Services

The Amethyst Legacy Plan equips you with everything necessary to Prepare, Protect, and Preserve your legacy. By completing our comprehensive Legacy Planning questionnaire, you’ll create a detailed Legacy Plan that will ensure your executor has all the information needed to efficiently manage your estate. Whether you appoint a friend, family member, or professional executor, your plan will provide the answers to any questions they might have, ensuring clarity and guidance, even in your absence.

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.

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.

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.

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.