Estate planning made easy
Young family with small child looking at phone
With ATB, there’s always a way to a will for every Albertan. Get a special rate on self-serve wills through our partnership with Willful.co. If your needs are more complex, an ATB Wealth advisor would love to help.
Because a great plan should be available to everyone.
An estate plan is a vital part of financial wellness. That’s why we believe every Albertan should have one, and why we’ve partnered with Willful to make it easy. Their smart self-serve tool makes it simple to craft a strong, legally-valid will. Through our partnership, every Albertan can get a 20% discount on any Willful plan they choose.
Online wills made easy
Make your own will in about 20 minutes with Willful
Willful is a powerful online self-serve estate planning tool. You can quickly create a will with documents approved by Alberta lawyers. And, as an Albertan, you’ll enjoy a discount.
Is Willful right for everyone?
Willful is a great tool for straightforward wills. If your estate is more complicated—for example, if you own a business, your family circumstances are complex, or you hold dual citizenship—you may need extra help. Learn more about when professional estate or legal advice is needed.
If you think Willful is right for you, visit Willful's website to learn more and start your plan. And if you still have questions about Willful's services you can contact them straight from their website.
Good plans start with good information
Clarify your needs
Are your estate planning needs complex? The answer may surprise you.
This guide walks you through the basics of estate planning, including whether an online tool like Willful is right for you.
All ages and stages
Think you’re too young for a will? Think again.
Unless you’re clairvoyant, a will can make a huge difference to your legacy, no matter your time of life. Here’s why.
An important choice
Insights for picking an executor
Selecting an executor is one of the most important single decisions made in the estate planning process. This is what you need to know.
ATB Wealth experts are ready to listen.
Whether you're a beginner or an experienced investor,
we can help.