Canada Wills & Estate Plans
Create a Legally Valid Estate Plan and Protect Your Family’s Future
Planning ahead is one of the most important steps you can take to protect your loved ones, preserve your assets, and ensure your wishes are carried out exactly as intended.
Our professionally prepared Wills and Estate Planning forms for Canadian residents make it simple and affordable to create a complete estate plan from the comfort of your home — without the high cost of hiring a lawyer.
Whether you are preparing your first will, choosing an executor, appointing guardians for minor children, or organizing your estate for the future, these legal document packages help Canadians take control with confidence.
Why Estate Planning Matters for Every Canadian
Many people assume estate planning is only necessary for retirees or individuals with significant wealth. In reality, every Canadian adult, regardless of age or income level, should have a legally valid estate plan in place.
Without proper documentation:
- Provincial intestacy laws may determine who inherits your assets.
- Family members may face delays and additional legal expenses.
- Courts may decide who manages your estate.
- Minor children may be left without clearly designated guardians.
- Loved ones may face unnecessary stress during an already difficult time.
A properly prepared estate plan helps avoid uncertainty and gives your family clear legal direction when it matters most.
Professionally Drafted Legal Forms Created for Compliance with Canadian Laws
Unlike generic online templates or AI-generated documents, our estate planning packages are professionally drafted by experienced legal practitioners and designed specifically for Canadian legal requirements.
Every package is written to be:
- Legally compliant
- Practical and easy to complete
- Comprehensive and professionally structured
- Designed for real-world legal use across Canada
These are not AI-generated forms. They are carefully prepared legal documents designed to help Canadians create estate plans with confidence.
Estate Planning Packages Tailored for Every Province and Territory
Canada’s estate planning laws can vary significantly between provinces and territories.
Our document packages are specifically designed to comply with the laws and legal requirements of each province and territory of Canada.
This ensures you receive estate planning documents relevant to the laws where you live.
Please note: Quebec civil law differs significantly from other parts of Canada and is not currently included in the estate planning kits. However, we do offer a French-language version of the Canadian will kit, for those who require documentation in French.
What Is Included in Each Canadian Estate Planning Kit?
Each package contains the essential legal forms and guidance needed to help you organize your estate and document your wishes properly.
Depending on the package selected, your estate planning forms may include:
1. Last Will and Testament
Create a legally valid will that clearly outlines:
- Who will inherit your assets
- How your estate should be distributed
- Specific gifts and personal property instructions
- Funeral and burial preferences
- Instructions for handling debts and final expenses
2. Executor Appointment Guidance
Choosing the right executor is one of the most important estate planning decisions.
Our kits help you understand:
- The legal responsibilities of an executor
- How to choose a trustworthy executor
- What happens if an executor is unable or unwilling to serve
- The procedures and protocols of estate administration
3. Guardian Designation for Minor Children
If you have children, estate planning becomes even more important.
Our forms help parents document:
- Who should care for minor children
- Backup guardian appointments
- Important family considerations that may affect guardianship decisions
Having clear instructions in place can help avoid court disputes and uncertainty.
4. Estate Planning Checklists and Planning Worksheets
Estate planning involves more than just writing your will.
Each package includes helpful planning tools covering:
- Personal asset inventory
- Property ownership records
- Beneficiary review checklists
- Debt and liability summaries
- Family planning considerations
- Estate organization worksheets
These resources make the process easier and help ensure nothing important is overlooked.
5. Step-by-Step Instructions Included
Legal documents can feel overwhelming. That is why every package includes clear instructions designed to help you complete your forms properly.
Each estate planning package contains guidance on:
- How to complete the documents
- Signing and witness requirements for each province and territory
- Common mistakes to avoid
- Best practices for storing your completed documents safely
No legal background is required to understand and complete the documents.
Why Canadians Choose Our Estate Planning Forms
Thousands of Canadians prefer preparing their legal documents independently when they have access to properly drafted forms they can trust.
Our estate planning packages offer:
✓ Professionally prepared legal forms created by legal practitioners
✓ Compliance with provincial and territorial legal requirements
✓ Fully editable documents you can complete at your own pace
✓ Affordable alternative to expensive legal consultations
✓ Clear instructions designed for non-lawyers
✓ Comprehensive estate planning guidance included
✓ Peace of mind knowing your family is protected
Who Should Create a Will and Estate Plan?
You should consider estate planning if you:
- Own a home or other property
- Have children or dependents
- Have savings, investments, or valuable personal assets
- Want to choose who inherits your estate
- Want to appoint a trusted executor
- Want to reduce confusion and stress for your family
- Want greater control over how your affairs are handled after death
Estate planning is not only for the wealthy. It is an essential part of responsible financial planning for nearly every Canadian adult.
