Guides and checklists
Everything here is free and needs no account. Start with the readiness check if you would rather be told where your gaps are than read your way to them.
Estate planning, province by province
Rules differ, and the differences matter. Quebec in particular uses a liquidator rather than an executor, and has protection mandates and notarial wills.
- Ontario · Quebec · Alberta · British Columbia · Saskatchewan · Manitoba · Nova Scotia
- New Brunswick · Newfoundland and Labrador · Prince Edward Island · Northwest Territories · Yukon · Nunavut
Checklists
Estate planning checklist
What to put in place, in what order, and what most households miss.
After a death in Canada
Who to notify, in what order, and what each one needs from you.
Digital legacy
Accounts, devices and the things that now live only behind a password.
Inside a Meravor account
- The Emergency Binder. A printable summary of the household record, generated in one click. It is produced from your own record, so it is not a download that sits on this page.
- The full export. Everything you entered, in a portable form, at any time.
- The annual review. A prompt to confirm what is still true, once a year.
An Advisor Estate Readiness Guide and a standalone Annual Estate Review Checklist are planned and are not written. When they exist they will be linked here rather than announced in advance.
This page is general information about the service, not legal, tax, financial or insurance advice. Meravor is not a law firm. Meravor is operated by Purefox Holdings Ltd., a company registered in Alberta, Canada — PO Box 88044, RPO Walden, Calgary, AB T2X 4V6. Email reaches us directly at help@meravor.ca, and we answer within one business day.