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It's never too soon to start planning for the unexpected. Learn how to protect your assets and provide for your loved ones with our Estate Planning forms and information. Choose from the MegaDox.com library of documents, forms, checklists and information about estate planning, writing a will, choosing an executor, appointing a guardian, and being prepared for unforeseen events such as illness and injury. All Estate Planning forms and provided in easy-to-use formats (MS Office and PDF).
Prepare an Alter Ego Trust Deed with this easy-to-use template, pursuant to the provisions of the Income Tax Act (Canada). An alter ego trust is a trust created after 1999 by an individual aged 65 or over. Provisions of the Trust Deed include: The individual has the exclusive right to receive all ...
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Business & Personal Planning Considerations
Do you have questions about your business and personal estate planning? Download this free overview of several business scenarios entitled "Business & Personal Planning Considerations". Each of the examples in the article strongly indicates a need for a considered and detailed business and estate...
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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...
Price: $15.00 Learn More
Complete Legal Will Kit (Australia)
Have you made a Will yet? Take advantage of our special price on this Complete Legal Will Kit for Australia. If you have property, investments, stocks or other assets - either in Australia or abroad - you need to make a Will to ensure that those assets are distributed according to your wishes. ...
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Complete Legal Will Kit (New Zealand)
Have you made a Will yet? Take advantage of our special price on this Complete Legal Will Kit for New Zealand. If you have property, investments, stocks or other assets - either in New Zealand or abroad - you need to make a Will to ensure that those assets are distributed according to your wishe...
Price: $15.00 Learn More
Complete Legal Will Kit (United Kingdom)
Have you made a Will yet? If you have property, investments, stocks or other assets, you need to make a Will to ensure that those assets are distributed according to your wishes. Take advantage of our special price on this complete will kit for the United Kingdom, which contains easy-to-use form...
Price: $15.00 Learn More
Complete Legal Will Kit and Estate Plan (USA)
Have you made a Will yet? If you have property, investments, stocks or other assets - whether within the USA or offshore - you need to make a Will to ensure that those assets are distributed according to your wishes. Take advantage of our special price on this complete USA Will Kit which contain...
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Declaration of Life Insurance Trust (USA)
Assign all of your rights in a life insurance policy to a Trustee to be held in trust with this Declaration of Life Insurance Trust template for the USA. Upon the death of the trustor, the trustee may purchase assets from the trustor's estate. The Life Insurance Trust is irrevocable. The trust...
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Estate Planning (British Columbia)
Download this free article on the importance of estate planning as a means of reducing to the maximum extent the amount of probate tax payable in the Province of British Columbia. This is Canadian estate planning information provided in Adobe PDF format....
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Estate Planning Analysis Worksheet
Do you know what the short-term and long-term financial impact would be for the survivor if you or your spouse / partner were to die? Use this Estate Planning Analysis Worksheet to help you determine: the immediate cash requirements of the surviving spouse / partner, ongoing monthly income need...
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Estate Planning Information Questionnaire (Canada)
Use this detailed 22-page Estate Planning Information Questionnaire to gather all the information your lawyer and financial advisors will need to help you draft a will, personal directive, power of attorney, and estate plan. Sections covered include: family information, marital status, children, e...
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Estate Planning in Canada: The Key to Effectively Transferring Your Assets
"Estate Planning in Canada: The Key to Effectively Transferring Your Assets" is a 10-page package developed by McClure Financial Services to help Canadians learn how to plan for the future. The package contains sections on a variety of related topics, including: reasons for a complete estate pl...
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Executorship Questionnaire (Canada)
Use this Executorship Questionnaire for Canada to help you choose your executors, trustees, guardian for minor children, attorney (under an Enduring Power of Attorney) and other personal representatives who will be involved in the administration of your estate, or in acting on your behalf if you bec...
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Personal Net Worth Statement (Canada)
Calculate your personal net worth with this fill-in-the-blank Personal Net Worth Statement for Canadian residents. The Statement sets out all of your assets and liabilities, including real estate, stocks, bonds, debts owed to you, debts you owe to others (including car loans, mortgages, etc.), an...
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Personal Net Worth Statement (USA)
Calculate your personal net worth with this fill-in-the-blank Personal Net Worth Statement for USA residents. The Statement sets out all of your assets and liabilities, including real estate, stocks, bonds, debts owed to you, debts you owe to others (including car loans, mortgage loans, etc.), an...
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Who Should I Choose as my Executor / as the Guardian of my Children? (Alberta)
Do you have questions about how to choose an executor for your will, or who you should appoint to be guardian of your children if you were to die suddenly? You can find answers to your questions in these two articles, entitled "Who Should I Choose as My Executor?" and "Who Should I Choose as the ...
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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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