Seniors · Ontario

Estate Organizer for Seniors in Ontario

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.
  • 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).
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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 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).

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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