Description
You know you need a will. But do you know what to bring to the appointment?
Most people walk into a lawyer’s office unprepared, and lawyers draft what clients tell them. If you don’t know what questions to raise, those questions often don’t get asked. That’s how wills end up with gaps that don’t show up until someone’s grieving and it’s too late to fix.
The Will Blueprint™ is a self-guided, jurisdiction-aware preparation tool that walks you through the key questions involved in creating or updating a will, including many that don’t always come up in a lawyer appointment. You’ll work through eleven sections covering everything from executor selection and asset overview to special circumstances that can change everything: a beneficiary with a disability, a blended family dynamic, a business interest, an out-of-province property.
What you’ll do: Work through eleven sections at your own pace, answering questions about your personal situation, family, assets, distribution wishes, and any circumstances that require specialized planning.
What you’ll receive: A personalized Will Blueprint Summary: a formatted document organized by topic, with all flags your lawyer needs to address highlighted by priority, a document checklist for your appointment, and a next steps list tailored to your situation.
What this is: A self-guided, jurisdiction-specific online preparation tool for adults in any Canadian province or territory who are preparing to create or update a will. It is designed to be brought to a lawyer or paralegal appointment.
What this is not: A will. This tool does not draft, create, or constitute a legal document of any kind. It does not provide legal, financial, tax, or medical advice. Always work with a qualified lawyer or notary (Quebec) to prepare your will.
Access details: After purchase you’ll receive the private URL and password by email. All purchases are final.
