CANADA

Make minor changes to your Last Will and Testament with this Codicil form for Alberta residents.

• 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.
• The Codicil must be executed and witnessed in the same manner as the original Will, in accordance with Alberta Surrogate Court Rules.
• The template includes the required Form NC 8 - Affidavit of Witness.
• This legal form is only for use in the Province of Alberta, Canada.

Prepare your will and plan for the future with this package of estate planning documents for the Province of Alberta.

This package contains the following documents:

1. Alberta Enduring Power of Attorney, which lets you name someone you trust to manage your property and financial affairs on your behalf.
2. Alberta Revocation of Power of Attorney form.
3. Alberta Personal Directive, which allows you to give instructions regarding medical treatment and health care decisions and name an agent to make those decisions for you, in the event you are not able to communicate those instructions at some point in the future.
4. Legal will kit for Canada, which includes a will form, information and instructions to help you complete your documents and ensure they meet legal requirements, an Alberta Affidavit of Witness of a Will in accordance with provincial laws, and a comprehensive estate planning questionnaire.
5. Alberta Codicil to Will.

Save almost 50% off the regular price of your estate planning documents with this all-in-one downloadable package. The forms can be used by more than one person in your household.

Give yourself and your family the peace of mind that comes with knowing you have made arrangements for future eventualities.

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.

Prepare an Assignment of Interest in Estate with this template form for executors, beneficiaries and testators in Canada.

• The assignment is made by a beneficiary who is receiving, or expecting to receive in future, a gift of property from the estate of a family member.
• The beneficiary assigns to a third party all or part of the bequest left to him/her in the deceased's Will.
• This form contains language for both living and deceased testators, so it can be used to assign actual or anticipated future bequests.
• As an executor, you may find yourself asked to pay out a bequest to a bank or creditor. When that happens, you can use this form.
• Intended for use only in Canada.

Prepare your will and plan for the future with this package of estate planning documents for the Province of British Columbia.

This package contains the following documents:

1. BC Enduring Power of Attorney, which lets you name someone you trust to manage your property and financial affairs on your behalf.
2. BC Revocation of Power of Attorney form.
3. BC Section 9 Representation Agreement with Limited and General Powers, which lets you appoint a representative to make health care and personal care decisions for you.
4. BC Section 7 Representation Agreement, which lets you appoint a representative to help you with health care and personal care decisions, manage your financial affairs, and other matters that you specify in the document.
5. Legal will kit for Canada, which includes a will form, information and instructions to help you complete your documents and ensure they meet legal requirements, and a comprehensive estate planning questionnaire.

Save 40% off the regular price of your estate planning documents with this all-in-one downloadable package. The forms can be used by more than one person in your household.

Give yourself and your family the peace of mind that comes with knowing you have made arrangements for future eventualities.

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.

Have you made a Will yet? If you were to die without a Will, your loved ones will have to pay court costs and legal fees to administer your estate.

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. This complete Legal Will Kit and Estate Plan for Canadian residents includes everything you need to make your will:

1. Last Will and Testament form, with instructions to help you complete the document. Special instructions for Quebec.
2. 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.
3. Legal Requirements for each province and territory.
4. Will Information Sheet which is a checklist of information you will need to compile in order to complete your Will.
5. Organ Donor Information.
6. 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.
7. How to Choose an Executor and a Guardian for Minor Children.
8. Affidavit of Execution of Will forms for Alberta, Manitoba, New Brunswick, Newfoundland & Labrador, Nova Scotia, Northwest Territories, Ontario, Saskatchewan and Yukon.

Download your complete Canada Legal Will Kit and Estate Plan immediately after purchase.

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.

Estate Planning in Canada: The Key to Effectively Transferring Your Assets is a 10-page package of information to help Canadians learn how to plan for the future.

• The package contains sections on a variety of related topics, including:
  • the reasons you need a solid estate plan,
  • the tax consequences that could arise upon your death,
  • wills and probate,
  • powers of attorney and personal directives,
  • estate shrinkage and liquidity,
  • the estate planning process and an estate plan checklist.
• Available in PDF format.
• Intended for use only in Canada.

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.

Prepare your will and plan for the future with this package of estate planning documents for the Province of Manitoba.

This package contains the following documents:

1. Manitoba General Enduring Power of Attorney, which lets you name someone you trust to manage your property and financial affairs on your behalf.
2. Manitoba Revocation of Power of Attorney form.
3. Manitoba Health Care Directive, which allows you to give instructions regarding medical treatment and health care decisions and name an agent to make those decisions for you, in the event you are not able to communicate those instructions at some point in the future.
4. Legal will kit for Canada, which includes a will form, information and instructions to help you complete your documents and ensure they meet legal requirements, a Manitoba affidavit form 74fe in accordance with provincial laws, and a comprehensive estate planning questionnaire.