Learn more about estate planning:
Protect Your Family and Plan With Confidence
Creating a will is not simply about distributing assets. It is about protecting the people you care about and ensuring your wishes are respected.
A properly prepared estate plan can save your loved ones significant time, expense, and uncertainty in the future.
Our Canadian Wills and Estate Planning packages give you the tools to create legally sound documents quickly, affordably, and with confidence.
Take control today and create an estate plan that gives your family clarity and peace of mind for tomorrow.
Frequently Asked Questions
Are these forms legally valid in Canada?
Yes. Each package is prepared in accordance with the laws of the applicable Canadian province or territory.
Do I need a lawyer to create my will?
As a rule, no. Many Canadians can prepare their own estate planning documents using professionally drafted legal forms, provided all signing and witness requirements are properly followed.
Can I edit the forms?
Yes. All forms are fully editable and designed for convenient completion.
Are instructions included?
Yes. Each package includes detailed instructions and estate planning guidance materials.
Is estate planning only for seniors?
No. Any adult who owns assets, has dependents, and/or wants control over future estate decisions should consider making a will and preparing an estate plan.
Alberta Codicil to Will
Make minor changes to your Last Will and Testament with this Codicil form for Alberta residents.
What is a codicil?
A codicil is a legal document that allows you to make additions or changes to your will without the necessity of making a whole new will. Once it is completed, it will become part of your original Will.
How should the document be signed?
The Codicil must be executed and witnessed in the same manner as the original Will, in accordance with the Alberta Surrogate Court Rules.
Document Format and Jurisdiction
The document template is available in MS Word format and includes the required Form NC 8 - Affidavit of Witness.
This Will Codicil form is intended for use only in the Province of Alberta, Canada.
Alberta Estate Planning Package
Prepare your will and plan for the future with this package of estate planning documents for the Province of Alberta.
This package contains the following documents:
- Alberta Enduring Power of Attorney, which lets you name someone you trust to manage your property and financial affairs on your behalf.
- Alberta Revocation of Power of Attorney form.
- Alberta Personal Directive, which allows you to give instructions regarding medical treatment and health care decisions and name an agent to make those decisions for you, in the event you are not able to communicate those instructions at some point in the future.
- Legal will kit for Canada, which includes a will form, information and instructions to help you complete your documents and ensure they meet legal requirements, an Alberta Affidavit of Witness of a Will in accordance with provincial laws, and a comprehensive estate planning questionnaire.
- Alberta Codicil to Will.
Save almost 50% off the regular price of your estate planning documents with this all-in-one downloadable package. The forms can be used by more than one person in your household.
Give yourself and your family the peace of mind that comes with knowing you have made arrangements for future eventualities.
Alberta Statutory Declaration Attesting to Proof of Death
Has your spouse recently passed away? If the two of you owned real estate as joint tenants in the Province of Alberta, you will need to file this Statutory Declaration re Proof of Death.
- The Statutory Declaration must be recorded with the appropriate Land Titles Office in order to have title to the property transferred into your name, as the surviving joint tenant.
- This free form is provided in MS Word format and is easy to print, download and use.
- Only for use in the Province of Alberta, Canada.
Assignment of Interest in Estate | Canada
Prepare an Assignment of Interest in Estate with this template form for executors, beneficiaries and testators in Canada.
- The assignment is made by a beneficiary who is receiving, or expecting to receive in future, a gift of property from the estate of a family member.
- The beneficiary assigns to a third party all or part of the bequest left to him/her in the deceased's Will.
- This form contains language for both living and deceased testators, so it can be used to assign actual or anticipated future bequests.
- As an executor, you may find yourself asked to pay out a bequest to a bank or creditor. When that happens, you can use this form.
- Intended for use only in Canada.
British Columbia Estate Planning Package
Prepare your will and plan for the future with this package of estate planning documents for British Columbia residents.
Why You Need to Think About Estate Planning
Planning for future eventualities means less stress for you and your family – the peace of mind that comes with knowing you have arrangements in place in the event that you become unable to make decisions and manage your own affairs.
Making a will, preparing a power of attorney – these are the kinds of positive actions that empower you to take control over your future.
What is Contained in the Forms Package
This Estate Planning Package contains the following documents:
- BC Enduring Power of Attorney, which lets you name someone you trust to manage your property and financial affairs on your behalf.
- BC Revocation of Power of Attorney form.
