Canada Wills

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:
  • 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 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.