Seniors · Alberta

Estate Organizer for Seniors in Alberta

Your digital death book, written with people over 60 in mind — kept in the same Vault as your will.

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Kept beside your willSecure Vault storageTrusted by families
Succession Wills document

What people over 60 should know

  • The longer the life, the longer the paper trail: decades of accounts, pensions and policies are hard for an executor to piece together from a filing cabinet.
  • Record pensions, registered accounts and investments under Investments & Retirement, with the institution and a contact person for each.
  • List every insurance policy, so the people you leave behind know what to claim.
  • Decide, record by record, what your executor sees after death and what the people you share with can see now.
  • Alberta operates a registration system for international wills, not a general registry for ordinary Alberta wills. Source: Wills and Succession Act, SA 2010, c W-12.2, ss 46(c)-(d), 51, 55, 57; International Wills Registration System Regulation, Alta Reg 8/2012, ss 1-3.

Frequently asked questions

Why do people over 60 need an estate organizer?

The longer the life, the longer the paper trail: decades of accounts, pensions and policies are hard for an executor to piece together from a filing cabinet.

How will my family find my will in Alberta?

Alberta operates a registration system for international wills, not a general registry for ordinary Alberta wills. Source: Wills and Succession Act, SA 2010, c W-12.2, ss 46(c)-(d), 51, 55, 57; International Wills Registration System Regulation, Alta Reg 8/2012, ss 1-3.

Does an estate organizer replace my will?

No. It is a record for your executor and family. It does not decide who inherits — your will does that.

What does the Estate Organizer cost?

It is included in your Vault. Your will is free.

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Your will is free, and your Vault keeps the Estate Organizer and the planning tools beside it.

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