Prepare for a will and power-of-attorney appointment
Arrive at an Ontario legal appointment with your questions organized. This worksheet gathers discussion points and document locations; it does not create a will, appoint an attorney, or provide legal advice.
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Clarify what you want help with
Tell the lawyer whether you are making documents for the first time, reviewing existing arrangements, or responding to a change in your family, property or circumstances. Ask what the appointment covers, what it costs and what information to bring. Do not sign or change legal documents based on this worksheet.
Separate the roles
A will addresses matters after death. Powers of attorney concern authority during life, and Ontario distinguishes property decisions from personal-care decisions. An executor or estate trustee is not automatically the person appointed under a power of attorney. Ask the lawyer to explain when each role applies, what limits exist and how the documents interact.
Think about people before naming them
Consider who could take on the work, whether they are willing and available, and who could act if the first choice cannot. Bring questions about joint appointments, substitutes, conflicts, compensation and accountability. Mention dependants, blended-family circumstances or assets outside Ontario to the lawyer privately; they may affect the advice you need.
Bring an inventory—not sensitive details online
For preparation, list broad categories such as home, pension, business interests or insurance, and note where the supporting records are held. Do not enter balances, account numbers, passwords, identity numbers, beneficiary instructions or detailed medical information here. Ask the professional which documents should be shared securely and by what method.
Finish with a follow-up plan
Before leaving, ask what remains to be decided, how signing will be arranged, where originals should be kept and who should know their location. Ask when a review would be sensible and what life changes should trigger one. Laws and individual circumstances matter; online organizers are not a substitute for advice about your situation.
Sources and scope
Original planning guidance. Source links checked November 3, 2026. Ontario-focused; confirm current requirements with the relevant authority or professional.
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