Fact checked

This content has been reviewed by Canadian estate planning experts or legal professionals. Our editorial team is committed to ensuring the accuracy and currency of content related to estate planning, online wills, probate, powers of attorney, guardianship, and other related topics. Our goal is to provide reliable, up-to-date information to assist you in understanding these complex topics.

Wills & Estate Planning Checklist In Canada

In this article:

    Congratulations on taking the first step towards creating your will and estate plan.

    Making a will is one of the most important steps you can take to protect you and your loved-ones. Yet over 57% of Canadians don’t have a will. 

    We know estate planning and making a will can feel overwhelming, which is why we’ve put together this free Simple Wills and Estate Planning Checklist for Canada to help break it down.

    What is an Estate Planning Checklist?

    An estate planning checklist is a comprehensive list of tasks and considerations that you can use to organize and plan for the distribution of your assets and the management of your affairs in the event of your death or incapacitation.

    What should be included in an Estate Planning Checklist in Canada?

    A good estate planning checklist for Canada should consist of everything you need to make a valid estate plan in the country. It will help you with many aspects of your estate plan, including the following.

    1. Identifying the key people involved

    Important people for your estate plan include your executor, your estate trustee, custodian(s) and/or guardian(s) of children or pets, an emergency financial representative or attorney for property, an emergency medical care representative or attorney for personal care, witnesses, and optional backups or substitutes for if your first picks for these roles are unable to take them.

    2. Allocating your estate

    The checklist will help you delegate your assets and choose who gets what. This can also include legacy gifts and charitable donations.

    3. Outlining other wishes

    In this section of the checklist, you'll be prompted to think about other wishes you have. This can include things like if you'd like your children to receive their inheritances only after a certain age, how you'd like to be buried, or even how you'd like your business to be carried on.

    4. Formalizing your wishes in legal documents

    Then it's time to make it official. The checklist will walk you through the steps to creating your legal will, power of attorney, and burial and funeral documents.

    Download the Wills And Estate Planning Checklist for Free Here →

    Cover of the WIllful Estate Planning Guide

    From frequently asked questions, common myths, to an estate planning checklist, we’re walking you through it all step-by-step. No law degree required. With any luck, you’ll give right into estate planning at the end of this Guide feeling confident and empowered.

    Download the Wills And Estate Planning Checklist for Free Here →

    Are you part of the Indigenous Peoples of Canada? Here are some essential tips for creating your estate plan.

    Willful vs. using a lawyer

    See how much you can save by choosing Willful

    What province do you live in?
    1/3
    Next
    Next

    Willful vs. using a lawyer

    Do you want to create a will or a will and power of attorney documents?
    Do you want to create a will or a notarial will?
    2/3
    Will only

    Will and Powers of Attorney

    Notarial will

    Next

    Willful vs. using a lawyer

    Besides yourself, how many additional family members need to create their will?
    3/3

    Willful vs. using a lawyer

    How to Make a Will in Manitoba
    Common Law Saskatchewan: What It Means And What You’re Entitled To
    What to Do When Someone Dies

    Get peace of mind for you and your family by
    creating your will today.