Legal Forms

This is a copy of the Will of Epicurus (341 BC-270 BC).

• Epicurus founded one of the major philosophies of ancient Greece, helping to lay the intellectual foundations for modern science and for secular individualism.
• Many aspects of his thought are still highly relevant some twenty-three centuries after they were first taught in his school in Athens, called 'the Garden.'
• Epicurus's philosophy combines a physics based on an atomistic materialism with a rational hedonistic ethic that emphasizes moderation of desires and cultivation of friendships.
• His world-view is an optimistic one that stresses that philosophy can liberate one from fears of death and the supernatural, and can teach us how to find happiness in almost any situation.
• His practical insights into human psychology, as well as his science-friendly world-view, gives Epicureanism great contemporary signficance as well as a venerable role in the intellectual development of Western Civilization.

The above taken from www.epicurus.net

Set up a joint venture to rent equipment with this downloadable Equipment Rental Joint Venture Agreement for Canada.

• The joint venture will purchase equipment which will be rented to customers.
• One of the parties will act as the manager of the joint venture's business.
• The managing co-venturer is accountable to the other co-venturers for the management of the joint venture.
• The remaining co-venturers have a right of first refusal to purchase the interest of a departing co-venturer.
• Provisions for remedies upon the default of any co-venturer.
• Provisions for winding up the joint venture.
• This legal agreement template is available as a fully editable MS Word document.
• Intended for use only in Canada.

Set up an Equity-Based Long Term Incentive Plan in your company with this downloadable template for U.S. businesses.

An Equity-Based Long Term Incentive Plan is an effective way for companies to motivate and reward their key employees and officers. By utilizing this downloadable template, businesses can set the parameters for their incentive program.

Participation and Benefits

The Plan enables key employees and officers to become stockholders, offering them a direct stake in the company's success. This alignment of interests helps foster dedication and commitment among the leadership team.

Attracting and Retaining Talent

Implementing a well-structured incentive plan enhances a company's ability to attract and retain top-tier talent. By providing meaningful rewards, the Plan supports the development of a skilled and loyal workforce.

Types of Awards

Awards granted under the Plan may include stock options, stock appreciation rights, deferred stock, restricted stock, or a combination of these elements. This flexibility allows companies to tailor their incentive offerings to meet organizational goals and employee expectations.

Getting Started

Download your copy of the USA Equity-Based Long Term Incentive Plan template today and begin rewarding your key contributors, strengthening your company's future and supporting ongoing growth.

Legality

This Plan is drafted in accordance with United States securities legislation, ensuring compliance and legitimacy for participating organizations.

Download a free copy of the Last Will of American novelist Ernest (Papa) Hemingway (1899-1961).

• The works of Ernest Miller Hemingway are considered classics of American literature. His writing style, known as the iceberg theory, was characterized by economy and understatement, and it influenced many other 20th century writers. His characters exuded authenticity, which reverberated with his public.
• In his younger years Hemingway worked as a reporter until World War I when he became an ambulance driver in Italy. This experience formed the basis for A Farewell to Arms.
• After the war he worked in Paris as a foreign correspondence, which led to him covering the Spanish Civil War, after which he wrote For Whom the Bell Tolls. During World War II he was present at D-Day and the liberation of Paris. In the midst of all this, he found time to get married four times.
• Hemingway's public persona was that of a hard drinking, hard living adventure seeker. After publishing The Old Man and the Sea, Hemingway went on safari to Africa and was almost killed in a plane crash, which left him in ill health for most of the rest of his life.
• He won the Nobel Prize for Literature in 1954.
• Hemingway committed suicide at his home in 1961.

Source: Wikipedia.org

Place shares into escrow as part of a purchase and sale transaction with this template Escrow Agreement form.

• The purchaser agrees to deposit the shares with the trustee until the full amount of the purchase price has been paid to the seller.
• Any dividends declared on the shares while they are in escrow will be paid to the purchaser.
• There are clauses detailing the trustee's actions in the event of a dispute between the purchaser and seller.
• The trustee is to act as a depositary and has no liability other than for its own gross negligence or default.
• The purchaser and seller agree to indemnify the trustee against claims or damages.
• The trustee will hold the shares until receipt of a joint order from the other parties to release the shares.
• This Escrow Agreement for Shares is a generic legal form which does not contain specific references to the laws of any country.
• Available in MS Word format. You can customize it to fit your specific needs.

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.

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

What is an estate plan and why do I need one?

The purpose of an estate plan is two-pronged: (1) after your death, to distribute your estate assets to the people or organizations that you designate, and (2) while you're still living, to give someone you trust the authority to make financial and healthcare decisions for you if you become unable to do so.

