Ontario Cohabitation Agreement

Have you made a Will yet?

Why should I make a will?

If you were to die intestate (without a valid Will), your loved ones will have to pay court costs and legal fees to administer your estate. They already have enough to deal with after your passing - you can spare them the extra expense and trouble by making a will.

If you own real estate or other assets, whether in Canada or outside of the country, you need to have a Will to make sure your property is distributed in accordance with your wishes.

What is included in the Canada Legal Will Kit and Estate Plan?

This complete Legal Will Kit and Estate Plan for Canadian residents includes everything you need to make your will:

• Last Will and Testament form, with instructions to help you complete the document. Special instructions for Quebec.
• Guide to Making a Will in Canada, which contains information and things you need to know to help you through the process of preparing your Will.
• Legal Requirements for each province and territory.
• Will Information Sheet which is a checklist of information you will need to compile in order to complete your Will.
• Organ Donor Information.
• Estate Plan and Questionnaire developed by a financial planner, to help you decide how you want all your property, investments, stocks and other assets to be preserved during your lifetime and distributed after your death.
• How to Choose an Executor and a Guardian for Minor Children.
• Affidavit of Execution of Will forms as required for Alberta, Manitoba, New Brunswick, Newfoundland & Labrador, Nova Scotia, Northwest Territories, Ontario, Saskatchewan and Yukon.

How do I order the Will Kit?

Just add it to your cart and check out. Your complete Canada Legal Will Kit and Estate Plan will download automatically immediately after purchase.

Are the forms legal across Canada?

This English-language will kit can be used in all provinces and territories. A French-language will is available on request. Please contact our Support Team for details.

Put together all the information you need to create your estate plan with this comprehensive Estate Planning Checklist & Questionnaire for Canadian residents.

What is an estate plan and why do I need one?

The purpose of an estate plan is two-pronged: (1) after your death, to distribute your estate assets to the people or organizations that you designate, and (2) while you're still living, to give someone you trust the authority to make financial and healthcare decisions for you if you become unable to do so.

That's a simplified version, but it pretty much sums up the essence of an estate plan. 

The documents that make up your estate plan will include a Will (sometimes accompanied by the formation of a testamentary trust), a Power of Attorney for financial matters, and a Personal Directive (also called a Living Will, Healthcare Directive or Medical Directive), for healthcare and personal care matters.

Every person who owns assets, investments, or personal property that they want passed on to family members or others needs to have a Will, so that your property and personal items are distributed according to your wishes.

And each of us faces the uncertainty of a future time where we may no longer be able—whether physically or mentally—to make decisions for ourselves.

That is why every Canadian adult should make an estate plan—to ensure your wishes are followed, and to give both you and your loved ones peace of mind.

Learn more about making an estate plan in Canada.

What is the scope of this questionnaire?

The Estate Planning Checklist & Questionnaire will help you compile the data and provide the answers your legal and financial advisors will need to prepare your estate plan documents (will, trust, power of attorney, health care directive, etc.).

The Questionnaire will assist you in pulling together information your advisors and executors will need regarding:

• personal and family information
• assets and investments in your name, or jointly held with others
• life insurance policies
• liabilities you are responsible for
• business information, including farming interests
• personal balance sheet and income statement
• a list of documents your legal and financial advisors will want to review
• digital assets and online accounts

There are two versions of the digital assets section. One version is for your executors, which includes log-in details and information about:

• email accounts
• websites and domains you own
• social media, blogs and other user-generated content
• shopping accounts
• affiliate accounts and online revenue streams (such as Etsy, EBay, Amazon Handmade, Kijiji, etc)
• cryptocurrency accounts
• online banking and investment accounts

The other version of this digital assets section is for your lawyer and financial advisor, and does NOT include any usernames, passwords, passkeys, codes or other log-in details.

Once you have answered all questions in each section, you and your advisors will be able to prepare your estate plan documents with ease.

Learn more about digital assets:  What is a digital footprint? Should it be part of your will?

Templates for Canadians by Canadians

This document makes references to Canadian taxes and registered savings plans, but could be used in other countries with relatively minor changes to the specific questions.

The Estate Planning Checklist & Questionnaire for Canada is available as a downloadable MS Word template. You can reuse this document for other members of your family. Buy once, use as often as you like.

Our document templates are created by human professionals, in some instances with assistance from AI tools. They are always reviewed, vetted and finalized by humans. 

MegaDox.com—supplying you with the documents you need to manage your business and your life since 1999.

Prepare annual resolutions for a family trust in Canada with this easy-to-use forms package which contains:

• Trustee resolutions naming the records office, appointing the accountants, and confirming the acts of the trustees.
• Trustee resolutions resolving that all income allocations and expense payments required to be made have been or will be made for the year, and that the trust will not be liable for income tax under Part 1 of the Income Tax Act (Canada).
• This forms package is a downloadable MS Word file containing all of the resolutions. Fully editable and easy to use.
• Intended to be used only in Canada.

Launch a lawsuit in Ontario with this downloadable template Statement of Claim form.

• The form is used to file a claim, pursuant to the procedures set forth in the Courts of Justice Act.
• Available in MS Word format.
• Click the link to download the form directly from the Ontario Court Forms website.
• For use only in the Province of Ontario, Canada.

Ontario Continuing Power of Attorney Form (Property) – Downloadable Legal Template for Ontario Residents

Protect your finances, property, and legal affairs with this professionally drafted Ontario Continuing Power of Attorney for Property form.