Save over 50% off the regular price of your estate planning documents with this all-in-one downloadable package. The forms can be used by more than one person in your household.

Give yourself and your family the peace of mind that comes with knowing you have made arrangements for future eventualities.

Make your will and plan for the future with this package of estate planning documents for the Province of New Brunswick.

This package contains the following documents:

1. New Brunswick Enduring Power of Attorney for Property, which lets you name someone you trust to manage your property and financial affairs on your behalf.
2. New Brunswick Revocation of Power of Attorney form.
3. New Brunswick Power of Attorney for Personal Care, which allows you to designate an agent to make health care and personal care decisions for you if you lack the capacity to do so.
4. Legal will kit for Canada, which includes a will form, a New Brunswick Affidavit of Witness to Will form as required by provincial laws, instructions and information to guide you through preparing your will, and a comprehensive estate planning questionnaire.

Save almost 30% off the regular price of your estate planning documents with this all-in-one downloadable package. The forms can be used by more than one person in your household.

Give yourself and your family the peace of mind that comes with knowing you have made arrangements for future eventualities.

Make your will and plan for the future with this package of estate planning documents for the Province of Newfoundland and Labrador.

This package contains the following documents:

1. NL Enduring Power of Attorney, which lets you name someone you trust to manage your property and finances for you.
2. NL Revocation of Power of Attorney form.
3. Newfoundland and Labrador Advance Health Care Directive, which allows you to give instructions about medical treatments and designate a decision maker to make health care decisions for you if you lack the capacity to do so.
4. Legal will kit for Canada, which includes a will form, a Newfoundland Affidavit - Proof of Will form as required by provincial laws, instructions and information to guide you through preparing your will, and a comprehensive estate planning questionnaire.

Save over 30% off the regular price of your estate planning documents with this all-in-one downloadable package. The forms can be used by more than one person in your household.

Give yourself and your family the peace of mind that comes with knowing you have made arrangements for future eventualities.

Do your will and plan for the future with this package of estate planning documents for the Province of Nova Scotia.

This package contains the following documents:

1. Nova Scotia Enduring Power of Attorney, which lets you name someone you trust to manage your property and finances for you.
2. Nova Scotia Revocation of Power of Attorney form.
3. Nova Scotia Personal Directive, which allows you to give instructions regarding medical treatment and personal care decisions, in the event you are not able to give those instructions at some point in the future.
4. Legal will kit for Canada, which includes a will form, a Nova Scotia Affidavit of Execution of Will form as required by provincial laws, instructions and information to guide you through preparing your will, and a comprehensive estate planning questionnaire.

Save almost 60% off the regular price of your estate planning documents with this all-in-one downloadable package. The forms can be used by more than one person in your household.

Give yourself and your family the peace of mind that comes with knowing you have made arrangements for future eventualities.

The personal representative (executor) of a tenant who has died can terminate the lease early by serving the landlord with this Form I Tenant's Notice to Quit, under Section 10E of the Nova Scotia Residential Tenancies Act.

• This form is only used in circumstances where the personal representative is ending the tenancy early because the tenant has passed away.
• The Notice contains instructions as to how the form must be completed and served on the landlord.
• Nova Scotia Tenant's Notice to Quit - Early Termination of Tenancy by Personal Representative, Form I can be downloaded via the link provided.

Do your will and plan for the future with this package of estate planning documents for the Territory of Nunavut, Canada.

This package contains the following documents:

1. Nunavut Enduring Power of Attorney, which lets you name someone you trust to manage your property and finances on your behalf.
2. Nunavut Revocation of Power of Attorney form.
3. Nunavut Advance Health Care Directive, which allows you to give instructions regarding end-of-life medical treatment and appoint someone as your guardian to make health care and personal care decisions for you if you cannot do so.
4. Legal will kit for Canada, which includes a will form, instructions and information to guide you through preparing your will, and a comprehensive estate planning questionnaire.

Save 50% off the regular price of your estate planning documents with this all-in-one downloadable package. The forms can be used by more than one person in your household.

Give yourself and your family the peace of mind that comes with knowing you have made arrangements for future eventualities.

Make additions to your Last Will & Testament with this template Codicil to Will form for the Province of Ontario.

