Wills & Estate
Wills, trusts, and estate planning documents
Beneficiary Designation Form
Who gets your retirement account, life insurance payout, or investment fund if something happens to you? Without a Beneficiary Designation Form on file, that decision could end up in probate court — costing your loved ones time, money, and stress during the worst possible moment. This form lets you name exactly who receives your assets, in what percentage, and who steps in as a backup. It covers primary and contingent beneficiaries, their relationship to you, and contact details. Our free template keeps it simple. Fill in the blanks, download as PDF or Word, and make sure your wishes are clear.
Beneficiary Designation Form (Canada)
Designate beneficiaries for Canadian RRSP, RRIF, TFSA, life insurance, and pension plans. Covers successor holder designation (TFSA), tax-free spousal rollover (RRSP), provincial legislation differences, and CRA tax implications.
Estate Planning Checklist (Canada)
Create a comprehensive Canadian estate planning checklist covering Wills, Powers of Attorney, advance directives, trusts, beneficiary designations, probate fee minimisation, and tax planning under the Income Tax Act (Canada). Addresses provincial differences in Wills Acts, Trustee Acts, and probate fees.
Executor Appointment and Acceptance (Canada)
Formally appoint and accept the role of Executor (Estate Trustee) for a Canadian estate. Covers executor powers, fiduciary duties, co-executor provisions, probate obligations, CRA tax filing requirements (terminal T1, T3, clearance certificate), compensation, and estate summary — compliant with provincial Trustee Acts and Estates Administration Acts.
Inheritance Agreement / Heir’s Agreement (Canada)
Create a legally binding Canadian Inheritance Agreement between heirs to establish the distribution of a deceased person’s estate. Covers estate assets and debts in CAD, heir shares, personal property schedules, tax allocation under ITA s. 70(5), mediation clauses, and mutual releases under provincial succession laws including Ontario’s SLRA, BC’s WESA, and Alberta’s WSA.
Codicil to Last Will and Testament (Canada)
Amend your Canadian Last Will and Testament with a legally valid Codicil. Change your executor, guardian for minor children, specific bequests, or residuary estate distribution — without rewriting your entire Will. Compliant with provincial Wills Acts including Ontario’s SLRA, BC’s WESA, and Alberta’s WSA, with proper witness attestation clauses.
Last Will and Testament (Canada)
Create a legally valid Canadian Last Will and Testament. Appoint an estate trustee (executor), name guardians for minor children, make specific bequests, distribute your residuary estate, and include a revocation clause — all compliant with provincial Wills Acts including Ontario’s SLRA, BC’s WESA, and Alberta’s WSA.
Living Trust Form (Canada)
Create a legally compliant Canadian inter vivos (living) trust agreement. Establish a revocable or irrevocable trust to transfer and manage assets for beneficiaries, covering settlor and trustee details, trust property, distribution terms, trustee powers, tax provisions including the 21-year deemed disposition rule, and provincial Trustee Act compliance.
Revocation of Power of Attorney (Canada)
Revoke an existing Canadian Power of Attorney with a legally valid Revocation document. Covers Continuing POA for Property, POA for Personal Care, and General POA. Includes witness attestation, third-party notification provisions, real property registration guidance, and prior-acts protection — compliant with Ontario’s Substitute Decisions Act, BC’s Power of Attorney Act, and Alberta’s Powers of Attorney Act.
Testamentary Trust Declaration (Canada)
Create a Canadian Testamentary Trust Declaration to establish a trust that takes effect upon your death. Includes spousal trust (ITA s. 70(6) rollover), Henson Trust for disabled beneficiaries, discretionary and minor child trust options, 21-year deemed disposition planning, GRE designation, and T3 filing provisions — compliant with provincial Trustee Acts and the Income Tax Act (Canada).
Trust Agreement (Canada)
Create a Canadian Inter Vivos (Living) Trust Agreement to transfer and manage assets for beneficiaries. Covers revocable and irrevocable trusts, trustee powers, 21-year deemed disposition, T3 filing requirements, and provincial Trustee Act compliance.
