ReadyWhen Online Will Review

Published by:
Keisha Johnson

Reviewed by:
Alistair Vigier
Last Modified: 2023-05-26
Are you looking into ReadyWhen, the online will company? We have done an estate planning review of two different companies that we found interesting.
No one likes to think about death planning. It’s like taxes, you put it off until you have to.
But people that do their research know that this isn’t the best way to do it.
Like taxes, it’s much easier if you keep your receipts and records throughout the year. You don’t want to deal with a bunch of stuff during a crisis period.
A CRA audit could be a crisis, but death can also be.
At the very least, you should look into what software is available out there to make estate planning easier.
I interviewed two companies to see what they had to offer. There are also videos that you can watch in the article if you don’t like reading.

ReadyWhen Online Will Review
ReadyWhen is co-founded by BC-based Notary, Jessie Vaid, and officially launched on March 24, 2021.
The platform is a simple, secure, and fast way for Canadians to proactively build and store a complete Estate plan from their laptop or mobile device.
ReadyWhen aims to solve the fact that over 10M Canadians don’t have an estate plan in place, and 60% of those that have started to build one have not shared that vital information with family or friends.
As a result, individuals often face a very tedious and costly process to settle an Estate once a loved one passes. The announcement below follows the overview of the Epilogue.
BC-based Notary for 15 years
Jessie would be happy to discuss how, as a BC-based Notary for 15 years, he saw the desperate need for Canadians to have access to a fully digital estate planning process to ensure their assets are protected.
He built the company during the pandemic (he has yet to meet his co-founder in person).
He can also facilitate a discussion with B.C.’s Schill Insurance about how ReadyWhen is already impacting how they deal with their own clients.
If you would like further information, or to speak with Jesse and Al Schill, President, of Schill Insurance, I would be happy to facilitate.
General Stats About Getting An Online Will in Canada
Almost 50% of Canadians do not have a will in place
60% of those that do, have not shared that information with loved ones.
For seniors, the bigger challenge may be ensuring that their wills are up to date. Half (53%) have not updated their wills within the last 5 years
ReadyWhen Online Will Review
We do not provide a certificate, while we educate and guide, we are not a class. What users get is peace of mind knowing that they are building and managing their Estate correctly.
Users can start with the information they do have and build their life plan at their own pace but having it organized ahead of time will save their loved one time, money and confusion when the inevitable happens
How much does it cost?
We have three types of price plans for users; $5/month | $50/year | $ 500-lifetime offer
When should someone hire a wills and estate lawyer instead of using your service?
Our service is a compliment to what legal professionals do. The legal professional works to protect their client’s future, and now give they can give them a tool to help plan for it as well.
With ReadyWhen, they can help their clients proactively build and manage their Estate.
They still create all the essential documents such as the will, power of attorney, and conveyancing but with our frictionless tools, they can easily store everything in one central, secure digital location.
This could be a best practice for legal practitioners to help clients maintain vital information and their estate. They can set up their clients for life and retain generations in just minutes.
What are the top three value propositions of your software?
We’re not good at proactive life planning or even discussing it. Whether you’re managing an Estate for yourself or someone important to you, the idea of the inevitable is difficult to process. ReadyWhen can help.
We are a simple, secure, and fast digital Estate management solution. Our mission is to provide peace of mind for you and your family when life throws the unexpected.
Built by subject matter experts, we provide full circle guidance to help you proactively manage your estate and then reactively help your loved ones.
Why put your family in a precarious situation when you can take action now? You can’t predict tomorrow. But you can be ready.
A breakdown of 3 value proposition points: Guided experience, secure platform, and accessibility through our Team’s feature.

How long will it take?
The onus to complete your account is on the user. With ReadyWhen, you don’t need a will. It’s not required to own a property. You don’t need to have life insurance.
You can simply start with what you have and save your progress. We know that building your Estate is a marathon, not a sprint.
Depending on the user’s age, they may be able to enter most of the information right away while others will take years as they build their life.
Online Will Canada
Epilogue, the only online estate planning solution in Canada founded by estate planning lawyers, is available In Ontario, British Columbia, Alberta, Saskatchewan and Manitoba.
Epilogue is a service that helps people create Wills and other estate planning documents online.
The company recently introduced a new product, called a Social Media Will. This is a free service to help anyone, anywhere in the world, determine how their digital persona is managed when they pass away.
In this digital age, the first thing that people are going to do after you pass away is type your name into Google. They will get a snapshot of your accounts and profiles. What do you want to appear there?
How do you want to be remembered? Have you reviewed all the social media platform’s terms and conditions on how to deal with your digital accounts when you pass?
We asked Epilogue some questions about online estate planning below.
How will they receive their online estate planning certificate?
There is no online estate planning certificate. There are a couple of ways people can choose to receive the estate planning documents they create with Epilogue.
They can print them out themselves, or they can choose to have the Epilogue printed and mail them for a cost of about $19 (for an individual) or $39 (for a couple).
How much does it cost?
The cost depends on whether or not you are purchasing as an individual or as a couple and if you choose to purchase just a Will or both a Will and incapacity documents.
A basic Will for an individual is $139 CAD and for a couple costs $229 CAD. If you purchase both a Will and incapacity documents (called Powers of Attorney in Ontario) as an individual, it costs $179, and for a couple, it’s $289 total.
When you purchase incapacity documents, you get two documents: one to cover your finances and one to cover your personal and health care.
These documents have different names depending on the province but essentially serve the same purpose.
When should someone hire a wills and estate lawyer instead of using your service?
Online Wills are a really great option for anyone who needs a basic Will. So, what does ‘basic’ mean? It essentially applies to anyone who DOES NOT fall into one of these categories:
- Someone who wants to exclude a spouse, child, or another dependant from their Will
- Anyone who wants to distribute their assets unequally among their children
- Anyone in a second marriage or common-law relationship with children from a prior relationship
- If a person has a child with a disability who is receiving government benefits
- Anyone interested in engaging in sophisticated tax planning
- Anyone who owns significant assets outside of their province or country
If any of the above scenarios apply to you, it’s best to speak to a lawyer to assist with the preparation of your Will.
What are the top three value propositions of your software?
Our goal when building Epilogue was to be able to offer Canadians access to high-quality estate planning, which was also affordable. There are a few unique value props that help us achieve that goal:
Epilogue is the only online estate planning platform in Canada founded by tax and estate lawyers. Me and my co-founder, Arin Klug, have had over a decade of combined experience in the field.
We are the only Canadian online estate planning platform to offer parents the option to include RESPs in their Will.
We are one of the only online platforms to include the necessary affidavits with your Wills. In Ontario, an Affidavit of Execution is included with every Will. This document is not legally required but can be extremely helpful and is actually considered standard practice when completing a Will with a lawyer.
How long will it take?
On average, making a Will with Epilogue takes about 20 minutes. Having said that, there may be places where people want to take a bit more time making a decision or having important discussions.
For example, choosing an executor or a guardian for your children. With Epilogue, your answers get saved as you go so you can leave at any point, and then come back later to pick up where you left off.