That's a simplified version, but it pretty much sums up the essence of an estate plan. 

The documents that make up your estate plan will include a Will (sometimes accompanied by the formation of a testamentary trust), a Power of Attorney for financial matters, and a Personal Directive (also called a Living Will, Healthcare Directive or Medical Directive), for healthcare and personal care matters.

Every person who owns assets, investments, or personal property that they want passed on to family members or others needs to have a Will, so that your property and personal items are distributed according to your wishes.

And each of us faces the uncertainty of a future time where we may no longer be able—whether physically or mentally—to make decisions for ourselves.

That is why every Canadian adult should make an estate plan—to ensure your wishes are followed, and to give both you and your loved ones peace of mind.

Learn more about making an estate plan in Canada.

What is the scope of this questionnaire?

The Estate Planning Checklist & Questionnaire will help you compile the data and provide the answers your legal and financial advisors will need to prepare your estate plan documents (will, trust, power of attorney, health care directive, etc.).

The Questionnaire will assist you in pulling together information your advisors and executors will need regarding:

• personal and family information
• assets and investments in your name, or jointly held with others
• life insurance policies
• liabilities you are responsible for
• business information, including farming interests
• personal balance sheet and income statement
• a list of documents your legal and financial advisors will want to review
• digital assets and online accounts

There are two versions of the digital assets section. One version is for your executors, which includes log-in details and information about:

• email accounts
• websites and domains you own
• social media, blogs and other user-generated content
• shopping accounts
• affiliate accounts and online revenue streams (such as Etsy, EBay, Amazon Handmade, Kijiji, etc)
• cryptocurrency accounts
• online banking and investment accounts

The other version of this digital assets section is for your lawyer and financial advisor, and does NOT include any usernames, passwords, passkeys, codes or other log-in details.

Once you have answered all questions in each section, you and your advisors will be able to prepare your estate plan documents with ease.

Learn more about digital assets:  What is a digital footprint? Should it be part of your will?

Templates for Canadians by Canadians

This document makes references to Canadian taxes and registered savings plans, but could be used in other countries with relatively minor changes to the specific questions.

The Estate Planning Checklist & Questionnaire for Canada is available as a downloadable MS Word template. You can reuse this document for other members of your family. Buy once, use as often as you like.

Our document templates are created by human professionals, in some instances with assistance from AI tools. They are always reviewed, vetted and finalized by humans. 

MegaDox.com—supplying you with the documents you need to manage your business and your life since 1999.

Protect your future and your loved ones with a complete Alberta Estate Planning Document Package — Will, Power of Attorney and Personal Directive Forms.

Planning ahead is one of the most important steps you can take to protect your family, your finances, and your personal wishes.

This comprehensive Alberta Estate Planning Package includes the essential legal documents you need to prepare for unexpected events, manage your affairs if you become unable to do so, and ensure your wishes are respected.

Designed specifically for residents of the Province of Alberta, this convenient downloadable package includes professionally prepared templates for:

1. Alberta Enduring Power of Attorney
2. Alberta Revocation of Power of Attorney
3. Alberta Personal Directive
4. Canada Complete Legal Will Kit
5. Alberta Codicil to Will

These editable documents allow you to create, update, and organize your estate planning documents from the comfort of your own home.

Learn more about making a will in Alberta.

What is included in the Alberta Estate Planning Package?

1. Alberta Enduring Power of Attorney

An Enduring Power of Attorney allows you to appoint a trusted person (your attorney) to manage your financial and property matters if you are unable or choose not to manage them yourself.

This document can help ensure that someone you trust has the authority to handle important financial and legal matters, including:

• Managing bank accounts and investments
• Paying bills and expenses
• Handling real estate and property matters
• Managing business and financial transactions
• Dealing with government agencies and other organizations

An Enduring Power of Attorney is an important part of an Alberta estate plan because it allows you to choose who will act on your behalf rather than leaving decisions to be made without your input.

2. Alberta Revocation of Power of Attorney Form

This Revocation of Power of Attorney form allows you to formally cancel a previously granted Power of Attorney.

Use this document when you want to terminate an existing appointment and no longer wish the named attorney to have authority to act on your behalf.

3. Alberta Personal Directive

An Alberta Personal Directive allows you to provide instructions about your personal care and health care decisions and appoint someone you trust to make decisions for you if you become unable to communicate or make those decisions yourself.

Your Personal Directive can address important personal matters, including:

• Medical treatment preferences
• Health care decisions
• Living arrangements
• Personal care choices
• Appointment of a decision-maker (agent)

A Personal Directive is a key part of future planning because it ensures that someone you choose can make personal decisions according to your wishes.

