Ontario Wills & Estate Law

Practice management for
Ontario wills and estate solicitors.

SLRA-compliant Will drafting, estate administration checklists, trust accounting for estate funds, and AI document processing — built for Ontario solicitors handling Wills, Powers of Attorney, and estate matters.

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SLRA Compliance

AI-drafted Wills reference the Succession Law Reform Act, R.S.O. 1990, c. S.26 for formality requirements, spousal inheritance rights, and intestacy provisions.

Substitute Decisions Act

Powers of Attorney drafted to comply with the Substitute Decisions Act, 1992, S.O. 1992, c. 30, covering both property and personal care authority.

Built for the Ontario wills and estate workflow.

AI-drafted Wills — SLRA-compliant

Generate a complete Last Will and Testament draft grounded in your client's instructions and case files. Compliant with the Succession Law Reform Act, R.S.O. 1990, c. S.26. You review and finalize before sending.

Powers of Attorney — Substitute Decisions Act

Draft Continuing Power of Attorney for Property and Power of Attorney for Personal Care compliant with the Substitute Decisions Act, 1992. Pre-populated with client details from your files.

Estate administration checklist

Pre-built Ontario estate administration matter template with all steps from probate application to final distribution. Every task tracked with due dates and a progress bar.

Trust accounting for estate funds

Track every estate trust receipt and disbursement tied to the client and matter. Live balance, LSO By-Law 9-compliant CSV export, and alerts for any negative balance.

AI document processing

Upload a client's existing Will, a death certificate, or any estate document. Atticus extracts key dates, parties, dollar amounts, and action items — and emails you a summary.

Client portal for document collection

Send the estate executor a portal link to collect death certificate, existing Will, asset statements, and other documents — processed automatically when uploaded.

Ontario matter checklists — ready on day one.

Pre-built for Ontario wills and estate matters. Open a matter, select the type, and your checklist appears.

Will & Powers of Attorney

  • 1.Initial consultation — gather testamentary instructions
  • 2.Confirm testamentary capacity and freedom from undue influence
  • 3.Identify beneficiaries, executor, and guardian (if applicable)
  • 4.Review existing Wills, codicils, and insurance beneficiaries
  • 5.Draft Will in compliance with SLRA (two-witness execution)
  • 6.Review draft with client
  • 7.Supervise execution — ensure proper signing and witnessing
  • 8.Provide certified copies to client
  • 9.Store original or arrange secure storage
  • 10.Send engagement letter confirming instructions and execution

Estate Administration

  • 1.Obtain and review the Will (and any codicils)
  • 2.Identify estate assets and liabilities
  • 3.Apply for Certificate of Appointment of Estate Trustee (probate) if required
  • 4.Notify beneficiaries
  • 5.Advertise for creditors if appropriate
  • 6.Liquidate or transfer estate assets
  • 7.Pay estate debts and liabilities
  • 8.Prepare and file terminal tax return
  • 9.Obtain clearance from CRA
  • 10.Distribute residue to beneficiaries
  • 11.Prepare estate accounting
  • 12.Obtain releases from beneficiaries

AI Draft — Ontario legal documents in minutes.

The Atticus AI Draft tool generates SLRA and Substitute Decisions Act-compliant documents grounded in your client's file. You review and finalize — but the first draft is done in minutes.

Last Will and TestamentContinuing POA for PropertyPOA for Personal CareEngagement LetterClient Status UpdateLegal Memo

All AI drafts are intended as a starting point. The lawyer reviews and finalizes every document before it is sent or executed.

Questions from Ontario wills and estate solicitors

Are the AI-drafted Wills ready to sign?

The AI Draft tool generates a detailed first draft grounded in your client's instructions and case files. The lawyer must review, revise as needed, and supervise execution. Atticus is a drafting tool, not a finalized document service.

Does Atticus handle testamentary capacity assessments?

Atticus does not assess testamentary capacity — that is a professional judgment the lawyer makes. However, you can log capacity assessment notes in the matter record and use the AI assistant to help document your analysis.

Can I track multiple beneficiaries and estate assets?

Yes. You can upload asset schedules, insurance statements, and bank documents to the matter. Atticus AI extracts key figures and parties, and your matter notes and client records allow full tracking within the matter.

How does Atticus handle trust accounting for estates?

Log estate trust receipts (proceeds from asset sales, insurance payouts) and disbursements (creditor payments, beneficiary distributions) tied to the client and matter. Live per-client balance, negative balance alerts, and a By-Law 9-compliant CSV ledger export.

Is there a free trial?

Yes — 14 days, full access, no credit card required. Canadian data residency. $149 CAD per lawyer per month after trial.

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14-day free trial. No credit card required.

Full access to all features. Canadian data residency. $149 CAD per lawyer per month after trial.

Start Free Trial →