- BC Section 9 Representation Agreement with Limited and General Powers, which gives you the means to appoint a representative as your agent, to make health care and personal care decisions for you.
- BC Section 7 Representation Agreement, which lets you appoint a representative to help you with health care and personal care decisions, manage your financial affairs, and other matters that you specify in the document.
- Legal Will Kit for Canada, which includes:
- a will form,
- information and instructions to help you complete your documents and ensure they meet legal requirements, and
- a comprehensive estate planning questionnaire.
Save 40% With This Package!
Save 40% off the regular price of your estate planning documents with this all-in-one downloadable package. The forms can be used by more than one person in your household.
Choosing an Executor or a Guardian of Minor Children in Alberta
Do you have questions about how to choose an executor for your will, or who you should appoint to be guardian of your children if you were to die suddenly?
- You can find answers to your questions in these two articles, entitled Who Should I Choose as My Executor? and Who Should I Choose as the Guardian of My Children? It's important to choose the right people to fill these vital roles.
- These free articles contain a set of guidelines to assist you in choosing an executor of your estate and a guardian for any minor children when writing your will.
- Available as a free PDF download.
Complete Legal Will Kit | Canada
Have you made a Will yet?
Why should I make a will?
If you were to die intestate (without a valid Will), your loved ones will have to pay court costs and legal fees to administer your estate. They already have enough to deal with after your passing - you can spare them the extra expense and trouble by making a will.
If you own real estate or other assets, whether in Canada or outside of the country, you need to have a Will to make sure your property is distributed in accordance with your wishes.
What is included in the Canada Legal Will Kit and Estate Plan?
This complete Legal Will Kit and Estate Plan for Canadian residents includes everything you need to make your will:
- Last Will and Testament form, with instructions to help you complete the document. Special instructions for Quebec.
- Guide to Making a Will in Canada, which contains information and things you need to know to help you through the process of preparing your Will.
- Legal Requirements for each province and territory.
- Will Information Sheet which is a checklist of information you will need to compile in order to complete your Will.
- Organ Donor Information.
- Estate Plan and Questionnaire developed by a financial planner, to help you decide how you want all your property, investments, stocks and other assets to be preserved during your lifetime and distributed after your death.
- How to Choose an Executor and a Guardian for Minor Children.
- Affidavit of Execution of Will forms as required for Alberta, Manitoba, New Brunswick, Newfoundland & Labrador, Nova Scotia, Northwest Territories, Ontario, Saskatchewan and Yukon.
How do I order the Will Kit?
Just add it to your cart and check out. Your complete Canada Legal Will Kit and Estate Plan will download automatically immediately after purchase.
Are the forms legal across Canada?
This English-language will kit can be used in all provinces and territories. A French-language will is available on request. Please contact our Support Team for details.
Declaration for Transmission of Shares on Death | Canada
This Canadian statutory declaration form must be completed by the executor of a deceased shareholder's estate to transfer shares owned by the deceased.
How to Use the Declaration for Transmission of Shares
The executor of the estate must submit the completed Declaration for Transmission of Shares to the company that issued the shares, to request that the shares be transferred to the estate.
The shares must be transferred into the deceased's estate so that they can be then distributed to the beneficiaries.
Downloadable Free Form
This statutory declaration template is a free form provided for the convenience of estate executors. It is provided in MS Word format as a downloadable document that can be reused as often as required.
Applicable Laws
The Declaration for Transmission of Shares on Death is governed by Canadian laws and is intended for use only for the administration of estates in Canada.
Estate Planning in Canada: The Key to Effectively Transferring Your Assets
Estate Planning in Canada: The Key to Effectively Transferring Your Assets is a 10-page package of information to help Canadians learn how to plan for the future.
- The package contains sections on a variety of related topics, including:
- the reasons you need a solid estate plan,
- the tax consequences that could arise upon your death,
- wills and probate,
- powers of attorney and personal directives,
- estate shrinkage and liquidity,
- the estate planning process and an estate plan checklist.
- Available in PDF format.
- Intended for use only in Canada.
Estate Planning Questionnaire | Canada
Put together all the information you need to create your estate plan with this comprehensive Estate Planning Information Questionnaire for Canadian residents.
- The questionnaire will help you gather the data and provide the answers your lawyer and financial advisor will need to help you prepare your estate plan documents.
- Once you've answered all the questions, you'll be able to do a will, personal directive, and power of attorney.
- This document makes references to Canadian taxes and registered savings plans, but could be used in other countries with relatively minor changes.
- Available in MS Word format.
