Walk into your lawyer's office already prepared.

A lawyer will ask you the same questions either way — your assets, your debts, your family, your wishes. This free worksheet gets it all organized first, so the appointment is about decisions, not paperwork.

✓ Estate planning goals and your professional team's contacts
✓ Family details, minor and adult children, guardians and trustees
✓ Executor, witnesses, and previous will & revocation details
✓ Distribution of assets — personal, monetary and charitable gifts
✓ A full inventory of assets, debts, and life insurance
✓ Not legal advice — a lawyer in your province still prepares your will

Fee-Only Planning CFP® Certified FCSI® Designation 25+ Years Experience

This kit is not a will, not legal advice, and not an estate plan. Wills and powers of attorney are provincial — a lawyer in the province where you live must review and prepare the documents. Completing this worksheet does not create a lawyer-client or advisor-client relationship. If you already have a will, take this packet and the will to your lawyer.

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