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Estate Planning Questionnaire | Canada
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.
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Questionnaire for Choosing Executors | Canada
This Executorship Questionnaire for Canadians will help you choose executors and personal representatives as part of your estate planning process.
- Complete the detailed 14-page questionnaire form with all the pertinent information you need in order to choose the people who will administer your estate after your death, or act on your behalf if you become incapacitated, including: an executor, trustee, guardian for minor children, and attorney under an Enduring Power of Attorney.
- The form also includes instructions for preparing estate planning documents: (will, power of attorney and advance medical directive).
- No need to buy multiple copies for different family members - purchase one copy and use it as often as you like.
- This form is downloadable and fully editable. Available in MS Word format.
- Intended to be used only in Canada.
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Trusts and Tax Planning in Canada
Learn about the various trust structures available to Canadians, and their tax benefits to the individual or business.
- This guide contains information on:
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- The guide contains information relevant to Canadian residents and is available in Adobe PDF format.
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Ontario Codicil to Will
Make additions to your Last Will & Testament with this template Codicil to Will form for the Province of Ontario.
- The Codicil must be executed and witnessed in the same manner as the original Will.
- If you are making substantial changes to your Will, you should make a new Will instead of doing a codicil to the old one.
- The document also includes the required form of Affidavit of Execution of Will or Codicil (Form 74.8).
- This form is provided in MS Word format and is totally editable to meet your needs.
- Intended to be used only in the Province of Ontario, Canada.
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Complete Legal Will Kit | Canada
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.
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Nova Scotia Estate Planning Package
Do your will and plan for the future with this package of estate planning documents for the Province of Nova Scotia.
This package contains the following documents:
- Nova Scotia Enduring Power of Attorney, which lets you name someone you trust to manage your property and finances for you.
- Nova Scotia Revocation of Power of Attorney form.
- Nova Scotia Personal Directive, which allows you to give instructions regarding medical treatment and personal care decisions, in the event you are not able to give those instructions at some point in the future.
- Legal will kit for Canada, which includes a will form, a Nova Scotia Affidavit of Execution of Will form as required by provincial laws, instructions and information to guide you through preparing your will, and a comprehensive estate planning questionnaire.
Save almost 60% 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.
$19.99
