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

Course image Canadian: Census Records-Part 2
Intermediate Canadian Records
Course Summary:

Optional Print Course Material: Canadian: Census Records - Part 2

*Course material will only be sent to students who are registered in the course.

This course is a continuation of Canadian: Census Records-Part 1. Both courses are required for the Certificate Program in Genealogy. 

This Intermediate Level course will build on the basic skills developed in Canadian: Census Records-Part 1, with emphasis on interpreting the information found in census records, analyzing the information and formulating a research plan to prove or disprove the hypothesis formed in your analysis.

 As the Intermediate Level course is a compulsory portion of the Certificate Program in Genealogy, skills required by professional researchers will be developed. Students should bear in mind that assignments submitted should be clearly written, with appropriate explanations and suggestions. Not all students will have the same timely access to actual census records. In order to provide each student with the necessary information for every Case Study, the information will be based on a hypothetical family and census records, and all pertinent information will be supplied to the student with their Course Notes and Assignments. The census information will follow the format of an actual census for the year indicated, and all data that might be found in an actual census record for that year will be included. The names of family members and their personal information will be hypothetical, as will the documentation of the census page. However, it is expected that by now the student has consulted some actual census records in order to familiarize themselves with the process of locating and using these records.


Contact Hours: 18
Course Length: 7 weeks
Grading Scale: 70% Tests/30% Assignments
Course Content

MODULE 1
CENSUS RECORDS: REVIEW AND REPORT WRITING
Report Writing

MODULE 2
CASE STUDY - PART 1

MODULE 3
COURSE NOTES & ASSIGNMENTS
CASE STUDY - PART 2

MODULE 4
CASE STUDY - PART 3

MODULE 5
CENSUS INDEXES, ENUMERATION DISTRICTS & CENSUS
SUBSTITUTES
Census Indexes
Enumeration Districts
Census Substitutes

MODULE 6
INTERMEDIATE LEVEL: REVIEW
Hogg Research Plan
Research Skills
Report Skills
Professional Skills
Further Resources
Course image Canadian: Vital Statistics Records-Part 2
Intermediate Canadian Records
Course Price: $125.00
Course Supplies
$15.50  OptionalPrinted Course Material-Canadian: Vital Statistics-Part 2
$30.00  Optional30-Minute Mentoring Session (optional)
Total:
Course Summary:

Optional Print Course Material: Canadian: Vital Statistics Records - Part 2

*Course material will only be sent to students who are registered in the course.

You were probably surprised by the amount of information included in the Canadian: Vital Statistics Records - Part 1 Course. You will recognize that some material in Part 2 was included in the basic course. It is being repeated in order for the student to focus on this particular facet of present day documents. The Canadian: Vital Statistics Records - Part 2 course will continue to describe the whereabouts of the records that are available at government archives as well as government offices and court houses records, i.e.: government present day registrations for births, marriages and deaths; adoption records from government offices and divorce records from both. The other area we will cover is that of adoption records and their accessibility. An adoption search is quite different from any other search you will ever undertake and should be done with great care. It affects the lives of the living more profoundly than you would ever imagine. We will also be examining the procedure for finding and using divorce records in genealogy.

Course Length: 7 weeks

Contact Hours: 18
Course Length: 7 weeks
Grading Scale: 70% Tests/30% Assignments
Course Content

MODULE 1
VITAL STATISTICS RECORDS — A REVIEW
Vital Statistics: Births, Marriages & Deaths

CASE STUDIES
Case Study Outline
Case Study Information
Case Study #1a
Case Study #2

MODULE 2
ADOPTION RECORDS
Post Adoption Search
Independent Adoption Search
Adoption Registries in Canada
Parent Finders of Canada
Adoption Council of Canada
TRIAD (Truth in Adoption)
Other Agencies

CASE STUDIES
Case Study Information
Case Study #1a
Case Study #2

MODULE 3
DIVORCE RECORDS IN CANADA
Legal Terminology
Central Registry of Divorce Proceedings
CASE STUDIES
Case Study Information
Case Study #1b
Case Study #3a
Case Study #4

