22 Free Tools

Free Wills & Estates Wizards and Executor Tools

Free interactive wills and estates wizards: do you need a will, executor duties, probate readiness, contesting a will, powers of attorney, and estate disputes.

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Do I Need a Will?
See exactly what intestacy law would do to your family and assets if you died without a will — and what a proper will, POA, and estate plan would fix.
Canada & US4–6 minutesFree
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🗂️
Executor Duties Roadmap
Map your duties, deadlines, and personal liability traps as an executor — from securing assets through probate, taxes, and final distribution.
Canada & US5–7 minutesFree
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⚖️
Can I Contest the Will?
Assess your standing, grounds, evidence, and deadlines for challenging a will — and whether a dependant support claim is the better route.
Canada & US5–7 minutesFree
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🏛️
Is the Estate Ready for Probate?
Check which assets need probate, which bypass it, what the fees will be, and whether your application package is ready to file.
Canada & US5–7 minutesFree
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🖊️
Do I Need a Power of Attorney?
Find out which power of attorney documents you need, who to appoint, and how urgent your situation is — with a personalized incapacity-planning roadmap.
Canada & US4–6 minutesFree
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🗂️
Estate Administration Organizer
For executors and administrators: audit what's done, what's missing, and what puts you at personal risk — and get a master file system that survives scrutiny.
Canada & US5–7 minutesFree
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⚖️
Inheritance Dispute Assessment
In conflict over an estate? Map your rights as a beneficiary, the legal levers your dispute triggers, and whether the fight is worth the cost.
Canada & US5–7 minutesFree
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💾
Digital Assets Estate Assessment
Map your crypto, accounts, photos, and online business assets, and get a personalized plan so your executor can actually access them.
Canada & US5–7 minutesFree
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👨‍👩‍👧‍👦
Blended Family Estate Planning Assessment
Find the hidden conflicts between your will, your home's title, and your prior obligations — before they disinherit the people you love.
Canada & US6–8 minutesFree
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📋
Estates Lawyer Meeting Preparation
Turn your first estates consultation into decisions, not introductions — with a purpose-built agenda, bring-list, and fee questions.
Canada & US4–6 minutesFree
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📝
Will Drafting Readiness Assessment
Find out whether you're ready to draft or update your will, what your estate needs, and exactly what to bring to your first meeting with a wills lawyer.
Canada & US4–6 minutesFree
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⚖️
What Happens If I Die Without a Will?
See exactly how your province or state's intestacy rules would divide your estate if you died without a will — who inherits, in what shares, and who a court would appoint.
Canada & US4–6 minutesFree
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🏦
Do I Need a Trust?
Find out whether a trust belongs in your estate plan — probate avoidance, privacy, protecting minors or a disabled beneficiary — and which type fits in the US and Canada.
Canada & US4–6 minutesFree
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🧸
Naming a Guardian for Your Children
Plan who would raise your minor children if you could not — how to make a binding nomination, why to name alternates, and how to protect their inheritance.
Canada & US4–6 minutesFree
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🧮
Estate Tax & Death Tax Exposure Check
Find out whether your estate faces estate tax, capital gains on death, or probate costs — and what planning tools can reduce the bill in Canada and the US.
Canada & US4–6 minutesFree
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Healthcare Directive & Advance Care Planner
Plan your advance directive or living will, name a healthcare agent, and record your treatment wishes — with guidance tailored to Canada and the US.
Canada & US4–6 minutesFree
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🎯
Beneficiary Designation Review
Check the beneficiary designations on your retirement accounts, insurance, and pensions for stale names, will conflicts, and tax traps — for Canada and the US.
Canada & US4–6 minutesFree
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🎗️
Charitable Giving in Your Estate Plan
See how to leave gifts to charity in your estate tax-efficiently — through bequests, registered accounts, life insurance, appreciated securities, donor-advised funds, and charitable trusts.
Canada & US4–6 minutesFree
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📋
Small Estate & Simplified Probate Check
Find out whether an estate qualifies for a small-estate affidavit or simplified probate, which assets bypass probate, and when full estate administration is still required.
Canada & US4–6 minutesFree
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Annual Estate Planning Checkup
Run a holistic review of your whole estate plan — will, powers of attorney, beneficiary designations, guardianship, and storage — and find out what has drifted out of date.
Canada & US4–6 minutesFree
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🧭
Power of Attorney Planner: Structure Your POA
Design your power of attorney the right way — who acts, when it takes effect, and which safeguards to include — with guidance for Canada and the US.
Canada & US4–6 minutesFree
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🗺️
Estate Executor Roadmap: Step-by-Step Guide
A step-by-step roadmap for executors and administrators — probate, inventory, debts, taxes, and distribution — with the sequence that protects you from liability.
Canada & US4–6 minutesFree
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About These Wills & Estates Tools

Estate questions arrive at the worst possible times — after a death, a diagnosis, or a family conflict — and the rules are full of quiet deadlines and personal-liability traps. These free wizards work through your specific situation and produce a personalized report: what the law does with your facts, the documents to gather, the deadlines that apply, and the questions that make an estates lawyer consultation count.

Planning ahead? Start with the will and power of attorney wizards — they show exactly what intestacy would do to your family and why the capacity window matters. Administering an estate? The executor roadmap and administration organizer keep you clear of the liability traps, from distributing before a tax clearance to missing creditor notices. In a dispute? The will contest and inheritance dispute wizards map your standing, grounds, and the short limitation windows that can end a claim before it starts. Canada and US coverage throughout, free and confidential in your browser.

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Frequently Asked Questions

What happens if I die without a will?
Provincial or state intestacy rules decide everything: your spouse takes a preferential share ($350,000 in Ontario) plus a portion, children split the rest, common-law partners often receive nothing, and a court chooses your children's guardian. The will wizard maps intestacy onto your actual family situation.
How long do I have to contest a will?
Very little in some routes: Ontario dependant support claims are generally limited to 6 months from probate, and some US states allow as little as 90 days after notice for will contests. If the estate is being distributed, urgency is immediate — run the contest wizard now.
What does an executor actually have to do?
Secure the assets, apply for probate if required, notify creditors, file the deceased's terminal tax return, obtain a tax clearance certificate, then distribute — in that order. Distributing before clearance makes the executor personally liable for the estate's tax debts. The roadmap wizard sequences all of it.
How much does probate cost?
It varies enormously: Ontario's estate administration tax is roughly 1.5% of estate value (first $50,000 exempt), Alberta caps fees at $525, and US filing fees are typically hundreds of dollars, with attorney fees extra. The probate readiness wizard estimates exposure and identifies assets that bypass probate entirely.
Do these cover both Canada and the US?
Yes — each wizard asks your jurisdiction first and adjusts intestacy shares, probate taxes, deadlines, and document names (POA vs durable power of attorney vs healthcare proxy) accordingly.

These tools provide general legal information only — not legal advice. They do not predict outcomes and do not replace consultation with a qualified lawyer. If you have an urgent legal matter, contact a lawyer immediately.

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