Pricing
Clear prices. No surprises.
Every Succession Intel report is researched, compiled and reviewed by our committee before delivery. No payment is taken through our forms. We send a secure payment link first.
Grieving families
Family Intake: $50 per report
One file, one Estate Research Report, a plain-language summary. A short form: full name, date of birth, last home address and place of passing.
Executors
Executor packages
Basic Discovery Kit
$399
Full Concierge Kit
$599
Expedited Priority Kit
$899
Law firms and fiduciaries
Per-estate and volume pricing
Per-estate report
$150 per file
5 to 9 files
$120 per report
10+ files
$100 per report
Priority Concierge: $350 per file. Your first file audit is free.
International Estate Support
Price on demand
Estates with assets outside Canada are scoped file by file. Email contact@successionintel.ca and we reply within one business day.