Customers who bought this item also bought
Family Trust Forms to Set Up Trust | Canada
Establish a trust fund and appoint trustees for a family trust with this package of forms for Canada.
- The Family Trust package contains the following documents:
- Discretionary Trust Deed.
- Resolutions of the original trustee accepting the trust, acknowledging the settlement and providing for execution of documents and banking authority.
- Receipt for the settlement from the settlor.
- Consent to Act as Trustee form.
- Appointment of additional trustees.
- Trustee resolutions to be signed by the additional trustees.
- Available in MS Word format.
- Governed by Canadian tax laws and intended to be used only in Canada.
$59.99
Family Trust Annual Resolutions | Canada
Prepare annual resolutions for a family trust in Canada with this easy-to-use forms package which contains:
- Trustee resolutions naming the records office, appointing the accountants, and confirming the acts of the trustees.
- Trustee resolutions resolving that all income allocations and expense payments required to be made have been or will be made for the year, and that the trust will not be liable for income tax under Part 1 of the Income Tax Act (Canada).
- This forms package is a downloadable MS Word file containing all of the resolutions. Fully editable and easy to use.
- Intended to be used only in Canada.
$9.99
Minutes of Annual Shareholders Meeting | Canada
Prepare the Minutes for an annual shareholders meeting of a Canadian business corporation with this downloadable template.
- The template covers all the matters which would be put before the meeting as resolutions, and which the shareholders would vote on, such as approving the financial statements and electing the directors for the coming year.
- With this form, it's easy to fill in the blanks where indicated and prepare the final version of the minutes for distribution to the shareholders.
- Writing up the Minutes of your company's annual shareholders meeting doesn't have to be tedious. Download the template and see how easy it can be.
- Intended to be used only by companies incorporated in Canada under a provincial or federal Business Corporations Act.
$6.29
British Columbia Representation Agreement Package (Section 7)
Make sure that your wishes are followed in the event that you become physically or mentally incapacitated, with this Representation Agreement Package (Section 7) for the Province of British Columbia.
- A Representation Agreement allows you to appoint someone you trust as your representative to make decisions for you in the event you become unable to do so. These decisions include medical care, living conditions, personal, financial and legal matters.
- This form is referred to as a Section 7 Agreement, which means that you grant your representative only the limited powers set out under Section 7 of the Representation Agreement Act.
- The package contains:
- Representation Agreement,
- Form 1, Certificate of Representative and Alternate Representative,
- Form 2, Certificate of Monitor,
- Form 4, Certificate of Witnesses,
- Statutory Declaration for Evidence of Authority of Alternate Representative,
- Instructions to help you complete the Section 7 Representation Agreement.
- Available in MS Word format.
- Intended to be used only in the Province of British Columbia, Canada.
$17.99
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