Checklists — Canadian guides
Practical, printable checklists for the moments when nobody wants to be reading a long article. First 48 hours after a death. Executor's first 30 days. Pre-planning conversation list. Document storage location list. Each checklist is free, downloadable, and designed for real Canadian use — not US-imported templates. Personalized auto-generated checklists are part of the Life Discovery Kit.
Canadian Estate Planning Checklists — The Complete Index
Free, printable Canadian checklists for every stage — gathering documents before you write a will, keeping your plan current, the first 48 hours after a death, and the executor's first 30 days. Plain-language and province-aware.
All articles
Annual Estate Plan Review Checklist — Is Your Canadian Will Still Current?
A free annual review checklist for Canadian estate plans. 30 minutes a year keeps your will, designations, and family records current.
Bank, Credit Card and Investment Notification Checklist — Canadian Executor's Guide
A free printable checklist of every financial institution to notify after a Canadian death. Big 5 banks, credit cards, brokerages, with the sequence to follow.
Digital Account and Password Inventory Checklist — Canadian Estate Planning
A free printable checklist for documenting your digital life — email, social media, cloud storage, subscriptions, crypto. So your family can find and close what needs closing.
Documents to Gather Before Writing Your Will — A Canadian Checklist
A free printable checklist of the documents and information Canadians should gather before writing their will. Save hours of back-and-forth with a lawyer or DIY tool.
The Executor's First 30 Days — A Canadian Action Checklist
A free printable checklist for new Canadian executors. Week-by-week actions for the first 30 days, from death certificate to probate application.
First 48 Hours After a Death — A Canadian Checklist
A free printable Canadian checklist for the first 48 hours after a death. What to do, who to call, what documents to gather, what can wait.
Funeral Pre-Planning Decision Checklist — Canadian Guide
A free printable Canadian checklist of the funeral decisions worth making in advance. Burial, cremation, religious elements, costs, and pre-arrangement options.
Government Benefits Notification Checklist — Federal and Provincial Canadian
A free printable Canadian checklist for notifying every federal and provincial government program after a death. CPP, OAS, GIS, GST credit, provincial benefits.
New Baby, New Home, New Marriage — Life Events Estate Update Checklist
A free printable Canadian checklist for updating your estate plan after major life events. Marriage, baby, divorce, new home, retirement, illness — what to update and when.
Pre-Planning Conversation Checklist for Canadian Couples
A free printable checklist of the conversations Canadian couples should have about wills, estate planning, end-of-life wishes, and finances before they're needed.