Family Will Builder — FamilyFunds

🏦 Estate Assets

List the assets that will form your estate. This helps determine the scope of your Will and guides your executor. Be as specific as possible.

0/14 answered

Do you own real estate?

Yes No

Real estate — addresses and estimated current values (one per line)

Bank accounts — institutions (do not include account numbers)

RRSP/RRIF accounts — institutions and estimated total value

TFSA accounts — institutions and estimated total value

Pension plans (employer or government) — details

Non-registered investment accounts — institutions and estimated value

Vehicles — make, model, year, estimated value

Life insurance policies — insurer, approximate death benefit, current beneficiary designation

Business interests — type of business, your ownership percentage

Cryptocurrency and digital assets — platforms and approximate value

Valuable personal property (jewelry, art, collectibles, antiques)

Outstanding mortgages or significant debts

Do you have assets outside Canada (foreign property, foreign bank accounts)?

Yes No

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⚠️ Legal Disclaimer: This tool generates a guided Will draft based on your answers and Canadian legal templates. The output is for informational purposes only and does not constitute legal advice. You must have your Will reviewed by a qualified Canadian lawyer and executed with two witnesses before it is legally valid. Laws vary by province — consult a lawyer for your specific situation.

📜 Family Will Builder

🏦 Estate Assets

FamilyFunds Access