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Alberta Insurance Trust Deed
Establish an insurance trust to direct how and when your life insurance proceeds are distributed with this template Insurance Trust Deed for Alberta residents.
- The trust being formed under the indenture is an irrevocable trust.
- It is the intention of the settlor of the trust that the provisions of the trust indenture, and not the provisions of s. 34 or s. 35 of the Trustee Act (Alberta) govern the manner in which the trustee will administer and dispose of the trust property.
- The trustee may designate that income of the trust will include life insurance benefits, cash surrender value of life insurance policies, life insurance premium refunds, proceeds from life insurance policy loans, capital gains, any other receipts considered income under the Income Tax Act, but will exclude non-taxable dividends.
- The trustee has full discretion as to the division and distribution of the trust property.
- The trust property will not form part of the family property for purposes of the Matrimonial Property Act (Alberta).
- The settlor cannot be added as a beneficiary and cannot be appointed as a trustee.
- The settlor has no authority or power under the indenture and will not receive any benefits of any kind from the trust.
- The settlor cannot direct that any trust property be transferred to any person or persons.
- The settlor conveys the trust property to the trustee on the express understanding that ss. 75(2) and 107(4.1) of the Income Tax Act do not apply to the conveyance.
- No beneficiary who is a "designated person" under s. 74.5(5) of the Income Tax Act may receive or use income or capital of the trust while being a designated person.
- Available in MS Word format.
- Intended to be used only in the Province of Alberta, Canada.
$54.99
Charitable Remainder Trust | Canada
Prepare a charitable remainder trust with this downloadable template for Canadian residents.
- A charitable remainder trust allows the donor to retain a life interest in property transferred into the trust but makes an irrevocable gift of the residual interest to a registered charity. The charity then issues a donation receipt for the fair market value of the residual interest in the property at the time that the residual interest vests in the charity.
- The tax credit can be carried forward in whole or in part for up to five years.
- All capital gains are allocated to the capital beneficiary, i.e. the charity, which is tax-exempt.
- The net income of the trust is paid to the income beneficiary (the settlor and their spouse, and/or whoever else the settlor may designate in the trust).
- Trust expenses are paid from the trust income.
- This is an irrevocable trust.
- The template is available in MS Word format and is fully customizable.
- Governed by Canadian tax laws and intended to be used only in Canada.
$29.99
Alberta Statutory Declaration re Proof of Death
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 recorded with the appropriate Land Titles Office in order to have title to the property transferred into your name, as the surviving joint tenant.
- This free form is provided in MS Word format and is easy to print, download and use.
- Only for use in the Province of Alberta, Canada.
$0.00
Declaration for Transmission of Shares on Death | Canada
Request that shares in a Canadian company owned by a deceased shareholder be transferred to their estate with this Declaration for Transmission of Shares on Death.
- This is a statutory declaration form that must be completed by the executor of the deceased's estate.
- The shares must be transferred into the deceased's estate so that they can be distributed to the beneficiaries.
- This statutory declaration template is a free form provided for the convenience of estate executors.
- Governed by Canadian laws and intended for use only for the administration of estates in Canada.
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Alberta Personal Directive Form
What would happen if you suddenly became unable to look after yourself? Make your wishes known ahead of time with this Personal Directive form for Alberta residents.
- In a Personal Directive (sometimes called an advance health care directive or a living will), you appoint someone you trust as your agent to make personal care decisions on your behalf if you have been determined to lack capacity to make those decisions for yourself.
- Using this form you can give your agent detailed instructions and set out your wishes regarding:
- health care,
- accommodation,
- persons you can live and associate with,
- participation in social activities,
- educational activities,
- employment activities,
- legal matters, and
- other non-financial personal matters.
- This Personal Directive is a free fillable PDF form from the Government of Alberta, Form OPG5521 rev. 2016-06.
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