This paper reviews tips and traps when collecting information and drafting wills. Topics include joint assets, life insurance, registered assets, Registered Education Savings Plans (RESPs), specific bequests, gifts to charities, Assured Income for the Severely Handicapped (AISH) trusts, spousal trusts, advances/loans/gifts, and administration clauses.

This paper is part of a collection presented at LESA’s Drafting Considerations for Wills & Estates Practitioners program in Edmonton on November 7, 2019 and in Calgary on November 14, 2019.