Alberta Personal Directive Form

Put together all the information you need to create your estate plan with this comprehensive Estate Planning Information Questionnaire for Canadian residents.

• The questionnaire will help you gather the data and provide the answers your lawyer and financial advisor will need to help you prepare your estate plan documents.
• Once you've answered all the questions, you'll be able to do a will, personal directive, and power of attorney.
• This document makes references to Canadian taxes and registered savings plans, but could be used in other countries with relatively minor changes.
• Available in MS Word format.

Do you know what the short-term and long-term financial impact would be for the survivor if you or your spouse or partner were to die?

• Use this Estate Planning Analysis Worksheet to help you determine:
  • the immediate cash requirements of the surviving spouse / partner,
  • ongoing monthly income needs, and
  • available assets.
• This Estate Planning Analysis Worksheet should be completed by both you and your spouse or partner.
• It is provided in MS Word format and can be easily downloaded and filled in, either on the computer or by hand.

Estate Planning in Canada: The Key to Effectively Transferring Your Assets is a 10-page package of information to help Canadians learn how to plan for the future.

• The package contains sections on a variety of related topics, including:
  • the reasons you need a solid estate plan,
  • the tax consequences that could arise upon your death,
  • wills and probate,
  • powers of attorney and personal directives,
  • estate shrinkage and liquidity,
  • the estate planning process and an estate plan checklist.
• Available in PDF format.
• Intended for use only in Canada.

Make an Enduring Power of Attorney with this template form for the Province of Alberta.

• The Enduring Power of Attorney ("EPA") allows you to name someone you trust as your attorney, to manage and make decisions regarding your property and financial affairs, including real estate, bank accounts, investments, corporate shares, taxes, bill payment and collection.
• The powers granted in this document are enduring, which means that they remain in effect until your death or until you revoke them.
• You decide if the EPA will take effect immediately or only after a specified future event, such as if you become mentally incapable of making decisions for yourself.
• Your attorney DOES NOT have the authority to make health care or other medical decisions for you. You will need to make a Personal Directive for that purpose.
• This form contains instructions on how to sign and witness the document, as well as general notes on making a power of attorney in Alberta.
• The package includes two forms of Affidavit of Attestation for the witness - one is for witnessing the donor's signature and one is for witnessing someone else signing on behalf of the donor.
• This legal form template is only to be used by persons who are residents of the Province of Alberta, Canada.
• Available in MS Word format, easy to download and use.

Cancel your Power of Attorney with this free Revocation of Power of Attorney form for Alberta residents.

• So long as you have mental capacity and can understand the impact of what you are doing, you have the right to cancel an existing Power of Attorney at any time, and revoke the powers you gave to your agent (attorney).
• You can use this Revocation form to cancel both general and enduring powers of attorney.
• Once you have signed the form, give a copy of it to the attorney.
• You should also give a copy to any banks, financial institutions, medical facilities, etc. that had a copy of your original Power of Attorney.
• The form should be signed in front of a witness, and includes an Affidavit of Attestation to be sworn by the witness.
• This is a free downloadable legal form intended for use in the Province of Alberta, Canada.

Prepare your will and plan for the future with this package of estate planning documents for the Province of Alberta.

This package contains the following documents:

1. Alberta Enduring Power of Attorney, which lets you name someone you trust to manage your property and financial affairs on your behalf.
2. Alberta Revocation of Power of Attorney form.
3. Alberta Personal Directive, which allows you to give instructions regarding medical treatment and health care decisions and name an agent to make those decisions for you, in the event you are not able to communicate those instructions at some point in the future.
4. Legal will kit for Canada, which includes a will form, information and instructions to help you complete your documents and ensure they meet legal requirements, an Alberta Affidavit of Witness of a Will in accordance with provincial laws, and a comprehensive estate planning questionnaire.
5. Alberta Codicil to Will.

Save almost 50% off the regular price of your estate planning documents with this all-in-one downloadable package. The forms can be used by more than one person in your household.

Give yourself and your family the peace of mind that comes with knowing you have made arrangements for future eventualities.