If you are a Canadian resident and you have children, own real estate, or hold valuable assets of any kind, you should have a valid Will.
Draft your Last Will and Testament using these Wills & Estate Forms for Canada, such as estate planning checklists, codicils, will templates, and forms for executors and administrators. All Canadian Wills & Estate Forms are provided in MS Word format, and are easy to use and understand.
Assignment of Interest in Estate (Canada)
Executors, are you administering an estate with a beneficiary who has assigned all or part of his/her inheritance to a third party? Use this template form to prepare an Assignment of Interest in Estate for Canada. This form contains language for both living and deceased testators, so it can be us...
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Have you made a Will that you want to make additions or changes to? Add a Codicil to your Last Will & Testament with this template form for the Province of Alberta. The Codicil must be executed and witnessed in the same manner as the original Will. The file includes the required form of Affidavit...
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Have you made a Will that you want to make additions or changes to? Add a Codicil to your Last Will & Testament with this template form for the Province of Ontario. The Codicil must be executed and witnessed in the same manner as the original Will. The file includes the required form of Affidavit...
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Complete Legal Will Kit & Estate Plan (Canada)
Have you made a Will yet? Take advantage of our special price on this complete Canadian legal will kit and estate plan. If you have property, investments, stocks or other assets - whether in Canada or offshore - you need to make a Will to ensure that those assets are distributed according to your...
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Declaration re Transmission of Shares on Death (Canada)
Are you acting as executor of an estate for a deceased person who owned shares in a Canadian company? Use this template Statutory Declaration re Transmission of Shares on Death form to request that the shares be transferred to the estate so that they can be distributed to the beneficiaries. Th...
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Guide to Computation of Executors Fees (Canada)
Use this guide to help you computer and calculate fees which are allowed to be charged by the executor of an estate in Canada, based on current tariffs and fee schedules. This is a Canadian estate administration document in MS Excel format....
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Last Will & Testament (Alberta)
Prepare your Last Will & Testament for the Province of Alberta with this easy-to-use template. The Will includes provisions for: bequeathing your estate to your spouse or life partner; family demise clauses (in other words, what happens to the estate if there are no survivors among the spous...
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Notice Regarding Death of a Tenant (Quebec)
Give notice to a landlord regarding the death of a tenant in Quebec with this Notice Regarding the Death of a Tenant form. The Notice must be served on a landlord of a residential rental premises by a surviving co-tenant, or a family member or liquidator of the deceased tenant's estate, in accord...
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Promissory Note for Family Loan Payable From Estate (Canada)
Use this template to prepare a Promissory Note for a loan payable from a family member's estate, for use in Canada. This form of Note would generally be used to secure loans between close family members, such as a loan from a parent or grandparent to a child or grandchild. Only the lender can d...
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Special Circumstances Need to be Reflected in Will (British Columbia)
Download this article which describes the special circumstances that should be considered when preparing a will in the Province of British Columbia, under the provisions of the Wills Act and the Wills Variation Act of BC. This is a Canadian article, provided in Adobe PDF format for easy downloadi...
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Statutory Declaration re Proof of Death (Alberta)
Has your spouse recently passed away? If the two of you owned real estate as joint tenants in the Province of Alberta, you will need to file this Statutory Declaration re Proof of Death. The Statutory Declaration must be filed with the appropriate Land Titles Office, in order to have title to the...
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Will Clause re Insurance Proceeds (Canada)
USe this template to prepare a Will clause for Canada, declaring that the proceeds of life insurance policies, except for RRSP's, are to form part of the estate and be paid to the beneficiaries as such. This clause is intended to be considered a declaration within the meaning of the Insurance Act. ...
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Will Preparation Checklist (Canada)
Use this handy Will Preparation Checklist in Canada, to help guide you through the process of preparing your Last Will and Testament. The checklist lists necessary information and important issues you should consider before preparing your will, such as: naming a guardian of your minor children a...
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