing information
❌ Reviewed by a Certified Executor Advisor
❌ Summary report with flagged gaps
❌ Electronic and printed summary report and digital storage device
❌ Executor Checklist
❌ Detailed Insurance, Pensions and debt Mapping
❌ In-Depth Asset Overview (Crypto, Benefits, Etc)
❌ Legacy planning
❌ Executor preparation
❌ One-on-one guidance session
❌ Peace-of-mind coaching
❌ Fireproof Document Organizer
❌ Amethyst Executor Kit
INSIGHT
Designed for those who want professional guidance along the way. A Certified Executor Advisor will review your plan, providing expert feedback, clarity, and identifying any missing pieces. You’ll gain a deeper understanding of how your plan fits together and where adjustments can strengthen it. This plan helps bridge the gap between doing it yourself and working directly with an advisor — adding confidence and insight to every decision.
(Upgrade from Essential, and receive a $40 limited-time credit)
$137
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Details
✅ Downloadable questionnaire
✅ Self-guided info gathering
✅ Overview of family information
✅ Overview of emergency information
✅ Overview of financial details and digital assets
✅ Basic Funeral and memorial preferences
✅ Guidance on gaps, inconsistencies and missing information
✅ Reviewed by a Certified Executor Advisor
✅ Summary report with flagged gaps
✅ Executor Checklist
❌Electronic and printed summary report and digital storage device
❌ Detailed Insurance, Pensions and debt Mapping
❌ In-Depth Asset Overview (Crypto, Benefits, Etc)
❌ Legacy planning
❌ Executor preparation
❌ One-on-one guidance session
❌ Peace-of-mind coaching
❌ Fireproof Document Organizer
❌ Amethyst Executor Kit
CLARITY
Our most comprehensive option, providing full guidance from a Certified Executor Advisor. Together, we’ll refine your plan, prepare your executor, and ensure every detail is clearly documented. This plan offers hands-on support and thoughtful discussions to help you feel confident your wishes will be understood and carried out. You’ll gain total peace of mind knowing your legacy is organized, complete, and ready when it’s needed most.
(Upgrade from Essential or Insight, and receive a $40 / $125 limited-time credit – only one credit will be applied)
$497
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Details
✅ Downloadable questionnaire
✅ Self-guided info gathering
✅ Overview of family information
✅ Overview of emergency information
✅ Overview of financial details and digital assets
✅ Basic Funeral and memorial preferences
✅ Guidance on gaps, inconsistencies and missing information
✅ Reviewed by a Certified Executor Advisor
✅ Summary report with flagged gaps
✅ Executor Checklist
✅ Electronic and printed summary report and digital storage device.
✅ Detailed Insurance, Pensions and debt Mapping
✅ In-Depth Asset Overview (Crypto, Benefits, Etc)
✅ Legacy planning
✅ Executor preparation
✅ One-on-one guidance session
✅ Peace-of-mind coaching
✅ Fireproof Document Organizer (valued at $97)
✅ Amethyst Executor Kit (valued at $27)
Hourly and Added Value Pricing
AMETHYST FOCUS
Expert estate guidance — one focused hour at a time.
Amethyst Focus offers flexible, hourly support so you can get the help you need, when you need it.
Sometimes you don’t need a full planning package — you just need professional guidance, a review of what you already have, or clarity on a specific issue.
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ESTATE PLAN REVIEW — $85/hour
If you already have an estate plan in place, we’ll review your documents and provide clear, practical recommendations to ensure your plan reflects your wishes and meets current standards.
PROFESSIONAL ADVISORY SUPPORT — $135/hour
For more complex needs, such as Professional Power of Attorney assistance or guidance, Executor Advisory Services, or other specialized estate and legacy planning services.
Receive personalized, professional advice — without committing to a full package.
Perfect for:
- Reviewing an existing estate plan
- Getting advice before naming an executor or attorney
- Clarifying next steps after a loved one’s passing
- Understanding your current documents and options
Amethyst Focus helps you gain confidence and direction — one focused hour at a time.
ADD-ONS
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AMETHYST EXECUTOR KIT - $27
Give your Executor the tools they need to succeed.
*Printed copy mailed: $32
Includes:
- Step-by-step Executor Duties Checklist
- Executor Notebook to track and document every step
- Best Practices Guide for Executor Responsibilities
FIREPROOF DOCUMENT ORGANIZER - $97
A 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
ADD YOUR SPOUSE TO CLARITY PACKAGE - $197
You 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.
ADDITIONALS
PROFESSIONAL EXECUTOR SERVICES
When you name Amethyst Estate Management Inc. as your Executor, we will serve as your Estate Representative to ensure your wishes are honoured as closely as possible. Often, final wishes are not fully documented, aside from what you have discussed with your lawyer and your accountant. Important details like who to call in the event of your passing, how to handle unwanted household items, or who will care for your pets may be left unclear. There is no obligation on your part to keep us as your Executor permanently – you can appoint us as a long-term solution or as a temporary option if your preferred Executor is not ready or is unable to manage the emotional or organizational duties of the role.
PROFESSIONAL POWER OF ATTORNEY
When you appoint Amethyst Estate Management Inc. as your Enduring Power of Attorney, we will step in when you can no longer manage your financial affairs independently. In line with the EPOA document prepared by your lawyer, we will oversee your day-to-day transactions, cash flow, bill payments, charitable donations, deposits, and investment decisions. Additionally, we will coordinate with creditors, financial advisors, accountants, and lawyers, attending meetings as needed, while ensuring taxes and other obligations are handled promptly and efficiently.
PROFESSIONAL EXECUTOR ADVISOR OR POWER OR ATTORNEY
You can rely on Amethyst Estate Management Inc. when you assume the role of Executor or Power of Attorney. Navigating what can be a deeply emotional time may necessitate the support of an impartial professional to help you make informed decisions. Many people take on this role without any training or preparation. Whether you are managing the estate of an Amethyst Client, or fulfilling your responsibilities as Executor or POA for a family member or a friend, our Certified Executor Advisors are here to provide guidance and support.
PROFESSIONAL ADVOCACY SERVICES
Although Amethyst Estate Management Inc. does not offer Professional Health Directive services, we understand the challenges faced by individuals who may need support in managing financial or medical matters. Our Personal Advocacy services include attending appointments to ensure important information is accurately recorded and shared with family members or other financial and healthcare professionals. We also assist with scheduling follow-up appointments, attending family meetings to relay information, and setting reminders to ensure no appointments are missed.