Free Resource · Surrey, BC

Estate Planning Organizer

Gather everything your family will need — assets, beneficiaries, executor, guardianship wishes — in one place, before you sit down with a lawyer or notary. A free, fillable worksheet from Prime Insurance.

Download the free organizer (PDF) How wills work in BC

A head start on your estate plan

Most people put off estate planning because the first step feels overwhelming. This organizer breaks it down: a clear, fillable PDF that walks you through what you own, who you'd want to look after things, and what your wishes are — so the conversation with your lawyer or notary is faster and far less stressful.

This is an organizer, not a will. Filling it in does not create a legal document. In British Columbia, a valid will must be signed and witnessed under the rules of the Wills, Estates and Succession Act — a lawyer or notary can make sure it's done right. Use this worksheet to get organized, then take it to a professional to make it official.

What's inside

Your people

Spouse, children and dependents, plus the executor and guardian you'd want — first choice and a backup.

What you own

Real estate, bank and investment accounts, registered plans, vehicles and valuables, with space for joint ownership and beneficiaries.

Life insurance & debts

Policies and beneficiaries alongside mortgages, loans and balances owing, so the full picture is in one place.

Beneficiaries & gifts

Who should receive what, including specific gifts, heirlooms and charitable wishes.

Digital & documents

Where your important papers and digital accounts live — without writing down a single password.

Final wishes

Burial or cremation, service preferences, organ donation, and notes to discuss with your family.

How to use it

  1. Download and fill it inThe PDF is fillable on your computer, or print it and write by hand. Take your time — you don't have to finish in one sitting.
  2. Keep it with your recordsStore it where your family can find it. Review and update it once a year, or after any big change.
  3. Take it to a lawyer or notaryBring the completed organizer to your appointment. It does the gathering work so your professional can focus on getting your will and estate documents right.

Download the Estate Planning Organizer

Free, fillable PDF. No email required. Print it or complete it on screen.

Download the PDF

Questions about beneficiaries or life insurance?

Life insurance and registered accounts usually pass directly to the people you name as beneficiaries — outside your will. Making sure those designations are current is one of the simplest, highest-impact things you can do. Our advisors are happy to review yours.

Talk to an advisor

Prime Insurance provides this organizer as a free general resource. It is not legal advice and does not create a will or any other legal document. Prime Insurance does not prepare wills. For advice about your specific situation, and to prepare a valid will under British Columbia's Wills, Estates and Succession Act, consult a lawyer or notary. Prime Insurance · 150-8888 152A St, Surrey, BC V3R 0V7 · 604-582-0557.