Will Power step-by-step guide

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STEP-BY-STEP GUIDE
Write your Will
with family &
charity in mind. 
 START
Any information provided in this guide should be considered general in nature and should not be relied upon as a substitute
for professional advice. It is recommended that users seek the guidance of a legal professional before making any decision. 

What do I have to give? How am I going to divide it?
Who is going to put my Will together? Who will be
responsible for carrying out my wishes?
Who are the important people in my life? Who do I
need to take care of?
 What kind of impact do I want to leave in this world?
You don’t need all the answers. Write your Will for where you are in
life now, then update it as things change. The most important thing
is to get started so the people you love, and the things you care
about, are protected. 
Welcome to the guide to writing your Will with heart! Because a
Will is more than just a legal document...it‘s an expression of
love, and a powerful way to make change in this world.
Writing a Will is about making a series of choices. We’ve made it easy for
you. Use this workbook to gather the building blocks you’ll need to create
a Will with family and charity in mind. 
If I’m having a hard time starting my Will, I will...
Examples:
...set a reminder to complete one task at a time. 
...break down tasks into bite sized chunks.
If you’re feeling stuck. Make a plan to move forward: 
...find motivation in reading about others who have gone through the process. 

...make a list of candidates and weigh the pros & cons.
...speak to friends to see what they’ve done.
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Guardian’s legal name
THINK ABOUT THE
IMPORTANT PEOPLE
IN YOUR LIFE
Who do you want to support in your Will? Who will inherit the
bulk of your property?
Beneficiary’s legal name
P.S. You’ll want to think of a few back-up beneficiaries too.
Who will take care of your minor children, pets, or dependants In
case something happens to you (and your partner, if applicable).
Yes
No
Have you let them know? Have they agreed?
If I’m having a hard time choosing a guardian for my dependants, I will...
Things to consider when choosing a guardian: 
Someone who shares your values
Someone dependable, who can provide a stable environment
A loving caretaker, who your dependants know and trust
The most seamless transition for your dependants
Examples:
...spend some quality time with potential candidates in their home.
Feel stuck? Make a plan:
Beneficiary’s legal name
Beneficiary’s legal name
Beneficiary’s legal name

Charity reg. number:
Charity reg. number:
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When you include a charity in your Will, try not to get too specific with
your donation. Who knows what will be needed in the future? Most legal
professionals will recommend that you make your gift general in nature.  
THINK ABOUT THE
IMPACT YOU WANT TO
MAKE IN THIS WORLD
and see what impact you could make.  
Name the charities you want to include in your Will:
Find a charity by cause
Fill
What issues or causes are most impo

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