Free $200 Estate Planning Checklist
Our friends at Willing Wisdom have developed the ultimate estate planning checklist to help you find gaps in your will and close them.
We’re proud to offer this $200 assessment and checklist to Canadians 100% free of charge, compliments of our team at ERAssure.
The personalized checklist you receive from answering the assessment questions is such a useful tool that we wanted to make sure all Canadians could use it to correct any oversights in their estate plan.
**You will be redirected to the Willing Wisdom page
to get started. Once you’ve completed the assessment, you’ll be redirected back here.**
I already have a will,
why do I need this checklist?
Beneficiaries, executors, charitable donations, real estate, digital assets, debts, funeral expenses, the family cottage, pets, dependants, business succession plans, and many other details comprise your estate plan.
You can see how it might be easy to overlook something and end up paying extra in legal fees to fix it. Not only that, but gaps and vagueness in your will can also cause serious problems for your executor(s)and potential estate litigation in the future.
Your Free Estate Planning Checklist
Get started by taking the assessment
**You will be redirected to the Willing Wisdom page
to get started. Once you’ve completed the assessment, you’ll be redirected back here.**
Need a hand?
Use our step-by-step instructions on how to take the assessment and get your free custom checklist.
More Free Estate Planning Resources
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.
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.
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.