The Life Steward Program

Life Steward guides you through a structured preparation process that identifies gaps, frames professional needs, and creates a personalized roadmap for your executor.

One structured program is available for individuals and couples.

  1. Structured Information Assembly

    Complete a structured Life Map intake with in-account guidance.

  2. Life Steward Review and Gap Analysis

    Identify missing information, potential complications, and professional handoff needs.

  3. Personalized Reporting and Continuity

    Receive your Readiness Report, Executor Roadmap, and Executor Starting Checklist. Annual account access for self-directed updates is optional.

Program pricing

The Life Steward Program is $695 CAD for an individual or $1,095 CAD for a couple. It includes self-directed intake, in-account guidance, Life Steward team review, and personalized reporting. Ongoing account access is optional at $99 CAD per year.

100% Satisfaction Guarantee

Complete your Life Map. If, before submitting it for Life Steward team review, you do not believe the process has provided the value you expected, you may request a full refund of your program fee. No explanation is required.

Ask about the Life Steward Program