The Will Preparation Workbook

Everything to decide before you meet a lawyer — or open an online will platform.

The Will Preparation Workbook is a calm, plain-language workbook that helps you organize the decisions a will requires: who your executor is, who your beneficiaries are, what you own, and what you want to happen. It is not a legal document and does not replace a lawyer or an online will service — it makes that step faster and less overwhelming.

What's inside:

• Executor and guardian choices, with backups
• Beneficiary and asset map
• The questions a lawyer or online platform will ask you
• Gifts and special wishes
• An honest comparison: lawyer vs. online will platform
• What to do after you sign

Written for Canadian families. Instant download — fillable and printable.

LegacyPath provides educational and organizational resources only, not legal, financial, tax, medical, or insurance advice. Completing this workbook does not create a will, power of attorney, or any legal document.