Estate Planning Checklist: Before You Make a Will
A practical checklist for organizing family, asset, beneficiary, executor, and personal-wish information before a wills consultation.
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Wills & Estate Planning
Guidance for preparing selected estate-planning documents that reflect your instructions and circumstances.
Planning and personal documents
Guiding your matter with diligence, clarity, and personal oversight
Estate planning creates a record of important decisions and can help the people you trust understand your wishes. The appropriate documents depend on your family, assets, obligations, and goals.
Whether you are entering an agreement, navigating a time-sensitive closing, or seeking legal certainty, Adeglory Law Office provides pragmatic, independent legal counsel tailored to Ontario regulations and your personal goals.
Direct Lawyer Attention
Work directly with Barrister & Solicitor Gloria Adeglory on your matter.
Clear Timelines & Scope
Transparent milestones, confirmed deadlines, and upfront fee communication.
London & Ontario-Wide
In-person consultations at 151B York Street or secure virtual appointments.
Ontario Legal Practice
Scope of Support
Services offered in this practice area
Focused, rigorous legal representation available within our confirmed scope:
01
Will preparation
Thorough legal review, documentation preparation, and compliance with Ontario statutory requirements.
02
Powers of attorney for property
Thorough legal review, documentation preparation, and compliance with Ontario statutory requirements.
03
Powers of attorney for personal care
Thorough legal review, documentation preparation, and compliance with Ontario statutory requirements.
04
Estate-planning consultations
Thorough legal review, documentation preparation, and compliance with Ontario statutory requirements.
05
Review of existing estate-planning documents
Thorough legal review, documentation preparation, and compliance with Ontario statutory requirements.
Take the next step
Have an upcoming transaction, document, or deadline?
Schedule a consultation to discuss your specific requirements. We confirm conflicts, review available documentation, and provide clear legal direction.
Prompt conflict review Confidential & independent advice Virtual or London office
Client Experience
A clear, defined roadmap
Every matter proceeds through disciplined, transparent milestones so you always know what to expect:
01
Consultation & Review
Discuss your circumstances and planning goals.
02
Document Analysis
Identify the documents appropriate to the agreed scope.
03
Strategy & Confirmation
Review drafts and clarify your instructions.
04
Execution & Closing
Arrange signing in accordance with applicable requirements.
Practical Readiness
When to reach out & what to have ready
Ensure your matter proceeds smoothly by reviewing recommended timing and documentation:
Appropriate Timing
When to contact our office
- You do not yet have a will or powers of attorney.
- Your family, property, or instructions have changed.
- You want to review whether existing documents still reflect your wishes.
Preparation Checklist
What to have ready
- List key family members and intended decision-makers.
- Prepare a general summary of significant assets and obligations.
- Bring existing wills, powers of attorney, or related agreements.
Frequently Asked Questions
Wills & Estate Planning Questions & Answers
Clear explanations to common questions about requirements, timelines, and procedures:
Can I use the same plan after a major life change?
A change in family, property, or personal instructions may affect your plan. A review can help determine whether updates should be considered.
Can someone else give instructions for my will?
The lawyer must receive instructions from the person making the will and confirm that the appointment can proceed appropriately.
Available in person and virtually
Adeglory Law Office serves clients in London and across Ontario through in-person and virtual consultation options where appropriate.
- London
- Woodstock
- St. Thomas
- Strathroy
- Middlesex County
- Toronto/GTA
- Ontario virtual services
This page provides general information only. Contacting our office or using this website does not create a lawyer-client relationship.
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