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Wills & Estate Planning

Share a few details ahead of time so your appointment is focused on your wishes. Someone from our team will contact you within two business days to book it.

Thank You — We’ve Received Your Wills Information

Someone from our team will be in touch within two business days to book your appointment. If anything changes before then, just let us know.

Questions in the meantime? Call us at 604-449-7766.

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Your information is sent securely. Please don’t enter your Social Insurance Number or banking details here — we’ll collect those safely at your appointment. Fields marked * are required.

Step 1About You

Please use your full legal name as it appears on your government ID.

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e.g. a maiden name or an anglicized name. Assets are sometimes held under these.

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Please enter a valid email address.
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Home address
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Is your spouse or partner also making a will with us?
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Step 2Your Family
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Spouse / partner
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Please enter a valid email address.
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Do you have a marriage or cohabitation agreement?
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Have you previously been married, or do you have a separation agreement or court order?
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Do you have children (including adopted or stepchildren)?
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Please note if any child is from a previous relationship, or has passed away leaving children of their own.

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Are any of your children under 19?
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Does anyone else depend on you for financial support?
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Step 3Executors & Guardians

Your executor carries out your will. Choose someone you trust who is organized and, ideally, lives in BC.

First executor
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Please enter a valid phone number.
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Alternate executor

Acts if your first executor can’t or won’t.

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Guardian for minor children
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Step 4Your Estate

An overview is all we need for now — no account numbers or exact balances.

Which of these do you own?

Select all that apply.

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Should everything go to your spouse or partner first?
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e.g. “Equally to my three children” or names and percentages. Include charities if any.

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Are there any family disagreements or circumstances that could cause problems with your estate?

This helps us draft your will to withstand challenges. Everything you share is confidential.

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Step 5Other Documents & Final Details
Do you currently have a will?
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Would you also like any of these documents?

Power of Attorney covers your finances, and a Representation Agreement your health and personal care, if you become unable to decide for yourself.

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If more than one, should they act together or separately?
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Funeral wishes
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How should we contact you about this file?
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Deadlines, travel plans, special circumstances, questions for us — anything helpful.

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Please confirm to continue.
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