Enrollment options

Course image Canadian: Wills-Part 2 Plus Estate and Inheritance Records
Intermediate Canadian Records
Course Summary:

This course builds on the Basic level Canadian: Wills-Part 1 as it delves deeper into the intricacies of researching wills and estate records. Several examples illustrate the various documents. Rather than focusing heavily on course material, the emphasis is placed on case studies to increase familiarity with the documents.  By reviewing the documents, case studies allow one to get familiar with their language, format, and content. Lastly, the course discusses sources which shouldn’t be overlooked when researching wills and estate records.

Note: Due to large files with images, some record examples provided in this course are accessible online only. Working with these course materials as well as the online content is required to complete the course.

Course Length: 8 weeks

Historical: This course originated March 2026. Current version copyright is March 2026. If you have older material, it needs to be replaced. Use the chat app to order your replacement materials. 
Formerly was Canadian: Wills & Estate Records-Part 2, originated
June 2001, final version copyright June 2009.

Contact Hours: 21
Course Length: 8 weeks
Grading Scale: 70% Tests/30% Assignments
Last Updated: March 10, 2026

Course Content

MODULE 1
WILLS, ESTATES & PROBATE

  • Introduction
  • Obituaries and Death Notices
  • Government Gazettes
MODULE 2
SUCCESSION DUTIES AND INHERITANCE TAXES

Succession Duties

  • Summary

Succession Duties in Canada

Case Study

  • Timothy Eaton
MODULE 3
CORONER RECORDS

Coroner’s Inquests and Reports

  • Provincial Records
Case Study
  • First Pedestrian Killed by a Car in Toronto (and perhaps Canada)
  • Newspaper Accounts
  • Module Activity
MODULE 4
GUARDIANS AND TRUSTEES

Guardianship

  • Roles of the Public Guardian & Trustee
  • Summary
Case Study
  • Guardianship of Vincent Coleman’s Children
  • Additional Sources
  • The Estate File
  • Module Activity
MODULE 5
WILLS IN LAND RECORDS

Land Registry Offices

  • Locating a LRO Will Using FamilySearch
  • Locating a LRO Will Using OnLand
Case Study
  • Leverett D. Carman, New Brunswick
  • Module Activity
MODULE 6
OTHER TYPES OF WILLS

Holographic and Nuncupative Wills

  • Soldiers’ Wills in WWI and WWII
Case Study #1
  • Holographic Military Will - Pte. Wilfred Laurence Bancroft
Case Study #2
  • Nuncupative Will - Herbert Jones
  • Module Activity

Indigenous Estates

Case Study #3

  • John Sterling
  • Module Activity
MODULE 7
ADDITIONAL WILLS

Interesting Wills

  • One Dollar Bequests
  • ‘All for mother’: The shortest ever will (at least in England)
  • William “Tiger” Dunlop’s Classic
Conclusion