Your guide to estate readiness.
Practical resources to help you get organized, protect your family, and make sure your plan actually works when it’s needed. Every guide falls under one of the three pillars below.
Estate ReadinessMarch 23, 20266 min read
Estate Planning vs Estate Readiness: A Will Isn't Enough
Having a Will is only part of being prepared. Learn Estate Kit's three-part framework for legal, information and human readiness.
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Latest articles
Information ReadinessAugust 20, 202615 min read
Unclaimed Money in Canada: Where to Search for Lost Assets
Forgotten bank accounts, lost pensions and old policies sit in separate Canadian registries. Here is where and how to search, province by province.
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Information ReadinessMarch 16, 20265 min read
How Executors Find Bank Accounts and Assets After a Death
Learn how executors piece together bank accounts, investments, insurance and other assets after a death, and why organized records make the search easier.
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Legal ReadinessMarch 9, 20265 min read
What Happens to Your Bank Accounts When You Die?
What happens to bank accounts after someone dies? Learn why access may be restricted, what an executor may need to provide and how joint accounts can differ.
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Human ReadinessMarch 2, 20265 min read
Should You Leave a Letter Explaining Your Will?
A Will says what happens, not why. Learn when a letter explaining your decisions helps your family, and what it should cover.
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Legal ReadinessFebruary 23, 20269 min read
What Is Estate Planning? A Practical Guide for Canadians
Learn what estate planning covers in Canada, including Wills, Powers of Attorney, incapacity, beneficiaries and the decisions your family may one day rely on.
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Legal ReadinessFebruary 23, 20268 min read
Dying Without a Will in Canada: Who Actually Inherits
Who inherits when someone dies without a Will in Canada? See how Ontario and BC intestacy rules differ and where common-law partners stand.
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Legal ReadinessFebruary 16, 20266 min read
Why Being Next of Kin Gives You No Legal Authority
Being next of kin does not automatically give someone financial authority. Learn why legal authority matters and what can happen when no document is in place.
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Legal ReadinessFebruary 9, 20266 min read
The 3 Estate Planning Documents Every Canadian Needs
Wills and Powers of Attorney cover different situations. Learn the 3 core estate planning documents and why the terminology varies across Canada.
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Legal ReadinessFebruary 2, 20267 min read
15 Questions to Answer Before You Make Your Will
Before you make your Will, work through 15 decisions about executors, guardians, beneficiaries, trusts, debts, taxes, digital assets and more.
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