Products tagged with 'estate planning form'

Make an enduring power of attorney and be sure that your property and finances will be taken care of with this downloadable easy-to-use form for Nunavut.

• The consolidated Powers of Attorney Act is the law that governs power of attorney and the actions of persons appointed as attorneys in Nunavut.
• This form is an enduring power of attorney (EPA) which means that it will continue to be effective even if you become mentally incapable at some point in the future.
• The EPA deals only with property and financial matters. It cannot be used to designate someone to make health care decisions for you.
• Download this Nunavut Enduring Power of Attorney immediately after purchase. Other members of your family can use the same form to make their own EPA.

Make an Enduring Power of Attorney with this easy-to-use form for Prince Edward Island.

• A power of attorney lets you name another person to handle your financial affairs for you when you are unable to do so.
• This is called an enduring power of attorney (an 'EPA') because it remains in effect even if you lose legal capacity to manage your own affairs.
• The General Power of Attorney gives your attorney the authority to handle your personal and business finances, but does not give them the power to make health care decisions for you. For that purpose, you will need a Health Care Directive form.
• The form includes instructions to walk you through how to complete your EPA.
• The package also includes answers to the most common questions about powers of attorney in Prince Edward Island.
• Buy the form, download and save it, and it can then be used by more than one person in your family. No need to buy separate copies.

Have you made a Will yet?

Why should I make a will?

If you were to die intestate (without a valid Will), your loved ones will have to pay court costs and legal fees to administer your estate. They already have enough to deal with after your passing - you can spare them the extra expense and trouble by making a will.

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.

What is included in the Canada Legal Will Kit and Estate Plan?

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 as required for Alberta, Manitoba, New Brunswick, Newfoundland & Labrador, Nova Scotia, Northwest Territories, Ontario, Saskatchewan and Yukon.

How do I order the Will Kit?

Just add it to your cart and check out. Your complete Canada Legal Will Kit and Estate Plan will download automatically immediately after purchase.

Are the forms legal across Canada?

This English-language will kit can be used in all provinces and territories. A French-language will is available on request. Please contact our Support Team for details.

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.

Make changes to your Last Will and Testament with this Will Codicil form for Australian residents.

• The Codicil must be executed and witnessed in the same manner as the original Will, in order to take effect.
• The document includes instructions on proper execution and witnessing, for your reference.
• This is a downloadable legal template which is fully editable to meet your needs and can be used throughout Australia.

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.