Seniors · British Columbia

Estate Organizer for Seniors in British Columbia

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

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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.
  • 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.
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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 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.

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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