Wills and Estate Planning Forms

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

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

Estate Planning in Canada: The Key to Effectively Transferring Your Assets is a 10-page package of information to help Canadians learn how to plan for the future.

• The package contains sections on a variety of related topics, including:
  • the reasons you need a solid estate plan,
  • the tax consequences that could arise upon your death,
  • wills and probate,
  • powers of attorney and personal directives,
  • estate shrinkage and liquidity,
  • the estate planning process and an estate plan checklist.
• Available in PDF format.
• Intended for use only in Canada.

Arrange for the executor of your estate to be paid for their services with this Executor Fee Agreement.

• The purpose of the Agreement is to ensure that the person you name in your Will to act as executor of your estate is fairly compensated by setting out the amount of the fee and how it will be paid.
• This is a generic legal document which is not specific to any country or region.
• The template is fully editable to fit your circumstances.
• This Executor Fee Agreement template is available in MS Word format.

Download a copy of the Living Trust of Farrah Fawcett (1947-2009). This copy is the third amendment and complete restatement of the Trust Deed.

• Farrah Fawcett was an American actress best know for her role as Jill Munroe in the TV series "Charlie's Angels".
• Fawcett later appeared in numerous critically acclaimed TV movies (including The Burning Bed and Poor Little Rich Girl: The Barbara Hutton Story), and was nominated several times for Golden Globes and Emmy Awards.
• Fawcett became an international sex symbol after the release of her iconic poster, showing off her great figure and signature hairstyle, which was emulated by millions of young girls and women throughout the 1970s.

Download a free copy of the Last Will and Testament of Frank Sinatra.

• Francis Albert (Frank) Sinatra (1915-1998), whose nicknames include "Old Blue Eyes" and "the Chairman of the Board", was an American singer and actor who began his musical career in the swing era with Harry James and Tommy Dorsey.
  
  
• During the 1940s he launched a solo career and became a teen idol. In the 1950s, he found new fame as an actor, especially after he won the Academy Award for Best Supporting Actor for From Here to Eternity.
• Frank Sinatra founded Reprise Records and recorded a number of very successful albums, touring internationally. He was a founding member of the so-called Rat Pack (which included Dean Martin and Peter Lawford), and fraternized with celebrities and presidents, including President John F. Kennedy. Sinatra turned 50 in 1965, recorded the retrospective September of My Years, starred in the Emmy-winning television special Frank Sinatra: A Man and His Music, and scored hits with "Strangers in the Night" and "My Way".
  
  
• Sinatra attempted to weather the changing tastes in popular music, but with sales of his music dwindling, and after appearing in several poorly received films, he retired in 1971. Coming out of retirement in 1973, he recorded several albums; scored a Top 40 hit with "(Theme From) New York, New York" in 1980; and toured both within the United States and internationally until a few years before his death in 1998.
  
  
• Sinatra also forged a career as a dramatic actor, winning the Academy Award for Best Supporting Actor for his performance in From Here to Eternity, and he was nominated for the Academy Award for Best Actor for his role in The Man with the Golden Arm. He also starred in such musicals as High Society, Pal Joey, Guys and Dolls and On the Town.
  
  
• Frank Sinatra was awarded the Presidential Medal of Freedom by Ronald Reagan in 1985 and the Congressional Gold Medal in 1997. He was also the recipient of 11 Grammy Awards, including the Grammy Trustees Award, Grammy Legend Award and the Grammy Lifetime Achievement Award.

Biographical material taken from Wikipedia.com.

Image by Pixabay.com

Download a copy of Gary Coleman's Advance Health Care Directive (1968-2010).

• Gary Coleman was best known for his role as Arnold Jackson in the TV series "Diff'rent Strokes".
• His Advance Directive names his ex, Shannon Price as his agent.
• You can also download a free copy of Gary Coleman's will.

Source: TMZ.com.

Download a copy of the Last Will of Gary Coleman (1968-2010).

• Gary Coleman was an American child actor best known for his role as Arnold Jackson in "Diff'rent Strokes".
• After a successful acting career as a child, Coleman struggled professionally and financially as an adult. In 1989, he won a lawsuit against his parents and former business advisor over misappropriation of his assets.
• Gary suffered from a congenital kidney disease which stopped his growth at a young age. He attained the height of 4 ft 8 in. and retained a childlike appearance throughout his life. The condition also left him in poor health, resulting in two kidney transplants, regular dialysis, heart surgery and illness.
• Coleman's acting career in later years never took off. He appeared in a few low-budget movies and was a semi-regular on reality TV. His personal life was also a struggle, including several brushes with the law, accidents and apparent suicide attempts. He divorced his ex-wife in 2008, but according to her, they were living together at the time of his death.
• You can also download a free copy of Gary Coleman's Advance Medical Directive.

Source: Wikipedia.org

Download this free copy of the Codicil to baseball great George Steinbrenner's Last Will and Testament.

• A Codicil allows you to make changes to your Will without making a completely new Will. Mr. Steinbrenner amended his Last Will by adding this Codicil to it.
• You can find a copy of Mr. Steinbrenner's Last Will and Testament here.

Download a free copy of the Last Will and Testament of baseball legend George Steinbrenner (1930-2010).

• George M. Steinbrenner III, aka 'The Boss', was the principal owner and managing partner of the New York Yankees for 37 years. During that time, the Yankees won 7 World Series and 11 pennants.
• Steinbrenner was free-spending as far as contracts went, and was notorious for hiring and firing managers and coaches.
• You can also download a copy of a Codicil to Mr. Steinbrenner's Will.