Wills & Estates Life Organizer – Professional Client License
Wills & Estates Life Organizer – Professional Client License
Help your clients organize the practical details that often sit outside the legal documents themselves.
The Wills & Estates Life Organizer is a 50-page fillable and printable workbook designed for estate lawyers, wills and estates professionals, and legal professionals, and advisors to provide to clients as a practical companion to formal estate planning.
It helps clients keep important personal, household, financial, digital, and estate-related information together in one organized place, while making it clear that the workbook does not replace a valid will, power of attorney, or professional legal advice.
The organizer includes both core life-administration pages and profession-specific estate planning sections such as an estate planning document checklist, will details, powers of attorney, executor roadmap, beneficiary information, property and valuables, digital estate planning, funeral documents, gifts and personal wishes, and questions for an estate lawyer.
What's Included
- 50-page fillable + printable PDF
- Wills & Estates Life Organizer
- Personal and emergency information
- Banking, debt and household information
- Password and digital access planning
- Important document locator
- Hospitalization and emergency planning
- Funeral and celebration-of-life information
- Estate planning document checklist
- Will details
- Power of attorney – property
- Power of attorney – personal care
- Executor roadmap
- Beneficiary and designation locator
- Real property and ownership
- Personal property and valuables
- Digital estate information
- Funeral and burial documents
- Gifts, legacies and personal wishes
- Questions for an estate lawyer
- Professional meeting notes
- Family conversation notes
- Final emergency cheat sheet
Choose Your Professional Client License
Starter License — $99 CAD
Licensed for distribution to up to 10 individual clients or households.
Professional License — $179 CAD
Licensed for distribution to up to 25 individual clients or households.
Professional Plus License — $299 CAD
Licensed for distribution to up to 50 individual clients or households.
Team License — $499 CAD
Licensed for distribution to up to 100 individual clients or households.
Need more than 100 client licenses?
Contact us for custom firm, office, or practice pricing.
How the License Works
You receive one master digital copy of the Wills & Estates Life Organizer.
Your selected license gives you permission to print or privately distribute the organizer to the number of clients or households included in your purchased tier during the 12-month license period.
For example, purchasing the 25-client license allows you to provide the organizer to up to 25 clients. You do not need to download the PDF 25 separate times.
You May
- Print copies for your licensed clients
- Email or privately provide the fillable PDF to your licensed clients
- Use the organizer during estate-planning meetings
- Provide it as a client-appreciation or follow-up resource
- Use a combination of printed and digital copies within your purchased client limit
You May Not
The master PDF may not be:
- Resold as a standalone product
- Posted publicly online
- Uploaded to an unrestricted website or shared drive
- Shared with other professionals or businesses
- Distributed beyond the number of client licenses purchased
- Altered and resold as your own product
Additional distribution requires an additional license.
A Practical Companion to Estate Planning
Formal estate documents are essential, but families also need to know the practical details: where documents are kept, who to contact, what accounts exist, where passwords are managed, and what wishes have been discussed.
This organizer helps clients bring those details together in one place, making it easier for the people they trust to know where to begin.
