Eight questions. 90 seconds. Find out where your estate stands under Section 70(5) — and whether the number your family would face is one you have planned for.
No email required. Results on screen immediately.
Question 1 of 9
A Canadian private corporation with shares in your name.
Question 2 of 9
Rental condos, vacation homes, commercial buildings, bare land.
Question 3 of 9
Tax rates and probate fees differ significantly between provinces.
Question 4 of 9
Approximate fair market value. Does not need to be exact.
Question 5 of 9
A policy owned by your corporation with the corporation as beneficiary.
Question 5b of 9
If your corporation is worth $3M, the estate tax without planning could exceed $800,000 in capital gains alone. Does your current coverage come close to that?
Question 6 of 9
A legally binding agreement for what happens to shares if an owner dies.
Question 7 of 9
An estate freeze locks the current value of your shares, so future growth passes to the next generation.
Question 8 of 9
Not a general conversation — a specific number using current tax rates for your province.
Your Estate Risk Level
What happens next is your decision. NE Capital does not replace your accountant or your lawyer. We work alongside them. Your accountant handles the tax returns. Your lawyer handles the legal documents. We handle the estate risk math and — if it makes sense for your situation — the insurance solution that funds it.
A 15-minute review shows you the specific number. What you do with that number is entirely up to you.
The scorecard tells you whether you have exposure. A 15-minute review tells you exactly how much. Current BC or Alberta rates. Your specific corporation, properties, or both. No obligation.
NE Capital operates under NE Financials Inc. Insurance products provided through World Financial Group. This content is educational and does not constitute tax, legal, or financial advice. Consult qualified professionals for advice specific to your situation.
© 2026 NE Capital. All rights reserved.