Guided Pathway for making a will

CLEO’s Guided Pathways can help you prepare a simple will.

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

The pathway asks you a series of questions, gives you information to help answer them, and creates documents based on your answers.

The pathway is free to use. When you’re finished, you can save or print your documents. You will also get instructions about how to use these documents.

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

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

Using the pathway

You can sign up to create an account or use the pathway as a guest. If you choose not to create an account, the system will time out after 4 hours. You must create an account if you want to save your work on the system, or use the other pathways.

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.

The pathways don’t give you legal advice. For advice about your situation, talk to a lawyer.