Estate Organizer in Ontario
A will says who gets what. The Estate Organizer records what there actually is — so the people you leave behind in Ontario 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 Ontario
- You may deposit a will or codicil for safekeeping with a Superior Court registrar. During your lifetime it can be deposited by you, someone you authorize in writing, certain lawyers or representatives holding wills, a trust corporation representative, or someone authorized by court order. The affidavit of execution may be deposited at the same time. Source: Estates Act, R.S.O. 1990, c. E.21, s. 2; Rules of Civil Procedure, R.R.O. 1990, Reg. 194, r. 74.02(1)-(7.2).
- 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 Ontario?
You may deposit a will or codicil for safekeeping with a Superior Court registrar. During your lifetime it can be deposited by you, someone you authorize in writing, certain lawyers or representatives holding wills, a trust corporation representative, or someone authorized by court order. The affidavit of execution may be deposited at the same time. Source: Estates Act, R.S.O. 1990, c. E.21, s. 2; Rules of Civil Procedure, R.R.O. 1990, Reg. 194, r. 74.02(1)-(7.2).
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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