BC Estate Readiness Check

Do you have the right estate documents in place?

Answer 6 quick questions. We'll tell you which BC estate planning documents are likely relevant to your situation — and whether you need a lawyer instead of a template.

2 minutes · Not legal advice · BC-specific

What this check helps identify

Basic Will needs
Who gets your assets. Who manages your estate. Who cares for your children.
Incapacity planning
Who makes financial and health decisions if you can't.
Founder continuity
What happens to your equity and business operations.
When to hire a lawyer
Complex situations where templates are not enough.
Question 1 of 60% complete

What best describes your current situation?

Frequently asked questions

Is this check a form of legal advice?
No. This is an informational readiness tool only. It helps you understand which estate planning documents are commonly relevant to your situation. It does not constitute legal advice, and no lawyer-client relationship is formed. Consult a licensed BC lawyer for advice specific to your circumstances.
What is a Basic Will in BC?
A Will is a legal document that sets out how you want your assets distributed after your death, who will manage your estate (your executor), and — if you have children — who you want to care for them. In BC, Wills are governed by the Wills, Estates and Succession Act (WESA).
What is an Enduring Power of Attorney?
An Enduring Power of Attorney (EPA) is a legal document that authorizes someone you trust to manage your financial and legal affairs if you become incapacitated. 'Enduring' means it remains valid even if you lose mental capacity — unlike a regular Power of Attorney, which would become void.
What is a Representation Agreement?
A Representation Agreement is a BC-specific document that authorizes someone to make health care and personal care decisions on your behalf if you are unable to do so. It is BC's equivalent of a healthcare proxy or medical power of attorney used in other provinces.
Who is the BC Estate Pack for?
The BC Estate Pack is designed for BC residents with straightforward estate planning needs — individuals, couples, and small business owners who want a Basic Will, incapacity planning documents, and basic continuity protection without paying $3,000–$10,000 in lawyer fees for a standard estate plan.
When will the BC Estate Pack be available?
We are currently finalizing the document templates with BC legal review. Join the early-access list to be notified at launch and receive priority access.

When you need a real lawyer — not a template

Estate planning templates are appropriate for straightforward situations. The following scenarios require a licensed BC estate lawyer:

Blended families or step-children with competing interests
Trusts, tax planning, or high-net-worth estate structuring
Disabled or special-needs dependents requiring a Henson Trust
Major business succession with multiple shareholders
Cross-border assets (US real estate, foreign accounts)
Contested family situations or anticipated disputes
Recent marriage, separation, or divorce affecting prior Wills

If any of the above apply, please consult a licensed BC estate lawyer. The Law Society of BC provides a public lawyer directory.

Be first to know when the BC Estate Pack launches

Join the early-access list. No spam. One email when it's ready.

Not legal advice. ZeroLawyer provides document templates for informational purposes only. For advice specific to your situation, consult a licensed lawyer.

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