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The Will CentreTool

What should I bring to a will-drafting meeting?

Five questions about the meeting itself and what else you're preparing, so nothing gets left at home on the day. It only covers what to bring; your lawyer will ask about the rest at the meeting.

What you get. Answer 5 short questions about your situation and get a personalised list drawn from 13 possible documents, each with a one-line reason it is on the list. The list can include: Two pieces of government-issued identification; Your completed asset-and-debt list; Names, addresses and birthdates for your executor and alternate; A list of specific gifts and who should receive each one; Beneficiary designation summaries for RRSPs, TFSAs and insurance; Details of any existing will, and where it's kept; Any separation agreement, cohabitation agreement, or court order affecting your family; Names, addresses and birthdates for proposed guardians and an alternate.
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