4. Legal Will Kit for Canada (Including Alberta Requirements)

This comprehensive Canadian Legal Will Kit provides the information, instructions, and forms needed to prepare your own legally structured will.

The Canadian Will Kit package includes:

• A customizable Last Will and Testament template
• Step-by-step information and instructions
• Guidance to help you complete your will correctly
• Alberta Affidavit of Witness of a Will form
• Comprehensive estate planning questionnaire

Creating a will allows you to:

• Decide how your property and assets will be distributed
• Name beneficiaries
• Appoint an executor to administer your estate
• Provide instructions regarding your final wishes
• Help reduce uncertainty and stress for your family

5. Alberta Codicil to Will

An Alberta Codicil to Will allows you to make certain changes or additions to an existing will without preparing an entirely new document.

A codicil may be useful when you need to update your estate plan because of changes such as:

• Adding or removing a beneficiary
• Changing an executor
• Updating specific gifts or instructions
• Reflecting changes in your personal circumstances

Why do you need an Alberta estate plan?

Many people put off estate planning because they assume it is only necessary for older adults or people with significant assets. In reality, every adult can benefit from having documents that explain their wishes and appoint trusted decision-makers.

Without proper planning, your family may face additional stress, delays, or uncertainty when dealing with your financial affairs, health care decisions, or estate administration.

A complete Alberta estate plan can help you:

• Protect your family and loved ones
• Maintain control over important decisions
• Choose who manages your affairs if you cannot
• Clearly communicate your wishes
• Make future decisions easier for those close to you

Save $$ with a complete Alberta estate planning package

Purchasing this all-in-one Alberta Estate Planning Package saves almost 50% compared with purchasing each document separately.

These downloadable forms are reusable and can be used by more than one person in your household, making this an affordable and practical way to organize your estate planning documents.

Prepare your Alberta will, Power of Attorney, and Personal Directive today and gain the peace of mind that comes from knowing you have planned for the future.

Additional Resources

• What is estate planning?, IG Wealth Management
• Why every Canadian should make a legally valid will, Empire Life
• Explaining the words and phrases commonly found in a Will, MegaDox.com
• Top Tips to Avoid Estate Tax in Canada, Munroe & Crawford

Protect your assets and plan for the future with a complete New Brunswick Estate Planning Document Package — Will, Power of Attorney and Personal Directive Forms.

Planning ahead is one of the most important steps you can take to protect your family, your finances, and your personal wishes.

This comprehensive New Brunswick Estate Planning Package includes the essential legal documents you need to prepare for unexpected events, manage your affairs if you become unable to do so, and ensure your wishes are respected.

These editable documents allow you to create, update, and organize your estate planning documents from the comfort of your own home.

Learn more about making a will in New Brunswick.

What is included in the New Brunswick Estate Planning Package?

Designed specifically for residents of the Province of New Brunswick, this convenient downloadable package includes all of these professionally prepared templates:

1. New Brunswick Enduring Power of Attorney for Property

The Enduring Power of Attorney for Property allows you to appoint a trusted person (your attorney) to manage your financial and property matters if you are unable or choose not to manage them yourself.

This document can help ensure that someone you trust has the authority to handle important financial and legal matters, including:

• Managing bank accounts and investments
• Paying bills and expenses
• Handling real estate and property matters
• Managing business and financial transactions
• Dealing with government agencies and other organizations

An Enduring Power of Attorney is an important part of your estate plan because it allows you to choose who will act on your behalf rather than leaving decisions to be made without your input.

2. New Brunswick Revocation of Power of Attorney Form

This Revocation of Power of Attorney form allows you to formally cancel a previously granted Power of Attorney.

Use this document when you want to terminate an existing appointment and no longer wish the named attorney to have authority to act on your behalf.

3. New Brunswick Power of Attorney for Personal Care

The Power of Attorney for Personal Care gives you an opportunity to name someone you trust to act as your agent, who will make health care and personal care decisions for you if you lack the capacity to do so.

You can address important personal matters in this document, including:

• Medical treatment preferences
• Health care decisions
• Living arrangements
• Personal care choices

4. New Brunswick Advance Health Care Directive

The Advance Health Care Directive is a document that allows you to set out your wishes and instructions regarding the types of medical treatment, procedures and medications you do or do not want to have administered to you in the event that you become unable to communicate those instructions, whether because of injury or illness.

5. Legal Will Kit for Canada (Including New Brunswick Requirements)

This comprehensive Canadian Legal Will Kit provides the information, instructions, and forms needed to prepare your own legally structured will.

