Wills

A Will is a legal document outlining your plans for your Estate after you die.
The Will is the most important document in your Estate Plan. Having said this, it is crucial that your
Will be updated/reviewed every 2-3 years. The following “life events” should trigger you to
review your Will:

• Marriage
• Divorce
• Death of a family member, beneficiaries, executors
• Birth of children/grandchildren

It is important to note that a marriage will invalidate any Wills made prior to the marriage.

Reasons to make a Will

• To set out how you wish your estate to be handled
• To provide for your beneficiaries
• To provide for a particular distribution of specific assets
• To appoint a guardian for minor children
• To appoint a person you feel is best suited to be your representative
• To eliminate family disputes and court costs to determine who should administer your estate

Download the Peoples Law School “Writing Your Will” publication here.

Will Information Required

The following information is needed to prepare a Will on your behalf:

• Legal name and address of you, your beneficiaries and your Executor
• A list of your assets (bank accounts, RRSP’s, non-registered investments, life insurance etc.)
• A list of registered assets (home, vehicles, marine & air equipment, businesses.
• Specific details about who receives money (think in percentages vs. specific amounts) and specific items of a very personal nature.
• Specify who receives the portion bequeathed to a beneficiary should the beneficiary die before you.
• You must provide a Trustee for persons under the age of majority (19) when listing a minor as a beneficiary.
• A guardian will need to be appointed for children under the age of majority.

We are happy to receive your Will request via e-mail, telephone or in person.

Click here to download our "Will Information Questionnaire" form in PDF format.
Feel free to complete the questionnaire and bring it with you to the initial Will consultation.

Click here to download a copy of the "Writing your Will" booklet.