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Packages & Services
Packages start as low as $47.
Contact us to get started.
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?
Start with Amethyst Essentials and upgrade as you go. You’ll receive a credit towards Insight or Clarity if you decide to take the next step.
ESSENTIAL
A 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
✅ 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
A 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
✅ 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
Full 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
✅ 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)
ADD-ONS
- AMETHYST EXECUTOR KIT - $27
- FIREPROOF DOCUMENT ORGANIZER – $97
- ADD YOUR SPOUSE TO CLARITY PACKAGE - $197
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
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
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.
ADDITIONAL SERVICES
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 of Attorney Advisor
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.