• The Codicil must be executed and witnessed in the same manner as the original Will.
• If you are making substantial changes to your Will, you should make a new Will instead of doing a codicil to the old one.
• The document also includes the required form of Affidavit of Execution of Will or Codicil (Form 74.8).
• This form is provided in MS Word format and is totally editable to meet your needs.
• Intended to be used only in the Province of Ontario, Canada.

Make your will and plan for the future with this package of estate planning documents for the Province of Ontario.

This package contains the following documents:

1. Ontario Continuing Power of Attorney for Property, which lets you name someone you trust to manage your property and financial affairs on your behalf.
2. Ontario Power of Attorney for Personal Care, which lets you name an agent to make health care and personal care decisions on your behalf if you become incapacitated.
3. Ontario Revocation of Power of Attorney form.
4. Ontario Personal Directive, which allows you to give instructions regarding medical treatment and personal care decisions, in the event you are not able to communicate those instructions at some point in the future.
5. Legal will kit for Canada, which includes a will form, an Ontario Affidavit of Execution of Will form as required by provincial laws, instructions and information to guide you through preparing your will, and a comprehensive estate planning questionnaire.
6. Ontario Codicil to Will form.

Save over 50% off the regular price of your estate planning documents with this all-in-one downloadable package. The forms can be used by more than one person in your household.

Give yourself and your family the peace of mind that comes with knowing you have made arrangements for future eventualities.

Make your will and plan for the future with this package of estate planning documents for the Province of Prince Edward Island.

This package contains the following documents:

1. PEI General Enduring Power of Attorney for Property, which lets you name someone you trust to manage your property and financial affairs on your behalf.
2. PEI Revocation of Power of Attorney form.
3. PEI Health Care Directive, which allows you to give instructions regarding medical treatment and health care decisions, in the event you are not able to communicate those instructions at some point in the future.
4. Legal will kit for Canada, which includes a will form, instructions and information to guide you through preparing your will and ensuring it meets the legal requirements, and a comprehensive estate planning questionnaire.

Save almost 60% off the regular price of your estate planning documents with this all-in-one downloadable package. The forms can be used by more than one person in your household.

Give yourself and your family the peace of mind that comes with knowing you have made arrangements for future eventualities.

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.

Prepare your will and plan for the future with this package of estate planning documents for the Province of Saskatchewan.

This package contains the following documents:

1. Saskatchewan Power of Attorney for Property Attorney, which lets you name someone you trust to manage your property and financial affairs on your behalf.
2. Saskatchewan Power of Attorney for Personal Attorney, which lets you name an agent to make personal care decisions for you.
3. Saskatchewan Power of Attorney for Personal and Property Attorney, which lets you name an agent to make both property / financial and personal care decisions for you.
4. Saskatchewan Revocation of Power of Attorney form.
5. Saskatchewan Advance Health Care Directive, which allows you to give instructions regarding medical treatment and health care decisions and name a proxy to make those decisions for you, in the event you are not able to communicate those instructions at some point in the future.
6. Legal will kit for Canada, which includes a will form, a Saskatchewan Affidavit of Execution of Will in accordance with provincial laws, and a comprehensive estate planning questionnaire.

Save over 75% off the regular price of your estate planning documents with this all-in-one downloadable package. The forms can be used by more than one person in your household.

Give yourself and your family the peace of mind that comes with knowing you have made arrangements for future eventualities.

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.

Download this free Preamble to a Will made in contemplation of the testator's impending marriage.

• Under most legislation in Canada, if you make a Will before marrying or entering into a civil union, the Will is automatically revoked when you marry, unless you specifically state that you are making your Will in contemplation of marriage.
• This Will preamble can be used in all provinces and territories of Canada EXCEPT Quebec.
• Available in MS Word format.
• Intended to be used only in Canada.

Make your will and plan for the future with this package of estate planning documents for the Yukon Territory of Canada.

This package contains the following documents:

1. Yukon Enduring Power of Attorney form, which lets you name someone you trust to manage your property and finances for you.
2. Yukon Revocation of Power of Attorney form.
3. Yukon Abbreviated Advance Directive, which allows you to set out your instructions for end-of-life medical care and name someone to make medical decisions on your behalf.
4. Legal will kit for Canada, which includes a will form, a Yukon Affidavit of Witness to Will form as required by territorial laws, instructions and information to guide you through preparing your will, and a comprehensive estate planning questionnaire.

Save 30% off the regular price of your estate planning documents with this all-in-one downloadable package. The forms can be used by more than one person in your household.

Give yourself and your family the peace of mind that comes with knowing you have made arrangements for future eventualities.