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QUESTIONS & ANSWERS

How to Close Gaps in Your Estate Plan Using this Custom Checklist

close gaps in your estate plan

Are you 100% certain you’ve thought of everything you need to cover in your estate plan? Children, real estate, pets, financial assets, business succession plans, and charitable donations are the tip of the ice berg.

You need to close gaps in your estate plan now before it becomes a huge financial and legal problem for your executor.

Most Canadians choose their children to be the executor of their estate. That’s why our aging population should prepare their estate plan as much as possible to reduce the risk associated with taking on the role.

How do you do that without spending hundreds on lawyers and financial advisors?

Use the Willing Wisdom Index, a custom estate plan checklist valued at $200 that we’re providing to Canadians for free.

What is the Willing Wisdom Index?

The Willing Wisdom Index is the official name of your estate planning assessment and checklist.

It was built to help Canadians navigate the essential but very complex process of estate planning.

“This checklist is not an IQ test or a personality test. In fact it’s not a test at all. It’s not a competition either. Rather, your custom to-do list will give you a step-by-step roadmap to improve your estate plan.”

Thomas William Deans Ph D., Willing Wisdom

**You will be redirected to the Willing Wisdom page to get started. Once you’ve completed the assessment, you’ll be redirected back here.**

How does it work?

It’s secure, free, and only takes 10 minutes. Here are the six steps to get your free estate planning checklist.

STEP ONE

Click here to go to the Willing Wisdom page to get started. It should look like this:

Willing Wisdom Index page

STEP TWO

Scroll down to the form and enter your first name and email, then click “begin”.

Your free access code is TWDP8JUVATA.

Willing Wisdom index enter form

STEP THREE

You’ll need to confirm your email address before starting for privacy protection. Open the email in your inbox and click the verification link.

Don’t see the email in your inbox? Remember to check your spam folder.

valid email for willing wisdom

STEP FOUR

Click the link to return to the Willing Wisdom page and re-enter your name, email, and access code.

Your free access code is TWDP8JUVATA.

Willing Wisdom index enter form

STEP FIVE

Answer all of the assessment questions. It should look like this:

STEP SIX

Check your email to save and review your free estate planning checklist. Follow the recommended actions to update your estate plan and sleep soundly!

ERAssure estate planning checklist from Willing Wisdom

**You will be redirected to the Willing Wisdom page to get started. Once you’ve completed the assessment, you’ll be redirected back here.**

Free Estate Planning Resources

Executor Guide by ERAssure

Are you an executor right now?

If you feel like you’re drowning in tasks, use our Executor Guide to help you close the estate properly.


Executor Preparation Course by ERAssure

Are you named as an executor in a will?

You can prepare yourself and the important information you’ll need to avoid a messy estate situation later with our free and quick course.


Prepare your executor and your estate

Is your child the executor of your will?

Many Canadians choose their children and leave them with a huge undertaking. But you can prepare your estate to make it as easy as possible for them.

Estate planning questions?
Find your answers

Who should I choose to be my executor?
Can there be more than one executor of a will?
How can I protect my family and assets?
What is Executor Liability Insurance?
How can I prepare my child to be the executor of my estate?
Is there a preparation course for future executors?
How to Manage Cottage Co-Ownership
Is there a guide for executors?
What are my tasks as an executor?
Can I include my pet in my will?
More Executor FAQs