Products tagged with 'estate planning form'

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.

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

What is a codicil?

A codicil is a legal document that allows you to make additions or changes to your will without the necessity of making a whole new will. Once it is completed, it will become part of your original Will.

How should the document be signed?

The Codicil must be executed and witnessed in the same manner as the original Will, in accordance with the Alberta Surrogate Court Rules.

Document Format and Jurisdiction

The document template is available in MS Word format and includes the required Form NC 8 - Affidavit of Witness.

This Will Codicil form is intended for use only in the Province of Alberta, Canada.

Make a Springing Power of Attorney with this easy-to-use template for Northwest Territories residents.

• A springing power of attorney only takes effect upon a date that you specify or upon the occurrence of a specific event, such as if you were judged mentally incapacitated. You must state the date or event in your Power of Attorney.
• The form includes instructions and explanatory notes to assist you in preparing the document.
• You can appoint one person to act singly, or two or more persons to act jointly as your attorney(s). You can also choose to name alternates to take over if one of the original appointees can no longer act.
• The form also includes an Attorney's Acceptance of Appointment form, which should be signed by each person you name as your attorney or alternate.
• This legal form should only be used in the Territory of Northwest Territories, Canada.
• The form is available in MS Word format.

Make an Enduring Power of Attorney with this package of forms for the Province of British Columbia.

The package contains the following items:

• Making an Enduring Power of Attorney for British Columbia, which explains what a Power of Attorney is, how the document should be filled out and signed, and what the risks are in appointing an attorney to handle your affairs,
• Enduring Power of Attorney form,
• Statutory Declaration of Attorney for Land Titles form, required by the BC Land Title Office to allow your attorney to deal with your real estate property,
• Statutory Declaration for Evidence of Authority of Alternate Attorney..

This 10-page British Columbia Enduring Power of Attorney Forms Package is available in MS Word format, and is easy to use and understand.

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

Arkansas residents, make a Statutory Form Power of Attorney with this downloadable template.

• This Power of Attorney form is prepared in accordance with the Uniform Power of Attorney Act, Arkansas Code Title 28, Chapter 68.
• You can use this form to appoint an agent to manage your:
  • real estate property,
  • banking and financial transactions,
  • stocks and bonds,
  • personal property,
  • insurance,
  • pension and employment benefits,
  • tax and legal matters,
  •  business affairs and operations.
• This form cannot be used to give your agent the authority to make health care or medical decisions for you. You will need to use an Advance Health Care Directive (Power of Attorney for Health Care) for that purpose.
• The form is available in MS Word format and is easy to use. No need to buy additional copies - you and your spouse can each prepare a Power of Attorney with this form.
• Intended to be used only in the State of Arkansas.