Your complete vault navigator — updated March 2026
How to use this document: Every heading below links to the actual file in your vault using Obsidian wiki-links. Click any [[link]] to open the note directly. Section summaries explain what each file contains so you can find what you need without opening everything.
Focura is a Canadian estate organization platform built for financial advisors, estate lawyers, and wealth management professionals. It gives professionals a structured, province-aware system that organizes a household’s complete estate picture, calculates what the rules produce, and generates the specific advisor prompts that make every client meeting indispensable.
The Organizer Principle: Focura organizes facts. It does not give advice. Every output follows three steps: record the fact → state the applicable rule → generate the advisor prompt. This keeps Focura out of the regulatory perimeter and makes it an essential tool for the professionals who are licensed to advise.
The FOCURA Method:
Letter
Step
Sub-name
What Happens
F
Focus
Start the Process
The initial conversation — outline the process, answer questions, reinforce the benefits of completion
O
Organize
Build the Picture
The actual data entry and organization — every asset, document, beneficiary, and obligation structured into a single navigable view
C
Capture
Tell Your Story
The context behind the decisions. The stories behind the belongings. Your wishes, clearly communicated
U
Uncover
Map the Estate
The estate mapped in real time — your entire estate plan displayed in one visual, every gap made visible
R
Report
The Executor Dossier
Executor selected and informed — equipped with a customized executor task list and comprehensive summary
A
Assemble
Communication
Bring everyone together around the table, create family dialogue, have the discussions — while you still can
Prior brand: FOCURA Legacy Organizer (5WEP) — the brand for the advisor/professional market is now Focura. The consumer website remains at fiveways.ca during transition.
Team: Tim Eastwood (founder, product & design), Jeff (partner, sales & investors). Developer search ongoing after Matt Voogt departed Feb 2026.
Deep analysis synthesized from 52 CICEA modules, 40+ articles, software files, and marketing collateral. Explains genuine differentiators. Share with any new developer before their first technical session.
Key decisions from Feb 2026 planning session: developer as equity partner, V1 strategy (FM Data API + React front-end), Focura brand confirmed, advisor-first channel confirmed.
Master pricing document — tiers, revenue projections, valuation scenarios, storage pricing, professional referral network. Single source of truth for all pricing decisions.
Product design principle — how Focura collects household data incrementally without overwhelming users. Milestone PDFs, custom login screens, WordPress forms as progressive onboarding funnel.
Active development backlog — features, bugs, and enhancements with assignees and priority flags. Includes new client creation, report versions (testator/executor/beneficiary/advisor), subscription integration, task management, and more.
Open webmaster tasks: Google Analytics check, Muhammad audit follow-up.
Article Research Library
Over 150 clipped articles on estate planning, wealth transfer, executor challenges, probate, digital assets, family dynamics, and more. Primary source material for blog content, software features, and business intelligence. Organized alphabetically in Operations/Clippings/Articles/.
Thematic highlights from the library:
Theme
Sample Articles
Wealth transfer & timing
”The Jackpot Generation” (Maclean’s), “Unprecedented wealth transfer” (Insurance Portal), “The great wealth transfer requires more than a 20-year-old will”
Executor challenges
”The complicated task of listing assets”, “Tips for executors when dealing with banks”, “The price of appointing an executor”
Probate & taxes
”Calculating Estate Administration Tax”, “Ways to reduce fees associated with passing on your estate”, “Want to avoid probate fees by sharing ownership with your kids”
Digital assets
”These tools help estate planners and executors track digital assets”, “Digital Assets and Online Accounts”
Family dynamics
”When an inheritance comes with stipulations”, “The silent risk in wealth transfers families who don’t talk about it”, “Stepchildren left out when it comes to estate decisions”
Women & wealth
”Women’s wealth is growing”, “Women & Wealth”, “80% of widows leave their advisor” theme
(CICEA-specific research clips in Operations/Clippings/CICEA)
Education & Research Library
CICEA — Canadian Institute of Certified Executor Advisors
52 modules covering the full scope of Canadian estate administration law, executor duties, probate procedures, tax implications, and more. This is the knowledge foundation embedded in Focura’s rules engine. See the Focura — Strategic Insight Report for a synthesis of what the curriculum reveals about Focura’s competitive advantage.
Files:CICEA/Canadian Institute of Certified Executor Advisor CICEA 1.md through CICEA 52.md plus the index file CICEA/Canadian Institute of Certified Executor Advisor CICEA.md.
Key topics covered across the 52 modules:
Executor duties and liability (the risk of being an executor)
Probate procedures by province
Estate Administration Tax (Ontario)
Capital gains on death, RRSP/RRIF wind-up
Powers of Attorney (property and personal care)
Beneficiary designations and their interaction with the will
Joint tenancy vs tenancy in common
Family law issues (dependent relief, marriage contracts, separated spouses)
Digital assets
Business succession
Trusts and the 21-year rule
Wills — types, codicils, international wills, holograph wills
Help Documentation
Focura has a unified help system in Help/ (root level) structured in two integrated layers. The old Software/Help/ folder has been consolidated here. Start with Help Index.
Layer 1 — Software Help
How to use the Focura software. Organized by section:
A standalone reference library explaining how Canadian estates actually work — independent of the software but cross-linked with it. Start at Estate Knowledge Overview.
This guide was generated March 2026 by reviewing all non-personal files in the vault. Update the relevant sections as new notes are added. The Inbox — New Notes to File section should be cleared regularly — file notes to their permanent homes and remove the row from the table.