BC will-preparation worksheet
Organise your questions before making a will. Read it here, print it, or download the three-page worksheet.
Preparation only. This worksheet is not a will, legal advice, or an appointment of an executor or guardian. Do not sign it as a will. Use it to prepare for advice about your circumstances.
The full worksheet is also below in accessible web text. There is nothing to submit and no information to type into this website. Work on a private paper or downloaded copy.
1. People to discuss
Who would you consider as executor, and as a backup? Have you asked them? If you have children who may need a guardian, note the people you want to discuss with your adviser. These notes do not appoint anyone.
2. Your family and questions
List relationships or responsibilities your adviser should understand: a spouse or partner, children, dependants, a previous relationship, or someone receiving disability benefits. Use initials if you prefer. Leave sensitive details for a private conversation.
3. Assets, debts and existing arrangements
Make a broad list of property, savings, investments, insurance, business interests and debts. Note jointly held assets and any existing beneficiary designations so your adviser can check them. Do not put passwords, account numbers or identity numbers on this worksheet.
4. Documents to locate
Find your current will, any power of attorney or representation agreement, relevant ownership records, beneficiary-designation information and any separation or family agreements. Note where each is kept. Ask your adviser which documents they need and how to share them securely.
5. Compare the full quote
Ask what documents and advice the fee includes, whether taxes and signing appointments are extra, how many revisions are included, and what future updates cost. Tell the office about step-free access, large print, interpretation, extra time or other adjustments you need.
6. Your next appointment
Write three questions and one next step. Choose an adviser, request a written quote, or gather a missing document. Confirm how the final documents will be signed, witnessed and stored. Keep this completed worksheet private; do not send it to WiseWill.
Read next
Compare what is included in a will quote · Questions for an estate lawyer · Checklist for settling an estate
Sources and review
Preparation guidance checked against BC government estate-planning guidance and People’s Law School: preparing your will on October 5, 2026. This is an editorial source check; independent legal review has not been completed.