The Will Blueprint™
A self-guided will preparation tool for Canadians
Most people know they need a will. What stops them from being prepared when they finally sit down with a lawyer isn’t a lack of intention. It’s not knowing what questions to raise, what information to bring, or what they haven’t thought of yet.
Lawyers draft what clients tell them. If you don’t know to mention the vacation property in another province, the blended family dynamic, or the child who can’t receive a direct inheritance, those things don’t get addressed. The will gets signed, goes in a drawer, and the gap doesn’t show up until someone is 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. At the end, you’ll have a personalized summary to bring to your legal professional, organized by topic, with the issues that need attention already identified.
Time: work at your own pace
Format: self-guided, interactive
Device: desktop, tablet, or mobile
What this is
The Will Blueprint™ is a comprehensive preparation tool that walks you through eleven sections covering every major dimension of will preparation, with jurisdiction-specific guidance, plain language explanations, and questions that help you think through decisions before you bring them to a professional.
You’ll work through your personal and family situation, executor selection, assets, beneficiary designations, estate distribution, and a special circumstances section designed to surface the issues that most often get missed, including blended family concerns, beneficiaries with disabilities, business interests, out-of-province property, and more.
At the end, the tool generates your personalized Will Blueprint Summary: a formatted document that organizes your answers by section, highlights the flags your lawyer needs to address in priority order, provides a document checklist for your appointment, and outlines your next steps.
The tool is designed to be used before you meet with a lawyer or paralegal, whether you are creating a will for the first time, updating one that hasn’t been reviewed in years, or preparing after a major life change.
What’s covered
- Personal and legal identification details your lawyer will need
- Relationship and marital status, including common-law rules by province
- Family inventory: children, stepchildren, grandchildren, dependent adults, and pets
- Executor selection, compensation, bonding, and the T4A obligation
- Guardian and trustee decisions for minor children
- Asset overview: real property, financial accounts, registered accounts, business interests, digital assets, and liabilities
- Beneficiary designations and how they override the will
- Estate distribution: general approach, per stirpes vs. per capita, specific gifts, charitable gifts, and residue
- Special circumstances: disability trusts, blended family structures, spendthrift provisions, will challenges, undue influence, and more
- Specific wishes: funeral preferences, organ donation, letter of wishes
- Existing documents review, including the original will requirement
- Province and territory-specific flags throughout, for all 13 Canadian jurisdictions
What this is not
- a will or any other legal document
- legal, financial, tax, or medical advice
- a document preparation or drafting service
- a substitute for a qualified lawyer or notary
The Will Blueprint™ is designed to help you arrive at your legal appointment prepared and informed, not to replace the professional who will prepare your will.
Who this is for
This tool is a good fit if you:
- are preparing to meet with a lawyer or paralegal to create or update a will
- want to understand what questions will come up and think through your answers in advance
- have a will in place but haven’t reviewed it in several years
- have had a major life change: marriage, separation, divorce, a new child, a death, a significant asset acquisition, or a move to a new province
- have a complex family or asset situation and want to make sure nothing gets missed
- prefer to arrive at professional conversations organized, not starting from scratch
You do not need any documents, preparation, or prior knowledge to begin.
Access and purchase details
You will receive an email with:
- the private access page URL
- your password
- simple instructions to begin
Important: Because this is a digital experience delivered immediately and cannot be returned, all purchases are final.
Disclaimer: This content is for general information only and is not legal, financial, medical, or tax advice.
Price: $69
