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Get Started

Follow these three easy steps:

Step 1: Download the applicable fillable PDF form(s)
Step 2: Complete the fillable form(s)
Step 3: Upload the completed form(s) and Pay
You will receive your documents ready to sign within 2-3 business days

That's it, very simple

Step 1:
Select the fillable PDF forms
for the documents you wish to create
(Note these are INSTRUCTIONS for the preparation of your estate planning documents and are NOT the final Will, Power of Attorney, Personal Directive documents)

Will Questionnaire

For all provinces/territories (excluding Quebec)

Please select the appropriate PDF form based on your situation

by clicking on the image.

NOTE: the following forms are NOT Wills, they are instructions for the creation of your Will. You MUST follow Steps 1 - 3 in total to obtain a Will that is ready for you to sign.

Married/Common  Law With Children

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Additional Will Worksheets

Additional  Specific Gifts Worksheet

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Additional  Borrowers Worksheet

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Cutting Out Additional People Worksheet

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Enduring Power or Attorney Questionnaire

For all provinces/territories (excluding Quebec)
NOTE: the following form is NOT an actual Power of Attorney document, but is the instructions for the creation of your Power of Attorney. You MUST follow Steps 1 - 3 in total to obtain an Enduring Power of Attorney document ready for you to sign.

Known as:

  • Enduring Power of Attorney - British Columbia, Alberta, Manitoba, Prince Edward Island, Newfoundland & Labrador, Nova Scotia, Nunavut, Northwest Territories & Yukon Territory

  • Continuing Power of Attorney for Property - Ontario

  • Enduring Power of Attorney for Property - New Brunswick

  • Enduring Power of Attorney Appointing a Property Manager - Saskatchewan

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Personal Directive Questionnaire

For all provinces/territories (excluding Quebec & Nunavut)
NOTE: the following form is NOT an actual Personal Directive document, but is the instructions for the creation of your Personal Directive. You MUST follow Steps 1 - 3 in total to obtain a Personal Directive document ready for you to sign.

Known as:

  • Representation Agreement - British Columbia

  • Personal Directive - Alberta, Nova Scotia & Northwest Territories

  • Enduring Power of Attorney Appointing a Personal Attorney - Saskatchewan

  • Health Care Directive - Manitoba & Prince Edward Island

  • Power of Attorney for Personal Care - Ontario

  • Enduring Power of Attorney for Personal Care - New Brunswick, 

  • Advance Health Care Directive - Newfoundland & Labrador

  • Advance Directive - Yukon Territory

Nunavut does NOT have legislation recognizing a personal/health care directive ​

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Step 2:
Complete the fillable forms at your own pace

Save your completed pdf form (which is the your instructions for the drafting of your estate planning documents) on your computer.

​

If you have questions we have you covered.

Check out our Products Pages, FAQ's, and Blogs as well as our interactive chat.

Step 3:
Upload and Pay

Upload your completed instructions/pdf form(s) and pay.

 

Your ready-to-sign documents (Will, Power of Attorney and/or Personal Directive) will be emailed to you within 2-3 business days.

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