Robertoandas
Programme files and checklists

Entry No. 001 — Our Programmes

Three Focused Programmes, Clearly Described

Each programme has a fixed scope, a published price in CAD, and a defined set of materials. This page describes each one in detail so you can decide which fits your situation.

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Entry No. 002 — Our Approach

How Each Programme Is Delivered

Step 1 — Initial Contact

Send a message or call the office. We confirm which programme suits your situation and check availability. No commitment is made at this stage.

Step 2 — Booking and Scope

A written scope is shared before you book. You confirm the date, receive any preparation notes, and arrange payment. All prices are in CAD and stated up front.

Step 3 — Session and Materials

The session runs as described. You receive all printed or digital materials at or before the end of the session. For the team programme, written follow-up begins the day after delivery.

All programmes are educational and informational in nature. No guidance on individual legal, financial, or personal matters is provided.
Entry No. 003 — Programme 1
CAD 140 · 2-hour session · Household

Family Records Organization Sessions

A guided 2-hour session for households that want their paperwork gathered, labelled, and stored in one predictable place. We work with what you already have — no preparation is needed beforehand. The session produces a simple index, a storage method suited to your space, a yearly review date, a second-location copy plan, and a short note so another family member can find what they need.

This programme is informational and practical in nature. We organize and label documents you bring — we do not assess or interpret their content.

What Is Covered

  • Building a simple, usable index of household documents
  • Choosing a storage method that fits your space
  • Setting a yearly review date in writing
  • Establishing a second-location copy plan
  • Writing a short note so another family member can navigate the system

What You Receive

  • Starter index template (printed)
  • Labelled folder dividers
  • Printed checklist for the yearly review
Book This Session — CAD 140
Household documents being organized at a kitchen table
1
Contact us — send a message or call to check availability and confirm this session suits your situation.
2
Gather what you have — no sorting or preparation required. Bring whatever is on hand.
3
Two-hour session — we build the system together at the office or, where practical, at your home.
4
Leave with materials — dividers, index, and checklist in hand. The system is ready to use the same day.
Entry No. 004 — Programme 2
Brokerage team reviewing transaction documents
1
Planning call — we map your team's current transaction process and identify where documents create inconsistency.
2
Tailored template pack — a checklist, folder structure, and handover sheet adapted to how your team works.
3
Training session — a short walkthrough so the whole team applies the system the same way.
4
Review session — after the first live transaction, we review what worked and adjust the templates if needed.
5
45-day written follow-up — questions from live transactions answered in writing during the follow-up period.
CAD 480 · 3-week programme · Teams of 4–20

Property Paperwork Checklist Program for Realtor Teams

A workflow programme for brokerage teams that handle repeating document sets. The goal is a shared process every team member applies consistently, so files are in order whether the usual agent is available or not. Delivered over three weeks and sized for teams of 4 to 20.

The programme covers a per-transaction checklist, a shared folder structure, a handover sheet that records who completed each step and when, and a team training session. It includes 45 days of written follow-up after the review session.

What Is Included

  • One planning call to map the team's current process
  • Tailored per-transaction checklist
  • Shared folder structure template
  • Handover sheet recording completion steps
  • Short team training session
  • Review session after first live use
  • 45 days of written follow-up
Enquire About This Programme — CAD 480
Entry No. 005 — Programme 3
CAD 910 · 4 parts × 75 min · Community groups welcome

Estate Terminology Information Series

A four-part educational series explaining the vocabulary that appears in family and property documents. Each part runs 75 minutes. The series is built for community groups, adult learners, libraries, and office staff who encounter legal language occasionally and want a reliable frame of reference.

All examples use fictional records throughout. No participant's documents or personal circumstances are discussed. The series is general education and does not address individual matters.

What the Four Parts Cover

1
Common Terms and Their Meanings — what frequently appearing words in family and property documents generally mean, explained in plain language.
2
How Documents Are Numbered and Dated — the conventions used for dating, numbering, and referencing records, and why they exist.
3
Who Holds Which Records — which types of records are typically held by households, notaries, land registries, and courts.
4
How Public Registries Are Organised — the structure of commonly used public record systems in Québec, using fictional examples.

What Is Included

  • Four 75-minute sessions (in-person or remote)
  • Cumulative glossary of terms covered
  • Worked examples using fictional records
  • Recorded replay access for 120 days
Enquire About This Series — CAD 910
Community group attending an educational session

Note on Group Bookings

The series can be arranged for community groups, libraries, agricultural associations, and adult-learning programmes. Contact us to discuss group scheduling, venue, and whether in-person or remote delivery is preferred.

Entry No. 006 — Decision Guide

Which Programme Is Right for You?

Use this table to match your situation to the right programme. If you are still unsure, send a short message and we will suggest the best fit.

Feature Family Records
CAD 140		 Realtor Team
CAD 480		 Terminology Series
CAD 910
Best for Households Brokerage teams (4–20) Groups & learners
Printed take-home materials
Written follow-up period
Replay access (120 days)
Suited to groups
Single-session format
No preparation required
Entry No. 007 — Standards

Standards Shared Across All Programmes

Information Handled Carefully

Contact details and session notes are retained only as long as needed to deliver the programme and any included follow-up. We do not share information for marketing purposes.

Defined Scope in Writing

Each programme scope is shared in writing before booking. Changes to scope are discussed and agreed before they occur — not applied and billed after the fact.

Educational Boundary Maintained

All content is general and educational. We explain how records and systems work, not how to handle any individual's specific affairs. This boundary is observed throughout every session.

Plain Language Throughout

Sessions are conducted in plain English. Technical terms are defined when they are introduced. Materials avoid jargon unless the purpose of the material is to explain that jargon.

Schedules Respected

Sessions start and finish as planned. For multi-session programmes, timing is agreed in advance. If a session overruns due to questions, that time is absorbed — not added to the invoice.

Enquiries Answered Promptly

Messages sent through the contact form or by phone during office hours receive a response within one business day. We confirm availability and programme suitability before any booking is made.

Entry No. 008 — Pricing

All Prices in Canadian Dollars

Applicable taxes will be noted at the time of invoicing. All materials included in the stated price.

Programme 1

Family Records Session

CAD 140

per session · household

  • 2-hour guided session
  • Index template (printed)
  • Labelled dividers
  • Yearly review checklist
Book Now

Programme 2 — Teams

Realtor Team Programme

CAD 480

per team · 3-week delivery

  • Planning call + training
  • Tailored template pack
  • Review session included
  • 45-day written follow-up
Enquire Now

Programme 3

Estate Terminology Series

CAD 910

per group · 4-part series

  • 4 sessions × 75 minutes
  • Cumulative glossary
  • Worked examples (fictional)
  • 120-day replay access
Enquire Now

Entry No. 009

Not Sure Which Programme to Choose?

Send a short message describing what you are trying to sort out. We will suggest the right fit or let you know if none of our programmes address your situation.

Send a Message +1 819-983-2721