Last Will & Testament

What to Expect when Developing your Estate Documents:

1. Please complete the following worksheet in a timely manner. You will need to have considered and identified the following:

your executor/executrix
guardian of minor children or dependent adult
correct spelling of all names
birth dates of the testator and dependents
contact information of executor/executrix, guardians and beneficiaries

2. Please allow up to an hour to complete the 10 steps of the MyWill comprehensive on-line wizard. You will be provided a secured link with a password to access the MyWill wizard from your CEC Coordinator. The CEC Coordinator will book an appointment with you to be on-line to assist you through the wizard process. You will be sent a www.zoom.us invitation from CEC to join a screen share meeting. Please visit https://www.zoom.us/signup to sign up for zoom prior to your meeting with CEC.

3. Once the MyWill wizard is complete, your Last Will and Testament is emailed to your preferred email address. When received, your Last Will and Testament needs to be printed along with any other Estate Documents you have prepared.

4. The Last Will and Testament and other Estate Documents requires two witness’ signatures NOT named in the Will. Please consider in advance who can serve as witnesses to your signature. Witness’ signatures are required to make your Last Will and Testament and Estate Documents legal. A witness does not read your documents – only witness your signature for each document.

5. Consider how to store your Estate Documents and who should be provided access to them. Included in the CEC Basic Estate Package, you have been granted 1 year of on-line secured and encrypted storage for your signed documents through our secure website.

6. On-going storage is available to you at a nominal cost, which is discussed at the 9 month CEC follow-up session.

7. If your Estate Documents require revision, you are able to revise documents for free; however, you must repeat Steps 4 and 5 each time there is a revision.

8. The security questions from Canadian Legal Wills: standard answers apply to two questions

User ID: first, last, lower

CEC Code: a66041402

Step 1 of 2

Which Province Are You Living?*
Basic Information
Full name of person needing the Will (the Testator):*
First Middle Last
Is This A Different Person Than You?*
Your Name*
First Last
Your Phone Number*
Your Email*
Address*
Street Address Address Line 2 City Province Postal Code
Marital Status:*
Your Date of Birth*
MM slash DD slash YYYY
Spouse/Common Law Name*
First Last
Spouse/Common Law Date of Birth*
MM slash DD slash YYYY
Your Gender*
Children and/or Grandchildren (name, gender, DoB if known):
Pre-deceased immediate family members ie) Spouse, Children (name, relationship):
Guardians for Dependents (Dependent's name, guardian’s name, alternate if first choice cannot serve):
Executor:*
Person who will carry out the instructions in the Will (name, relationship, address)
First Last
Alternate Executor:
In case first choice cannot serve (name, relationship, address)
First Last

Save and Continue Later

Last Will & Testament

Step 1 of 2

Basic Information

Instructions for the Distribution of the Estate

Disclaimer