Complete estate planning, start to finish

01

Will & Testament

Your will captures your full wishes — guardianship, bequests, charitable gifts, and estate distribution. Every will is tailored to your circumstances, legally executed and notarized, and certified for use coast to coast.

What's included

• Custom will to your specific instructions
• Guardianship provisions for minor children
• Specific bequests and charitable gifts
• Residual estate distribution
• Executor appointment and succession
• Pet care provisions on request

02

Powers of Attorney

Two POA documents are included in every package: one for property and finances, one for personal care and health. These authorize a trusted person to act on your behalf — an essential safeguard that wills alone cannot provide.

What's included

• Continuing power of attorney for property
• Personal care power of attorney
• Attorney appointment and succession
• Custom scope and limitations
• Springing vs. immediate provisions
• Multi-province validity considerations

03

Testamentary Trust Provisions

For clients with minor children, blended families, or structured distribution needs. Trust provisions are included within your will at no extra charge — a feature most law firms bill separately.

What's included

• Trusts for minor children and grandchildren
• Age-based and milestone-based distributions
• Blended family and step-child provisions
• Spousal trusts for tax optimization
• Trustee appointment and succession
• Discretionary distributions

04

Full Estate Review

Before any documents are prepared, your advisor reviews assets, liabilities, beneficiary designations, insurance, registered accounts, and business interests. Many clients discover gaps at this stage — resolving them before execution prevents future disputes.

What's included

• Review of all assets and liabilities
• Beneficiary designation audit (RRSP, TFSA, insurance)
• Business succession considerations
• Cross-border and foreign asset review
• Tax exposure and planning notes
• Summary of recommendations

05

Online Legal Execution

Every WillIt document is legally executed in compliance with provincial legislation. You meet online with two witnesses and a licensed notary — no need to leave home. Certified originals are mailed via tracked courier.

What's included

• Online video execution ceremony
• Two independent witnesses provided
• Licensed notary public
• Provincial compliance guaranteed
• Certified original documents
• Tracked courier delivery to your home