Homeowners · Alberta

Retirement Planning for Homeowners in Alberta

Planning tools for the money side of retirement, written with homeowners in mind — kept in the same Vault as your will.

Start my free will Your will is free · Included in your Vault
Kept beside your willSecure Vault storageTrusted by families
Succession Wills document

What homeowners should know

  • For most homeowners the house is the biggest asset and the mortgage the biggest debt — both belong in the plan.
  • Record your home and mortgage once in your Estate Organizer; your net worth builds from those records.
  • See the payoff order for your debts, and what each one is really costing.
  • Plan monthly spending against what you actually spend.
  • How an old will stops counting in Alberta: You can revoke a will only by making a later will, making a valid written revocation using will formalities, destroying the will with the intention to revoke it, or having someone destroy it in your presence and at your direction with that intention. Revocation does not revive an earlier will; revival requires a new will or re-execution showing intent to revive. Source: Wills and Succession Act, SA 2010, c W-12.2, ss 23, 24, 37.
Start my free will

Frequently asked questions

Why does retirement planning matter for homeowners?

For most homeowners the house is the biggest asset and the mortgage the biggest debt — both belong in the plan.

How does an old will stop counting in Alberta?

You can revoke a will only by making a later will, making a valid written revocation using will formalities, destroying the will with the intention to revoke it, or having someone destroy it in your presence and at your direction with that intention. Revocation does not revive an earlier will; revival requires a new will or re-execution showing intent to revive. Source: Wills and Succession Act, SA 2010, c W-12.2, ss 23, 24, 37.

Is this financial advice?

No. The tools do arithmetic on the figures you enter. They are estimates for your own planning, not financial advice.

What do the retirement planning tools cost?

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

Start your free will today

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

Create my free will