Eagle Wealth Partners · EWP Toolkit
Find Out What You Owe at Death — Before It's Too Late
Three tools for Ontario incorporated business owners. Start with a 3-minute scan. No email required.
Take the Quick ScanThree tools. Each takes under 5 minutes.
Most incorporated business owners have never seen their estate tax number. These three tools help you find it, map the gaps, and get your executor ready — before any of it matters.
Estate Tax Exposure Quick Scan
Answer 14 questions across four areas — corporate structure, tax and liquidity, insurance, and succession. Get a score from 0–42. Your score tells you exactly what to do next.
| Score 26–42 | Your exposure is significant. Multiple planning gaps identified. Book a complimentary discovery call now — don't wait. Book a Call → |
| Score 16–25 | Meaningful exposure. Proceed to Step 2 — Owner Transfer Readiness Checklist. Download Tool 2 → |
| Score 9–15 | Moderate exposure. Some planning gaps likely. Proceed to Step 2 — Owner Transfer Readiness Checklist. Download Tool 2 → |
| Score 0–8 | Low immediate exposure. Review again when your business value grows or your structure changes. |
No email required · 3 minutes
Owner Transfer Readiness Checklist
44 items across 6 sections. Identify every planning gap before your discovery call — corporate structure, estate tax exposure, insurance, succession, legal documents, and advisory coordination. Arrive prepared.
Executor Emergency Kit
A complete fillable kit your executor needs from the first hour. Corporate information, insurance policies, legal documents, and a 30-day action checklist — all in one place. Complete it while you're healthy. Your family will need it the moment it matters.
Already have your score? Ready to see the actual numbers?
Book a complimentary discovery call with Sami. 30 minutes. No obligation. You'll leave with a clearer picture of your exposure and a concrete next step.
Book a Discovery Call →