Making a will and setting up powers of attorney are two of the most important legal steps you can take to protect your family. But when you sit down with your lawyer for the first time, you may be surprised by how many details are involved. Who should be your executor? Who would care for your children if something happened to you? How should your estate be divided? What assets do you actually own, and in whose name are they held?
This worksheet was designed to help you answer all of those questions before your appointment. Completing it in advance means your consultation will be more productive, more focused, and ultimately less expensive, because your lawyer will not need to spend billable time collecting basic information.
What the Worksheet Covers
The worksheet is organised into three parts that mirror the documents your lawyer prepares: your last will and testament (executor, guardianship of children, and how your estate is divided), your powers of attorney for property and for personal care, and a full inventory of your assets and liabilities. Fill it out at your own pace, skip anything that does not apply, and bring it to your appointment.
Download the Free Worksheet
13 pages. Fillable PDF. Covers your will, POAs, and asset inventory.
Related Resources
If you are preparing your estate plan, you may also find these resources helpful. Our Wills & Estate Planning FAQ answers common questions about wills, executors, and the probate process in Ontario. If you want to understand how powers of attorney work in more detail, see our Powers of Attorney FAQ. And if you have already lost a loved one and need to administer an estate, our Executor's Checklist for Estate Administration provides a step-by-step task list for the entire process.
Need Help With Your Will in Peterborough?
If you are ready to make or update your will and powers of attorney, we are here to help. At Bussey Ainsworth, we have been helping families in Peterborough and the Kawarthas plan their estates since 1988. We will walk you through every decision, explain your options in plain language, and make sure your documents reflect your wishes.
Call us at (705) 749-0628 or book a consultation to get started.
This page is for general information only and does not constitute legal advice. Estate planning laws vary across Canadian provinces. Please consult with a lawyer in your jurisdiction before making decisions about your will or powers of attorney.