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Estate Planning Checklist For Albertans

A simple, lawyer‑built checklist so nothing gets missed.

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Why  Start With an estate planning checklist?

Estate planning involves many moving parts — wills, executors, guardians, attorneys, and healthcare decisions. It’s normal to feel unsure where to begin. This checklist breaks the process into clear, manageable steps so you always know what comes next.

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Fill out the short form below and get the complete checklist delivered instantly.

what's inside the checklist

This checklist highlights the key decisions and information you’ll need to prepare your estate plan the right way. The full version expands each item with examples and clear lawyer guidance.

Here's what you'll start thinking about

  • Who you want to appoint for key decision‑making roles
  • How you’d like your assets distributed
  • Important family details and unique circumstances
  • A clear list of your property, accounts, and insurance
  • Your preferences for medical care and living arrangements
  • Which documents you’ll need to put everything in place

What to Think About Before You Start Planning

Estate planning involves a few important personal decisions. Thinking about these ahead of time makes the process smoother and far less stressful.

  1. Who will manage your estate
  2. Who will care for your children
  3. How you want your assets distributed
  4. Instructions for loved ones with unique needs
  5. Preferences for medical and end‑of‑life care

what happens after you download the checklist?

Step 1: Get Organized

Review the checklist and gather the essential information about your wishes, your family, and your assets. This helps you see the big picture clearly.

Step 2: clarify your key decisions

Think through who you trust to manage your estate, who will care for your children, and how you’d like your assets handled. Many people find they already know more than they thought.

Step 3: Identify any gaps or questions

As you work through the checklist, you’ll naturally notice areas where you need guidance — that’s the point. It helps you feel prepared, not overwhelmed.

Step 4: take the next step when you're ready

When you’ve gathered your details, your next step is to complete the Estate Planning Questionnaire or contact us if you'd prefer to speak with someone before getting started. The checklist helps you prepare so your initial consult—whether included in your plan or booked separately—is focused, efficient, and easy to navigate.

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What Our Clients Say

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Great customer service, super caring, and the Kahane law office helped me clarifying all questions we had. Used this office twice now and everything went super smooth. Highly recommend!

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Evan Clarke was extremely helpful preparing our wills for us. He was very diligent, well prepared and caring. I highly recommend using his services or that of his colleagues.

Estate Planning Doesn’t Have to feel overwhelming

Most people put off estate planning because it seems complex or emotionally heavy. In reality, getting started is often the most empowering part. Once you understand the key decisions and see everything laid out clearly, the process becomes far more manageable.

A simple checklist gives you structure, helps you organize your thoughts, and removes the guesswork. It lets you move at your own pace while knowing you’re handling things the right way — with clarity, intention, and confidence.

Ready to Get the Checklist?

Get the step-by-step guide that makes estate planning clear and manageable.

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Frequently Asked Questions

Do I need a lawyer to create an estate plan?

Not necessarily. But a lawyer ensures your documents meet Alberta legal requirements and reflect your wishes clearly, which helps prevent family disputes and costly mistakes.

What if my situation is simple?

Even simple estates benefit from clear instructions and properly prepared documents. A checklist helps you identify decisions you may not have considered.

What documents do I actually need?

Most Albertans need a Will, an Enduring Power of Attorney, and a Personal Directive. Your checklist explains each one in plain language so you understand their purpose.

How long does it take to complete the checklist?

It is designed more as a tool to help you manage the estate planning process, it is not a questionnaire to fill out. It may take months depending on how quickly you can complete the different steps. It’s designed to be simple, clear, and easy to use.

What happens after I download it?

You’ll get immediate access. From there, you can complete the Estate Planning Questionnaire or contact us directly if you prefer guidance.

get the checklist

Take the first step toward a clear, confident estate plan

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contact us Today

If you’d rather talk with someone before taking the next step, we’re here to help. Send us a quick message below and our team will get back to you — usually the same day. Prefer to call? We’re happy to chat.

 780-571-8463Serving All Of Alberta
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