The Canadian Will Kit package includes:

• A customizable Last Will and Testament template
• Step-by-step information and instructions
• Guidance to help you complete your will correctly
• New Brunswick Affidavit of Execution of a Will form
• Comprehensive estate planning questionnaire

Creating a will allows you to:

• Decide how your property and assets will be distributed
• Name beneficiaries
• Appoint an executor to administer your estate
• Provide instructions regarding your final wishes
• Help reduce uncertainty and stress for your family

Why do you need to prepare an estate plan?

Many people put off estate planning because they assume it is only necessary for older adults or people with significant assets. In reality, every adult can benefit from having documents that explain their wishes and appoint trusted decision-makers.

Without proper planning, your family may face additional stress, delays, or uncertainty when dealing with your financial affairs, health care decisions, or estate administration.

A complete New Brunswick estate plan can help you:

• Protect your family and loved ones
• Maintain control over important decisions
• Choose who manages your affairs if you cannot
• Clearly communicate your wishes
• Make future decisions easier for those close to you

Save $$ with a complete New Brunswick estate planning package

Purchasing this all-in-one New Brunswick Estate Planning Package saves almost 30% compared with purchasing each document separately.

These downloadable forms are reusable and can be used by more than one person in your household, making this an affordable and practical way to organize your estate planning documents.

Prepare your New Brunswick will, Power of Attorney, and Personal Directive today and gain the peace of mind that comes from knowing you have planned for the future.

Additional Resources

• What is estate planning?, IG Wealth Management
• Why every Canadian should make a legally valid will, Empire Life
• Explaining the words and phrases commonly found in a Will, MegaDox.com
• Top Tips to Avoid Estate Tax in Canada, Munroe & Crawford

Make your will and plan for the future with this package of estate planning documents for Yukon Territory of Canada.

An estate plan is essential for every Canadian adult because it ensures your property goes to the right people, appoints trusted individuals to make medical or financial choices if you become unable to do so, and reduces taxes and court fees for your family.

If you don’t have a will and a power of attorney in place, your wishes may not be followed.

Learn more about making a will in Yukon.

What Is Included in the Yukon Estate Planning Package

This package contains the following documents:

1. Yukon Enduring Power of Attorney form, which lets you name someone you trust to manage your property and finances for you
   
   
2. Yukon Revocation of Power of Attorney form
   
   
3. Yukon Abbreviated Advance Directive, which allows you to set out your instructions for end-of-life medical care and name someone to make medical decisions on your behalf
   
   
4. Complete legal will kit for Canada, which contains:
   1. Standard will form
   2. Yukon Affidavit of Witness to Will form as required by territorial laws
   3. Instructions and information to guide you through preparing your will
   4. Comprehensive estate planning questionnaire and checklist

Who can use this Estate Planning Package?

Any adult who resides in Yukon Territory and has legal capacity (is able to make decisions for themselves) can use these template forms.

The forms can be used by more than one person in your household, so you and your spouse / partner can both make your will and power of attorney from the same templates.

Why do you need to prepare an estate plan?

Without a plan, a provincial or territorial court will decide who distributes your estate, and the laws of succession will dictate how and to whom your estate assets are distributed.

When you make a will, a power of attorney, and a personal directive, the decisions are yours. For example,:

• You decide how your estate is divided and distributed.
• You name who will manage your estate.
• You decide who will act as guardian for minor children or dependents (as applicable).
• You decide who will pay your bills and manage your finances if you become incapable.
• You decide who will make medical and lifestyle choices for you if you cannot make those choices yourself.
• You can implement strategies to reduce probate fees and capital gains tax on your assets, such as setting up a trust.

Features of the Templates

• Each document in the Estate Planning Package comes with instructions to guide you through it.
• All documents are provided in MS Word format and are fully editable and reusable.
• The documents are compiled into a .zip file for easy downloading and extraction.
• These Estate Planning Package forms are compliant with Canadian tax laws and the laws of Yukon Territory.
• Save 30% off the regular total price of these estate planning documents with this all-in-one downloadable package. Downloadable convenience, easy-to-use forms, and a 30% discount!

Key Takeaway

Give yourself and your family the peace of mind that comes with knowing you have prepared for the future. Download the Yukon Estate Planning Package and put your estate plan in place today.

Additional Resources

• What is estate planning?, IG Wealth Management
• Why every Canadian should make a legally valid will, Empire Life
• Explaining the words and phrases commonly found in a Will, MegaDox.com
• Top Tips to Avoid Estate Tax in Canada, Munroe & Crawford