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Make Your Own Formal Will - A Masterclass




2 hours

Enrollment Coming Soon!

About the Course

This course is designed for residents of Canada, United States, Australia and the United Kingdom.

In this course, Jessica will walk you through step-by-step typing your own Will. Typed up Wills are more properly known as Formal or Solemn Wills. Topics covered include:

-the legal requirements for making a formal Will;

-the parts of the Will;

-sample provisions and wording for your Will;

-considerations when choosing an executor;

-considerations when choosing a guardian for minor children;

-the types of property ownership and their effects on your ability to deal with them in your Will;

-survivorship clauses;

-how to gift to a charity properly;

-cutting someone out of your Will;

-choosing proper witnesses; and

-properly signing and dating your Will.

The course is completed with a section covering the storage of your Will, considerations warranting updating your Will, how to revise your Will, and the basics of gathering information that will be needed by your executor when you die.

The course finishes with a live Q & A. Note: Jessica Bortnick is not able to provide legal advice but can answer procedural and non-substantive legal questions.

The course content includes the Simple Will Word Template for sale on our site.

Viewers should be able to prepare their Formal Will by the end of the course.

Disclaimer: This course is designed to provide legal information, not legal advice. Should you require legal advice, please seek the assistance of a lawyer in your area. It is up to you to determine if the information provided in this course is suitable for your needs and meets the legal requirements in your province/territory/state.

Your Instructor

Jessica D. Bortnick, B.Comm., LL.B., C.E.A.

Jessica D. Bortnick, B.Comm., LL.B., C.E.A.

Jessica Bortnick is a lawyer who has been practicing predominantly in the area of Wills and Estate Law in the Province of Alberta, Canada, for the past 14 years. She is a member of the Estate Planning Council of Canada, the Cooperative Memorial Society and the Canadian Institute for Certified Executor Advisors. Jessica is a firm believer in public legal education and has presented countless seminars over the past decade on Wills and Estates throughout central Alberta.

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