Death Planning Statistics
Over 10M+ Canadians don’t have an estate plan in place, and 60% of those that have started to build one have not shared that vital information with loved ones
Canadians now have access to a digital solution that guides them through the entire Estate planning process from their laptop or mobile device
ReadyWhen has already begun to sign up enterprise clients, such as Schill Insurance
The company just announced the availability of its digital estate planning platform to individuals and professionals across Canada.
ReadyWhen provides a simple, secure, and fast way to proactively build and store a complete estate plan from your laptop or mobile device.
ReadyWhen Online Wills
ReadyWhen was created to address the costly and timely process needed to plan and settle an Estate.
Canadians now have access to a digital solution that guides them through a step-by-step process to easily identify and store the right information so loved ones will be protected should the inevitable happen.
For firms and professionals (legal, financial, or insurance), ReadyWhen offers a solution rich in data that drives ROI by enabling you to track your client’s Estate planning progress.
With ReadyWhen, you can:
-Access your clients’ documents and information in a central, secure location
-Add value for your clients by offering an easy-to-use digital solution that creates retention
-Easily upload information and leverage frictionless tools to make data capture fast and efficient
-Receive notifications when you become part of your client “Team” so you can track your progress
Wills and estate planning near me
ReadyWhen has already partnered with B.C.-based Schill Insurance.
“ReadyWhen provides a platform for Canadians to ensure their legacy is secure and accessible while providing us with a tool to track progress and better serve our customers as they create an estate plan,” says Al Schill, President, of Schill Insurance.
“We have made a promise to protect our customers beyond insurance, and with ReadyWhen we can now offer a unique and accessible digital solution to help our clients plan for a more secure future.”
Over 10M+ Canadians don’t have an estate plan in place, and 60% of those that have started to build one have not shared that vital information with loved ones.
As a result, people can spend up to a year or more organizing an Estate when someone does pass away; incurring significant fees to help settle their affairs.
Online Will Canada
Are you looking for someone who can help you with estate planning near you? It might be easier to just work with a company online. It’s easy and fast.
“If today’s world has shown us anything, it’s the need for Canadians to be fully prepared for the unexpected, but for many Estate planning is a complex, confusing, and expensive process,” says Jessie Vaid, Founder and CEO of ReadyWhen.
“Making our platform available to all individuals and professionals is a major step in our mission to create a world where proactive Estate planning is simple, secure, and fast.”
Sachin Bhalla, Co-Founder and CMO of ReadyWh lost both his parents and went through the complicated and tedious process of settling their Estate.
“Having gone through the experience myself, I can assure you it was a trying and emotional time, but with the right planning, it doesn’t need to be that way anymore,” says Sachin.
“An estate plan is so much more than just a Will – it’s assets, digital accounts, medical information and more.
With the platform, you can get started now and continue to add to your life plan over time; it’s a marathon, not a sprint.”
The platform is available to all Canadians. To learn more about ReadyWhen, contact Jessie@readywhen.ca
You should think about getting an online Will in Canada. It’s worth it.
ReadyWhen Online Will Review
ReadyWhen is Canada’s leading digital platform. It provides a simple, secure, and fast way to proactively build and store a complete Estate plan.
It was designed to modernize online estate planning in the Canadian industry. ReadyWhen helps Canadians create and share their Estate plans so their loved ones can access them when they need them most.
For professionals, ReadyWhen provides a unique solution that is driven by analytics and data to help drive additional revenue.
ReadyWhen was founded by Jesse Vaid, a BC Notary with over 15 years of experience.
The other founder is Sachin Bhalla, a marketing and technology professional with over 15 years of experience as well.
I hope that you found the information in this article interesting. You should go to both company’s websites, and see which you prefer.
Start filling out the information, and decide if you want to buy or not. Online estate planning in Canada is the way of the future. Get an online Will in Canada.
Many people don’t take their legal issues seriously until it’s too late. Many spend serious money on inheritance battles due to poor planning.
We hope you found this ReadyWhen online will review useful.
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