This easy-to-use legal template allows Ontario residents to appoint a trusted person to manage financial and property matters if they become unable to do so themselves.

Whether you are planning for illness, disability, aging, travel, or simply preparing for the unexpected, having a properly prepared Power of Attorney in Ontario is an essential part of responsible legal and estate planning.

This downloadable template is fully editable, simple to complete, and designed specifically for use under Ontario provincial laws.

Why Should You Have a Power of Attorney in Ontario?

A Power of Attorney (POA) is one of the most important legal documents you can prepare.

Without a valid Power of Attorney, your family may face significant delays, legal expenses, and court applications if you become unable to manage your financial affairs due to:

• Illness or hospitalization
• Cognitive decline or dementia
• Serious accident or injury
• Temporary or permanent disability
• Extended travel or absence from Canada
• Age-related incapacity

A properly prepared Ontario Continuing Power of Attorney for PRoperty helps ensure someone you trust can immediately step in and manage your affairs when needed.

Preparing this document now can save your family time, stress, and unnecessary legal costs later.

What Is an Ontario Continuing Power of Attorney for Property?

A Continuing Power of Attorney for Property is a legal document that allows you (the grantor) to appoint another person (called your attorney) to manage your financial and property matters on your behalf.

The word “continuing” means the document remains legally valid even if you later become mentally incapable of managing your own affairs.

In Ontario, this legal authority is governed by the Ontario Substitute Decisions Act, 1992.

Unlike a general power of attorney, a continuing power of attorney is specifically designed for long-term incapacity planning.

What Can My Attorney Do Under This Power of Attorney?

The person you appoint as your attorney will have the legal authority to manage your financial and property matters on your behalf.

Depending on the instructions you provide, your attorney will have the power to:

• Access and manage your bank accounts
• Pay bills and ongoing household expenses
• Buy, sell, or manage real estate
• Handle your investments and financial accounts
• Manage pensions and retirement income
• File your income taxes and communicate with government agencies
• Sign contracts and legal documents related to your property
• Manage your business interests and commercial assets

You may also impose specific restrictions, limitations, or conditions on your attorney’s authority if you choose.

This flexibility allows you to tailor the document to your individual circumstances.

Does This Document Cover Health Care Decisions?

No. This document applies only to financial and property matters. It does not authorize your attorney to make health care, medical treatment, or personal care decisions on your behalf.

In Ontario, decisions relating to medical treatment and personal care are handled separately through a Power of Attorney for Personal Care. 

When Does this Power of Attorney Take Effect?

You can choose when your Ontario Continuing Power of Attorney for Property becomes effective:

• Immediately after signing—Your attorney can begin acting for you as soon as the document is properly signed and witnessed.

This option is a good choice if:

• • You travel frequently.
  • You need help managing your finances now.
  • You want someone to assist with banking, business or property management.
    
    
• Only if you become mentally incapable—You may choose to have the document take effect ONLY if you become incapable of managing your own affairs at some future time.

This option is commonly used for long-term estate planning and incapacity planning.

You remain in full control of the timing.

Who Should I Choose as My Attorney?

You should appoint someone you trust completely. Many Ontario residents choose:

• A spouse or partner
• Adult children
• A close family member
• A trusted friend
• A professional advisor in certain situations

Your attorney will have significant legal authority over your finances and property, so choosing the right person is extremely important.

What Is Included With This Ontario Power of Attorney Template?

Your download includes:

✓ Professionally drafted Ontario Continuing Power of Attorney for Property form in MS Word format

✓ Plain-language instructions for completing the document

✓ Helpful explanations for each section of the form

✓ Answers to frequently asked questions

✓ One download can be used by multiple members of the same household

✓ Designed specifically for Ontario, Canada.

Is This Power of Attorney Form Legally Valid in Ontario?

Yes. This legal template is specifically prepared for use in Ontario and is designed to comply with the requirements of the Ontario Substitute Decisions Act, 1992.

It is intended for residents of Ontario, Canada only.

As with all important legal documents, proper signing and witnessing requirements should be followed carefully. Failure to do so could invalidate the document.

Why Buy This Ontario Power of Attorney Template?

This affordable legal template allows you to prepare your own legally compliant document quickly and confidently, without paying hundreds of dollars in legal fees.

It is ideal for Ontario residents who want to:

• Plan ahead for incapacity
• Protect family members from future legal complications
• Avoid unnecessary legal fees
• Create an essential estate planning document immediately
• Maintain control over how financial decisions are handled if incapacity occurs.

Frequently Asked Questions

Do I Need a Lawyer to Make a Power of Attorney in Ontario?

No. Many people use professionally prepared legal templates to create valid Power of Attorney documents themselves, provided Ontario signing requirements are followed.

Can I Cancel My Power of Attorney Later?

Yes. As long as you remain mentally capable, you can revoke or replace your Power of Attorney at any time.

Can I Appoint More Than One Attorney?

Yes. Ontario law allows you to appoint multiple attorneys and specify whether they act jointly or separately.

Prepare Your Ontario Continuing Power of Attorney Today

Unexpected illness, accidents, and incapacity can happen at any time.

Preparing an Ontario Continuing Power of Attorney for Property now helps protect your finances and gives your family clarity when it matters most.

Download this professionally drafted Ontario Power of Attorney form today and create an important legal safeguard for your future.