Will Drafting Checklist (Canada)

Form Template

The Will Drafting Checklist mobile app offers a helpful list of items that must be completed by the executor and the individual when creating a last will and testament.

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This useful checklist should be used when creating a will, which specifies what happens with personal property, the estate, children and other areas in the event of an individual's death.


The app covers how to appoint beneficiaries, details about the estate plan, appointing witnesses and an alternate executor, and other important details. The app helps ensure that the last will and testament has everything required to be viewed as a legal document by the courts.

Features
  • Submission Editing
  • Reference Data
  • Dispatch
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Platforms
  • iPhone
  • iPad
  • Android
  • Windows
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Integrations
  • Quickbooks
  • Salesforce
  • Google Docs
  • Dropbox
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