Questionnaire for Choosing Executors | Canada

Add this clause to a Will made in Canada to direct how life insurance proceeds are to be distributed.

• The testator (person making the Will) declares that the proceeds of life insurance policies, except for RRSPs, 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 (Canada).
• This Canada Will Clause re Insurance Proceeds is a downloadable form in MS Word format.

Have you and your spouse decided to separate? Put the terms of the separation in writing with this Separation Agreement for Canada.

• The Agreement provides for custody of and access to the children of the marriage (if any), and the amount of spousal support and child maintenance to be paid by one spouse to the other (if any).
• Joint debts will be paid by both parties, and debts owed by one of the individuals will be paid solely by the person owing the debt.
• The parties will agree on how property jointly owned by both spouses will be divided. Property owned by only one person will belong to that person.
• There is a section dealing with the disposition of the matrimonial home, which must be agreed on by both parties.
• Each spouse must list his or her assets and liabilities.
• The form includes an Affidavit of Execution form (to be sworn by a witness), a Certificate of Independent Legal Advice or an Acknowledgement and Waiver of Independent Legal Advice (whichever is appropriate).
• You will need to see a lawyer for independent legal advice before signing this form.

Ending a marriage is never easy, but putting everything in writing can smooth out some of the wrinkles. Download this Canada Separation Agreement to get you started.

Write up an Acknowledgement and Waiver of Independent Legal Advice for a client to sign with this template form for Canadian lawyers.

• The person signing the document acknowledges that he or she has been offered independent legal advice to advise him (her) of the ramifications, effect and scope of the document he or she is signing.
• The person has decided of his or her own free will to waive such independent legal advice.
• This form can be used anywhere in Canada.
• This is a reusable Canadian legal form. Purchase it, download it, save it as a template, use it as often as you require.
• To access the form, add it to your shopping cart and go through checkout, then download.

Put together all the information you need to create your estate plan with this comprehensive Estate Planning Information Questionnaire for Canadian residents.

• The questionnaire will help you gather the data and provide the answers your lawyer and financial advisor will need to help you prepare your estate plan documents.
• Once you've answered all the questions, you'll be able to do a will, personal directive, and power of attorney.
• This document makes references to Canadian taxes and registered savings plans, but could be used in other countries with relatively minor changes.
• Available in MS Word format.

Use this free downloadable form to prepare an Affidavit of Execution for legal documents in Canada.

• An Affidavit of Execution is also called an Affidavit of Witness or Affidavit of Attestation.
• The affidavit must be sworn by a person who witnessed a legal document being signed.
• It must be given in front of an officer of the Court, such as a Commissioner for Oaths or a Notary Public.
• This form can be used in any province or territory of Canada by filling in the appropriate jurisdiction where indicated.
• The Affidavit of Execution form is free to download and use.