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How to Handle Estate Planning During the Holiday Season

The holiday season is usually filled with family gatherings, warm meals, and overdue conversations. It’s also one of the best times to talk about something most families avoid, estate planning.

While the topic can feel uncomfortable, handling it now can give you and your loved ones peace of mind going into the new year. As an Ontario notary business, we often see clients in Ajax, Pickering, and across the GTA use this season to finally take care of their wills, powers of attorney, and important documents.

This guide will help you navigate estate planning during the holidays in a clear, simple, and stress-free way.

Why the Holidays Are the Ideal Time for Estate Planning

Your family is already together. It’s rare for everyone to be in the same room. This makes it easier to have open conversations about wishes, responsibilities, and important decisions.
It’s the end of the year. People naturally review their finances, health, and long-term plans. Adding estate planning to the list makes sense.
You start the new year with confidence. Knowing your documents are updated, or finally completed, gives you a fresh, organized start.

Key Documents to Review or Prepare

Estate planning in Ontario involves several documents. Let’s break them down into simple terms:

✔ Will (Last Will and Testament)

This outlines how you want your assets, property, and personal items distributed. If you already have one, review it for updates such as:

New children or grandchildren
Marriage or separation
Buying or selling a home
Major financial changes

A will must be properly signed and witnessed. A Canadian notarization is not required by law, but having it notarized can help validate it and avoid future disputes.

✔ Power of Attorney for Property

This appoints someone to handle your financial matters if you’re unable to. For example, if you become ill, your chosen person can pay bills, manage accounts, or handle real estate on your behalf.

✔ Power of Attorney for Personal Care

This allows someone to make health-related decisions for you if you’re unable to communicate. This includes decisions about treatment, care, and housing.

✔ Affidavits & Supporting Documents

Many clients also prepare:

Affidavits of execution
Executor declarations
Identity verification documents
Real estate paperwork

How Notable Notary Can Help

Notable Notary provides comprehensive support during estate planning season, including:

General notarization for wills, affidavits, and Powers of Attorney
Mobile Notary Services for in-home or office visits
Remote Online Notarization for clients outside the GTA or travelling during the holidays
Evening and weekend availability for families gathering during the season

The holidays are a meaningful time to ensure your wishes are protected and your family is prepared. Taking care of your estate planning now can bring clarity, comfort, and long-term peace of mind something every family deserves.