Estate Planning Forms Package—Yukon

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