How it works
Twenty-odd minutes, in the right order.
The whole process, honestly described — including the moment we ask for money, which comes after you have read the finished document, not before you have seen anything.
01
About you and your family
≈ 5 minutes
Name, province, date of birth, marital status, children, pets. Nothing exotic — but every answer reshapes what follows. Tell us you live in British Columbia and the witness rules, spousal definitions and signing instructions all switch to BC's; tell us you have no children and you will never see a guardianship question.
The questionnaire is a graph, not a form. The engine computes which sections your situation requires — spouse, guardians, pet care, RESP clauses — and skips the rest.
02
Your estate
≈ 8 minutes
What you own and what you owe: the home, vehicles, accounts, investments, personal and digital property, and the debts against them. Each asset takes a value, a location and notes, and anything you record here becomes part of your permanent estate record — not just an input to the will.
Then the giving: specific gifts to specific people, charitable bequests with proper CRA registration numbers, and the residue divided by percentages. The engine checks the arithmetic — shares that do not total 100% simply cannot proceed — and every beneficiary gets a contingency: what happens if they die before you.
03
Your people and your wishes
≈ 5 minutes
Executors and backups. Guardians for minor children, and trustees for their inheritance with the age you choose. Pet guardians. Attorneys for property and personal care, with your wishes on pain management and life-prolonging treatment recorded in your own words.
People are contacts, not text fields: enter your sister once and she is available as executor here, beneficiary there, emergency contact elsewhere — with her details in one place when anything changes.
04
Read, approve, pay, sign
≈ 5 minutes + signing
Now the part we are stubborn about. The complete will is generated and shown to you — every clause. Read it. If the residue split is not what you meant, go back; it regenerates. Only when you approve do we ask for payment: $15 until October 31, 2026, then $29.
Download the package: your will, your powers of attorney, and signing instructions written for your province — how many witnesses, who is disqualified, whether video counts where you live, and the affidavit worth swearing while your witnesses are still in the room. Print, sign, store, and tell your executor where it is.
And afterwards
The plan keeps living after the ink dries.
This is the part that makes us different from a document shop — theestate record is the product you keep using.
What happens after I sign?
Your account becomes the long-term home of your plan: the estate record stays live, documents can be re-downloaded, and updating anything is free. We remind you when your plan has not been reviewed in a while — most wills fail by going stale, not by being wrong on day one.
Can other people work on the plan with me?
Yes — estate plans live in spaces you can share. Invite your spouse as an admin, your executor as a viewer, or your lawyer with the dedicated lawyer role. Each person gets their own access; nobody shares passwords.
What does my executor see?
Whatever you choose to share, read-only: the will's location, the asset and liability record, key contacts and documents. They cannot edit anything, and they do not get your account.
What if my situation is too complicated?
Then we say so. The questionnaire flags situations — a disabled beneficiary needing a Henson trust, foreign property, business succession — where a questionnaire is the wrong tool, and points you to a lawyer instead of pretending. The honest list.
Step one starts now.
No card, no commitment — payment only happens at step four, after you have read your will. $15 until October 31, 2026.