Estate Planning Checklist
Nobody likes thinking about what happens after they’re gone, but putting it off only makes things harder for the people you leave behind. An Estate Planning Checklist is a practical starting point — it helps you inventory your assets, identify who gets what, list your important accounts and documents, name guardians for minor children, and outline your healthcare directives. Think of it as a roadmap for your loved ones. It doesn’t replace a will or trust, but it makes sure nothing gets overlooked. Our free template covers assets, debts, beneficiaries, important contacts, and key documents. Download as PDF or Word.
Executor Appointment / Letter of Testamentary
Who’s going to handle your affairs after you’re gone? An Executor Appointment is the document that names the person responsible for carrying out the instructions in your will — paying debts, distributing assets, filing final tax returns, and dealing with probate court. It’s one of the most important decisions in estate planning, and putting it in writing ensures there’s no confusion or family conflict later. The document covers the executor’s identity, their powers and duties, compensation terms, and successor executors if the first choice can’t serve. Our free template walks you through it. Download as PDF or Word.
Inheritance Agreement / Heir's Agreement
Families don't always see eye to eye on who gets what. An Inheritance Agreement lets heirs sort things out while everyone's still on speaking terms — dividing property, assigning specific assets, and handling debts before emotions run high. It can supplement or clarify a will, or settle disputes among beneficiaries. Our template covers asset distribution, conditions, waivers, and signatures for all parties involved. Enter your details, see the document take shape in real time, and download as PDF or Word — free, no sign-up needed.
Last Will and Testament
Nobody likes thinking about it, but a Will is how you make sure your family, your belongings, and your wishes are taken care of when you're gone. It names who gets your property, who looks after your kids, and who you trust to carry out your instructions. Without one, the state decides — and it might not match what you'd want. Our template walks you through beneficiaries, executors, guardians, and specific bequests. Fill it in, preview in real time, and download as PDF or Word — free, no account needed.
Advance Healthcare Directive
What happens if you're in a coma or can't speak for yourself? A Living Will (Advance Directive) tells doctors and your family exactly what medical treatment you do or don't want — life support, resuscitation, pain management, organ donation. It takes the guesswork out of impossible decisions and spares your loved ones from agonizing over what you'd choose. Our template covers end-of-life care preferences, healthcare proxy designation, and specific treatment instructions. Fill it out, preview live, and download as PDF or Word — free, no sign-up.
Protection Mandate — Quebec (Mandat de protection)
Create a free Quebec Protection Mandate (Mandat de protection) based on articles 2166-2174 of the Code civil du Québec. This document replaces the Power of Attorney used in common law provinces and covers both personal care and property management in case of incapacity. Includes mandatory accounting obligations (art. 2166.1 CCQ), health care wishes, housing preferences, and replacement mandatary designation. Fill out the form, preview in real time, and download as PDF or Word.
Will Before Witnesses — Quebec (Testament devant témoins)
Create a free Quebec Will Before Witnesses (Testament devant témoins) based on articles 727-730 of the Code civil du Québec. Unlike a holographic will, this form can be typed or printed and must be signed before two witnesses who are 18+ and not beneficiaries. Each page must be initialed by the testator and witnesses. Includes liquidator appointment, universal and specific legacies, tutor designation, and funeral wishes. Download as PDF or Word.
Holographic Will — Quebec (Testament olographe)
Create a free Quebec Holographic Will (Testament olographe) template based on article 726 of the Code civil du Québec. A holographic will must be entirely handwritten and signed by the testator — no witnesses are required. This template provides the structure for your will including liquidator appointment, universal and specific legacies, and tutor designation for minor children. Use this as a guide, then copy it by hand. Download as PDF or Word.
Trust Agreement
Want to protect your assets and control how they're distributed after you're gone — or even while you're still alive? A Trust Agreement lets you do exactly that. It names the trustee, lists the beneficiaries, defines how and when assets are distributed, and sets rules for managing the trust. It can help avoid probate, reduce estate taxes, and ensure your wishes are followed. Whether it's a revocable living trust or an irrevocable one, the details matter. Our free template walks you through it. Preview and download as PDF or Word.