Guided Pathways for making a will

Guided Pathways for making a will

CLEO’s Guided Pathways now include an interactive interview to help you prepare a simple will. All of the pathways are free to use.

You can use the pathways to:

  • create a simple will, if you’re someone who has a small or modest amount of property
  • appoint an executor to pay your final bills, do your final tax return, and distribute the property in your estate

Make a Will using CLEOs Guided Pathways

The Guided Pathways ask you a series of questions about your situation, give you information to help answer them, and create documents based on your answers.

You can use this pathway if: What you need to get started:
  • you’re at least 18 years of age, or younger if you’re married
  • you and the person you want to appoint as your executor both live in Ontario
  • you’re making this will voluntarily, which means no one is forcing you to do it
  • personal information about your spouse or common-law partner, if you have one
  • names of your children who are under the age of 18
  • information about any pets you have
  • names of any people you’re asking to take care of your children or pets
  • descriptions of any specific gifts you want to give when you die
  • names of any people you’re giving gifts to in your will
  • names, addresses, and contact information of people who will be witnesses for your will, if you already know who they are

Any personal information that you enter into the pathways is confidential. CLEO will not give your personal information to anyone unless you ask us to do this.

Read more in the Terms of Use and Privacy Policy

Need help?

If you need help using the Guided Pathways, or have questions contact support@cleo.on.ca.

CLEO’s Guided Pathways don’t give you legal advice. For advice about your situation, talk to a lawyer.