When MyFareWill isn't the right fit
MyFareWill is a great fit for most Canadians and Americans — but some situations need a lawyer. Tell us what's going on and we'll introduce you to an estate-planning professional we trust in your jurisdiction.
Situations that need professional advice
These are the most common reasons we steer people toward a lawyer. The list isn't exhaustive — if your situation feels unusual, that's reason enough to talk to one.
Blended family planning (including spousal trusts)
Second marriages with children from prior relationships often need a spousal trust so assets pass to your spouse first and then to your children. MyFareWill does not generate spousal trusts.
Tax minimization (estate freezes, dual wills)
Estate freezes, multiple wills to separate probate-bearing and non-probate-bearing assets, and other tax-planning structures require careful drafting and accounting advice.
Creating trusts (other than minor-child trusts)
Discretionary trusts, family trusts, alter-ego trusts, and joint-partner trusts are outside the scope of a self-serve will template.
Planning for a dependent with a disability
A Henson Trust (Canada) or Special Needs Trust (US) protects a beneficiary's eligibility for government benefits. Setting one up correctly almost always needs a lawyer.
Disinheriting a legal spouse or dependent child
Family law in most jurisdictions imposes a financial obligation to support a spouse or dependent child. Leaving them out of your will without proper legal reasoning is likely to be challenged.
Get connected with an estate lawyer
Leave your details and a short description of your situation. We'll review and introduce you to a vetted estate-planning professional in your province or state. There's no charge for the introduction.
Frequently Asked Questions
Think your situation is straightforward after all?
Start your will with MyFareWill →