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Premium Wealth Protection Engine

Multi-Generational Wealth & Estate Simulator

Demystify what actually happens to your assets when you pass away. Model deemed disposition capital gains taxes, terminal RRSP inclusion, provincial probate fees, and test how proper beneficiary designations protect your family's inheritance.

Private, Local Estate Transfer Modeling

Your family assets, home value, and inheritance plans remain strictly confidential on your local device. No sensitive financial information is transmitted to or saved on any remote server.

Quick Test Scenarios:

Estate Profile & Governance

Asset Inventory & Current Designations

Learn Estate Planning Best Practices

Understand wills, powers of attorney, probate fee strategies, and trust fundamentals in Module 18.

Read Estate Planning Guide
$0 Gross Estate Assets
$0 Total Taxes & Probate
$0 Net Legacy to Heirs
0% Preservation Efficiency

Estate Transfer Friction Waterfall

How deemed disposition taxes, terminal income inclusion, and probate court fees impact the final transfer.

Optimization Recommendations

Specific legal and account designation actions to shelter your wealth from probate fees and terminal taxes.

Asset-by-Asset Transfer Breakdown

Detailed status of each property line item, probate exposure, and net transfer value.

Maximize your tax efficiency today

Optimize RRSP, TFSA, and FHSA deductions and harvest capital losses with our Cross-Border Tax Command Center.

Launch Tax Command Center
Educational information and planning illustration only. Basic Investor does not provide individualized legal, accounting, tax, or estate planning advice. Calculations rely on user assumptions and published statutory probate fee schedules. Consult an estate planning lawyer and licensed tax specialist to draft formal wills, trusts, and powers of attorney.