How to make a Will: Take a step toward peace of mind

Why making a Will matters

A Will is a practical and empowering tool that ensures your wishes are clear and honours your legacy. It gives you the opportunity to:

• Provide for your loved ones
• Reduce estate income taxes
• Leave a meaningful gift to causes that are close to your heart

Where to begin?

Start by reflecting on two key questions: 1. How do you want your assets and debts to be managed? 2. Who do you trust to carry out your wishes as the executor of your estate?

These are deeply personal decisions, so take time to discuss them with family, friends, or anyone who may be affected. Once you have clarified your choices, it’s time to decide how to create your will.

Top 2 recommended ways to create a Will

To make a will, two most recommended ways are to hire a lawyer or use an online estate planning service ( like Epilogue ).

1. Hire a Lawyer (or notary if in the province of Quebec)

A lawyer can help ensure that your will is customized to your specific situation, especially if your estate is complex. While this option comes with a larger fee, it provides guidance and legal assurance that everything is in order. Do you need a lawyer? Check out this article for insight into whether your circumstances could benefit from legal assistance.

2. Try an Online estate planning service

Online estate planning services (like Epilogue) will make Will creation easy, affordable and stress free. These services guide you through clear questions and provide support resources along the way. You can save your progress, revisit anytime, and generate a legal Will that fits your needs.

World Vision Canada offers a 20% discount when you create your will through Epilogue.

Start your Will today with Epilogue → Create a Will in 20 minutes

Frequently Asked Questions (FAQ) about making a Will

When is the right time to make a Will? The best time is now! Having a Will ensures your wishes are clear, no matter what stage of life you’re in. It’s never too early to plan with confidence.

Do I need a lawyer to make a Will? Not always. However, if you have complex assets, own a business, or need specific legal arrangements, a lawyer can help ensure every detail is covered.

How often should I update my Will? Review your Will every few years or whenever a major life change occurs — such as getting married, having children, buying property, or changing your beneficiaries. Keeping your Will current helps ensure it always reflects your true wishes.

What happens if I don’t have a Will? If you pass away without a Will, provincial laws decide how your assets are distributed. This may not align with your personal wishes and can make things harder for loved ones. Creating a Will ensures you decide how your estate is handled.

Can I leave a gift to charity in my Will? Yes! Many people choose to include a meaningful gift to a cause they care about. Leaving a charitable bequest — like one to World Vision Canada — is a beautiful way to extend your impact and create a legacy of compassion. A gift to charity can also minimize the taxes on your estate.

How long does it take to make a Will online? With an online estate planning service like Epilogue, most people complete their Will in less than 20 minutes. You can go at your own pace, save your progress, and return anytime to make updates.

What makes a Will legally valid? To be valid in Canada, your Will must:

• Clearly state that it’s your Will
• Be signed and dated by you
• Witnessed by 2 adults (unless it’s a handwritten holographic Will)
• Follow the steps to ensure your document is recognized by law.

A Living Legacy

Making a Will is about living with greater purpose, clarity and aligning your values with your actions. Let your legacy continue to reflect who you are and what you stand for.

Taking this step today is one of the most positive and empowering gifts you can give — to yourself, your loved ones, and the world around you.

Considering including a gift in your Will? We’d love to walk alongside you on your journey. Whether you’re just exploring your options or have already made plans, we’d be honored to learn more and share helpful resources to support you.

Want to share your insight?

Take a 2-minute survey here to share your feedback and journey. Or reach out directly to one of our Legacy Advisors who would be delighted to connect with you. Contact us at 1.800.714.3280 or planned_giving@worldvision.ca