Questionnaire for Choosing Executors | Canada
This Executorship Questionnaire for Canadians will help you choose executors and personal representatives as part of your estate planning process.
- Complete the detailed 14-page questionnaire form with all the pertinent information you need in order to choose the people who will administer your estate after your death, or act on your behalf if you become incapacitated, including: an executor, trustee, guardian for minor children, and attorney under an Enduring Power of Attorney.
- The form also includes instructions for preparing estate planning documents: (will, power of attorney and advance medical directive).
- No need to buy multiple copies for different family members - purchase one copy and use it as often as you like.
- This form is downloadable and fully editable. Available in MS Word format.
- Intended to be used only in Canada.
Choosing an Executor or a Guardian of Minor Children in 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 Guardian of My Children? It's important to choose the right people to fill these vital roles.
- These free articles contain a set of guidelines to assist you in choosing an executor of your estate and a guardian for any minor children when writing your will.
- Available as a free PDF download.
Complete Legal Will Kit | Canada
Have you made a Will yet?
Why should I make a will?
If you were to die intestate (without a valid Will), your loved ones will have to pay court costs and legal fees to administer your estate. They already have enough to deal with after your passing - you can spare them the extra expense and trouble by making a will.
If you own real estate or other assets, whether in Canada or outside of the country, you need to have a Will to make sure your property is distributed in accordance with your wishes.
What is included in the Canada Legal Will Kit and Estate Plan?
This complete Legal Will Kit and Estate Plan for Canadian residents includes everything you need to make your will:
- Last Will and Testament form, with instructions to help you complete the document. Special instructions for Quebec.
- Guide to Making a Will in Canada, which contains information and things you need to know to help you through the process of preparing your Will.
- Legal Requirements for each province and territory.
- Will Information Sheet which is a checklist of information you will need to compile in order to complete your Will.
- Organ Donor Information.
- Estate Plan and Questionnaire developed by a financial planner, to help you decide how you want all your property, investments, stocks and other assets to be preserved during your lifetime and distributed after your death.
- How to Choose an Executor and a Guardian for Minor Children.
- Affidavit of Execution of Will forms as required for Alberta, Manitoba, New Brunswick, Newfoundland & Labrador, Nova Scotia, Northwest Territories, Ontario, Saskatchewan and Yukon.
How do I order the Will Kit?
Just add it to your cart and check out. Your complete Canada Legal Will Kit and Estate Plan will download automatically immediately after purchase.
Are the forms legal across Canada?
This English-language will kit can be used in all provinces and territories. A French-language will is available on request. Please contact our Support Team for details.
Duties of an Executor
Learn about the Duties of an Executor with this free downloadable summary of the responsibilities of the executor of an estate.
- The executor (sometimes called a personal representative) is responsible for such things as:
- reviewing the will,
- arranging probate,
- taking inventory of the assets,
- preparing the final tax return,
- distribution of the assets to the beneficiaries (heirs).
- 'Duties of an Executor' is a free downloadable PDF checklist and guide.
Executor Fee Agreement
Arrange for the executor of your estate to be paid for their services with this Executor Fee Agreement.
- The purpose of the Agreement is to ensure that the person you name in your Will to act as executor of your estate is fairly compensated by setting out the amount of the fee and how it will be paid.
- This is a generic legal document which is not specific to any country or region.
- The template is fully editable to fit your circumstances.
- This Executor Fee Agreement template is available in MS Word format.
Receipt and Release by Beneficiary of Estate
Estate executors, when you distribute property to the beneficiaries as set out in the Will of the deceased, have each of them sign this Receipt and Release form.
- The beneficiary acknowledges receipt of the estate property.
- The beneficiary releases the executor from any liability in connection with the beneficiary's interest in the estate.
- The beneficiary indemnifies the executor against any claims with respect to the distribution.
- This is a reusable form which you can use each time you make a distribution of estate assets to a beneficiary.
- The form can be used in any jurisdiction which does not have a statutory form.
General Release of Individual by Individual | Canada
Before you pay out a settlement amount to another person to settle a legal claim, make sure they sign this General Release form.
- The releasing party waives and releases any claims against you for loss, damage or otherwise that he/she may have, whether now or in future.
- In return for giving the Release, the releasing party will be paid in cash and/or some other type of consideration.
- You can use this form in any Canadian province or territory. A French language version may be required in Quebec.
- To download the General Release form just add it to your shopping cart, check out and pay, then download. The document is available in MS Word format.
Alberta Codicil to Will
Make minor changes to your Last Will and Testament with this Codicil form for Alberta residents.
What is a codicil?
A codicil is a legal document that allows you to make additions or changes to your will without the necessity of making a whole new will. Once it is completed, it will become part of your original Will.
How should the document be signed?
The Codicil must be executed and witnessed in the same manner as the original Will, in accordance with the Alberta Surrogate Court Rules.
Document Format and Jurisdiction
The document template is available in MS Word format and includes the required Form NC 8 - Affidavit of Witness.
This Will Codicil form is intended for use only in the Province of Alberta, Canada.
Executor Fee Agreement
Arrange for the executor of your estate to be paid for their services with this Executor Fee Agreement.
- The purpose of the Agreement is to ensure that the person you name in your Will to act as executor of your estate is fairly compensated by setting out the amount of the fee and how it will be paid.
- This is a generic legal document which is not specific to any country or region.
- The template is fully editable to fit your circumstances.
- This Executor Fee Agreement template is available in MS Word format.
Will Clause for Paying Compensation to Executor
This free optional Will Clause directs that compensation be paid to the executor under a compensation agreement signed during the testator's lifetime.
Download the digital file or just copy and paste the following text.
I DECLARE AND DIRECT that my Executor _______________________ shall be entitled to receive and shall be paid out of my estate as compensation for acting as Executor and Trustee of and under this my Will the fees, reimbursements and other compensation provided for in the Compensation Agreement between _______________________ and me signed on the ____ day of ________, ________ and prior to the execution of this my Will.
