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Supporting Canadian Farm and Business Owners for More Than 65 Years

WILL PLANNING

Free Will Planning Workbook

Information to help you prepare your will

Free Will Planning Workbook

Without a will, provincial law decides how your estate will be distributed and that may be very different from what you want.

Our free workbook will help guide you through some of the most important decisions you need to make when planning your will.

Get your workbook now.

Tax Preparation Toolkit

Use your free workbook to help you prepare your will:

  • Preparing Your Will

Discussions with your family and professional advisors will help you make decisions best suited to your needs and wishes.

  • Will Planning Questionnaire

Consider what your estate is currently worth, but also consider future sources of wealth.

  • Seek Legal Advice

You should meet with a legal advisor when you are ready to put it all together.