Products tagged with 'estate executor form'

Appoint a trust company as a trustee with this free optional Will Clause. The clause is generic and is not specific to any state, province or country.

Appointment of Trust Company as Trustee

My Trustees are hereby authorized, if they wish to do so, to appoint a Trust Company to manage my estate or to act as their agent in respect of the management of my estate and from time to time in their discretion to terminate any such appointment and make another.

Request that shares in a Canadian company owned by a deceased shareholder be transferred to their estate with this Declaration for Transmission of Shares on Death.

• This is a statutory declaration form that must be completed by the executor of the deceased's estate.
• The shares must be transferred into the deceased's estate so that they can be distributed to the beneficiaries.
• This statutory declaration template is a free form provided for the convenience of estate executors.
• Governed by Canadian laws and intended for use only for the administration of estates in Canada.

Prepare an Assignment of Interest in Estate with this template form for executors, beneficiaries and testators in Canada.

• The assignment is made by a beneficiary who is receiving, or expecting to receive in future, a gift of property from the estate of a family member.
• The beneficiary assigns to a third party all or part of the bequest left to him/her in the deceased's Will.
• This form contains language for both living and deceased testators, so it can be used to assign actual or anticipated future bequests.
• As an executor, you may find yourself asked to pay out a bequest to a bank or creditor. When that happens, you can use this form.
• Intended for use only in Canada.

Learn about the Duties of an Executor with this free downloadable summary of the responsibilities of the executor of an estate.

• The executor (sometimes called a personal representative) is responsible for such things as:
  • reviewing the will,
  • arranging probate,
  • taking inventory of the assets,
  • preparing the final tax return,
  • distribution of the assets to the beneficiaries (heirs).
• 'Duties of an Executor' is a free downloadable PDF checklist and guide.

Prepare a Demand Promissory Note for a loan payable from a family member's estate with this easy-to-use template form.

• This type of Promissory Note would typically be used to secure loans between close family members, such as a loan from a parent or grandparent to a child or grandchild.
• Only the lender can demand payment.
• The borrower agrees to repay the entire loan within a specified time following the lender's death or, at the option of the lender's executors, the loan amount may be deducted from the borrower's share of the lender's estate.
• This is a generic legal form which can be used anywhere.

Have you made a Will yet? If you were to die without a Will, your loved ones will have to pay court costs and legal fees to administer your estate.

• If you own real estate or other assets, whether in Canada or outside of the country, you need to have a Will to make sure your property is distributed in accordance with your wishes.
• This complete Legal Will Kit and Estate Plan for Canadian residents includes everything you need to make your will:
  • Last Will and Testament form, with instructions to help you complete the document. Special instructions for Quebec.
  • Guide to Making a Will in Canada, which contains information and things you need to know to help you through the process of preparing your Will.
  • Legal Requirements for each province and territory.
  • Will Information Sheet which is a checklist of information you will need to compile in order to complete your Will.
  • Organ Donor Information.
  • Estate Plan and Questionnaire developed by a financial planner, to help you decide how you want all your property, investments, stocks and other assets to be preserved during your lifetime and distributed after your death.
  • How to Choose an Executor and a Guardian for Minor Children.
  • Affidavit of Execution of Will forms for Alberta, Manitoba, New Brunswick, Newfoundland & Labrador, Nova Scotia, Northwest Territories, Ontario, Saskatchewan and Yukon.
• Download your complete Canada Legal Will Kit and Estate Plan immediately after purchase.