Will Planning Center

Everything you need to know about preparing your legacy, understanding the jargon, and finding the right legal help in Canada.

Free Resource

Start Here: The KindFlare Will Drafter

Don't know where to start? Our free tool helps you "get the juices flowing" before you pay a professional.

1

Answer Questions

Simple prompts about your family, pets, and assets. Takes ~15 minutes.

2

Generate Draft

We compile your thoughts into a structured PDF summary.

3

Take to Lawyer

Save time (and billable hours) by walking in prepared.

Launch Will Drafter

*Produces a non-binding summary for preparation purposes only.

Learn the Lingo

Legal documents are full of confusing words. Here is what they actually mean in plain English.

You

Testator

The person making the will (that's you!).

The Boss

Executor

The person you choose to carry out the instructions in your will and pay your debts.

The Receiver

Beneficiary

Anyone who receives money, property, or specific gifts from your estate.

The Caretaker

Guardian

The person nominated to care for your minor children if both parents pass away.

The Warning

Intestate

Dying without a will. This means the government decides who gets your stuff, not you.

The Update

Codicil

A document that amends (changes) an existing will without rewriting the whole thing.

Important Extra

Power of Attorney (POA)

A separate document. While a Will handles things after you die, a POA appoints someone to make financial or medical decisions if you are alive but unable to do so.

Ways to Create a Will

Employment / Estate Lawyer

$400 - $1,500+

The gold standard. Essential if you have a blended family, own a business, have a child with a disability (Henson Trust), or have assets abroad.

  • Full liability protection
  • Custom legal advice
POPULAR

Online Will Platform

$80 - $250

Perfect for 80% of Canadians. If you have a straightforward estate (married, kids, house), these platforms are legally binding and easy.

  • Instant updates
  • Guided process

DIY Will Kit

$20 - $40

Paper forms bought at a stationery store. They are cheap but prone to user error (e.g., vague wording).

Not Recommended for complex assets

What is Probate?

Probate is the legal procedure where a court validates your will and gives your Executor the authority to distribute assets. It acts as a "green light" for banks to release funds.

Does everyone need it?

Not always. Small estates or assets held jointly (like a house owned with a spouse) often skip probate.

The Cost (Estate Tax)

Yes. In Ontario, for example, the Estate Administration Tax is roughly 1.5% of the total estate value over $50,000.

Don't Make These Mistakes

The Witness Rule

This is the #1 reason wills are invalid. You must sign your will in the presence of two witnesses, who also sign at the same time. The witnesses cannot be beneficiaries (people getting money) or their spouses.

The "Digital Void"

Don't forget your digital life. Include a memo (outside the will) with passwords for email, social media, and crypto. Otherwise, your family may be locked out of your digital memories forever.

Frequently Asked Questions

Does marriage cancel my will?
In some provinces (like Ontario), marriage technically used to revoke a will, but laws are changing (as of 2022). However, divorce usually revokes gifts to the ex-spouse but doesn't cancel the whole will. Best practice: Make a new will after any major relationship change.
Can I write a handwritten will?
Yes, this is called a Holograph Will. It must be 100% in your own handwriting (no typed parts) and signed by you. It does not require witnesses. However, these are often contested in court due to vagueness. Use only as a last resort.
What happens to my debt?
Your debt does not die with you, but your family usually isn't personally liable for it either. Your estate (your assets) must pay off debts first. If there isn't enough money in the estate, the debts usually go unpaid, and beneficiaries receive nothing.

No Will? Risks:

If you die without a will (Intestate), the government writes one for you. In many provinces:

  • Common-law partners may get nothing.
  • A government appointee manages your finances.
  • Funds for children are held in court until they are 18.

When to Update?

  • Marriage / Divorce
  • Birth of Child
  • Buying Property
  • Executor Dies/Moves

Meeting a Lawyer?

Have these ready:

  • Full legal names of beneficiaries
  • List of assets (bank accounts, investments)
  • Deeds for property
  • Life insurance policy numbers
  • Charity registration numbers (if donating)