MODULE 4
ALTERNATE SOURCES FOR VITAL STATISTICS
Religious Records
Cemeteries
Other Sources Created at Time of Death
Newspapers
Family Bibles, Papers & Hearsay
Published Genealogies & Family Histories

CASE STUDIES
Case Study Information
Case Study #1b
Case Study #3a
Case Study #4

MODULE 5
CASE STUDIES
Case Study #1c
Case Study #3b
Case Study #5

MODULE 6
CASE STUDIES
Case Study #1c
Case Study #3b
Case Study #5

BIBLIOGRAPHY
Course image Canadian: Religious Records
Intermediate Canadian Records
Course Summary:

Optional Course Print Material: Canadian: Religious Records

*Course material will only be sent to students who are registered in the course.

For many regions of the world, the records associated with the ancestral place of worship are the backbone of genealogical research. Registers of baptism, marriage and burial are of great use prior to vital statistic registrations in Canada. In the early years of settlement, the Government passed laws which forbade certain groups from performing various services.

This course will cover where to look for these registers and other religious records in Canada, what type of data you should expect to find, and how to evaluate what you have found. Information found can also provide stories that can be added to the family history.

Course Length: 7 weeks

Contact Hours: 18
Course Length: 7 weeks
Grading Scale: 70% Tests/30% Assignments
Course Content

MODULE 1
INTRODUCTION
Why Church Records?
Finding the Records
The Church Archives
Records Which Have Disappeared
Church Records in Public Archives
Printed Books of Church Records

MODULE 2
DENOMINATIONS IN CANADA
Examples of Religious Groups
United Church of Canada Archives

MODULE 3
BAPTISMAL RECORDS
Who could be baptized?
What difficulties do baptismal records present to researchers?
Should we bother with Godparents?

MODULE 4
MARRIAGES & BURIALS
Marriage Records
What are Banns
Burial Records
What will burial records tell us?

MODULE 5
OTHER RECORDS
Minutes of Annual or Business Meetings
Financial Records
Membership Lists
Records of Subgroups or Other Organizations
Parish Census

MODULE 6
FINDING HELPFUL BACKGROUND INFORMATION
Denominational Histories
Diocesan, Synod or Convention Histories
Congregational Histories
Regional Church Histories
Local Histories
Published Missionary Memoirs or Letters
Bibliographies
Histories of Religious Groups or Group Biographies
Course image Canadian: Land Records-Part 2
Intermediate Canadian Records
Course Summary:

Optional Print Course Material: Canadian: Land Records - Part 2

*Course material will only be sent to students who are registered in the course.

When land was “granted” from the Crown to individuals or companies specific records were created to document the change in ownership. Record groups such as Military Grants, Township Papers, the Canada Company Papers, the Peter Robinson Papers, Correspondence to the Surveyor General and Commissions as well as various other land companies will be reviewed with the goal of determining where these records are today and how they may be of benefit to a genealogist.

It is vital that you become comfortable with the documentation and writing style so that you will be able to glean the correct information from the material. You will find the examples and assignments to be of interest and useful in this regard.

By following the family of John Newell through several examples and with his Case Study we can follow various transactions as they occurred for one family over a period of time.

Course Length: 7 weeks

Contact Hours: 18
Course Length: 7 weeks
Grading Scale: 70% Tests/30% Assignments
Course Content

MODULE 1
INTRODUCTION

ONTARIO LAND RECORDS INDEX
Case Study

MODULE 2
What’s Available on the Internet
Case Study

MODULE 3
What’s Available on the Internet
Case Study

MODULE 4
TALBOT SETTLEMENT
Col. Thomas Talbot Settlement
Case Study

MODULE 5
CANADA COMPANY
Canada Land Company
Contract Book
Canada Company Remittance Books
Case Study

MODULE 6
PETER ROBINSON SETTLEMENT
Case Study