Tools

Estate planning made easy

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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.

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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

ATB Wealth experts are ready to listen.

Whether you're a beginner or an experienced investor,
we can help.