Executor Fee Agreement

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.

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.

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.

If you were to die without a Will, your loved ones will have to pay court costs and legal fees to administer your estate. Don't let that happen. Get your complete USA Legal Will Kit and Estate Plan.

• The USA Legal Will Kit and Estate Plan package contains everything you need to make your will:
  • Last Will and Testament with self proving Affidavit, with instructions to help you complete the document and special provisions for Louisiana.
  • Making a Valid Will in the United States, a guide to help you through the process of making your will and ensuring that it meets legal requirements in your State.
  • Will Preparation Checklist.
  • Glossary of legal terms commonly used in a Will.
  • Information about the duties and responsibilities of an executor.
  • Guidelines for choosing a personal guardian for minor children and a property guardian for minor beneficiaries.
• If you own real estate or other assets, whether in the United States or elsewhere, you should have a Will to make sure your property is distributed in accordance with your wishes.
• No need to buy multiple copies - you, your spouse or partner, and other family members can each prepare a Will using the same template.

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 PDF download.

This free optional Will Clause directs that compensation be paid to the executor under a compensation agreement signed during the testator's lifetime.

Download the digital file or just copy and paste the following text.

I DECLARE AND DIRECT that my Executor _______________________ shall be entitled to receive and shall be paid out of my estate as compensation for acting as Executor and Trustee of and under this my Will the fees, reimbursements and other compensation provided for in the Compensation Agreement between _______________________ and me signed on the ____ day of ________, ________ and prior to the execution of this my Will.