Estate Organizer in British Columbia
A will says who gets what. The Estate Organizer records what there actually is — so the people you leave behind in British Columbia can find it.
Nine plain categories
Bank & cash, investments & retirement, property, vehicles & valuables, business interests, insurance, digital assets, subscriptions, and debts & liabilities.
You choose who sees what
Set each record to your executor after death, the people you share with now, or only you.
The people who matter
Name executors, beneficiaries, guardians, professionals and trusted contacts, and link them to the records they will need.
Notes for your executor
Add the institution, the account or reference number, a contact person and a note — and mark what is jointly held, has a named beneficiary or passes outside your will.
Where your family will find your will in British Columbia
- British Columbia operates a notice-of-will system through the registrar general/Vital Statistics. It records notices about a will's existence and location; it is not where your actual will is stored. Source: Wills, Estates and Succession Act, SBC 2009, c 13, ss. 73-78; Supreme Court Civil Rules, BC Reg 168/2009, Rule 25-3(2)(d).
- Filing a wills notice is voluntary. Your will is not invalid because you did or did not file a notice. Source: Wills, Estates and Succession Act, SBC 2009, c 13, ss. 73, 78.
- Your Estate Organizer is your digital death book. In your Vault it is called the Estate Admin Hub.
- It sits in the same Vault as your will, so the record of what you own is kept beside the document that says who gets it.
Frequently asked questions
How will my family find my will in British Columbia?
British Columbia operates a notice-of-will system through the registrar general/Vital Statistics. It records notices about a will's existence and location; it is not where your actual will is stored. Source: Wills, Estates and Succession Act, SBC 2009, c 13, ss. 73-78; Supreme Court Civil Rules, BC Reg 168/2009, Rule 25-3(2)(d). Filing a wills notice is voluntary. Your will is not invalid because you did or did not file a notice. Source: Wills, Estates and Succession Act, SBC 2009, c 13, ss. 73, 78.
What is an estate organizer?
A digital death book: one organized record of your accounts, property, insurance, digital assets, subscriptions and debts, with notes for your executor. In your Vault it is called the Estate Admin Hub.
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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