Choosing an Executor or a Guardian of Minor Children in Alberta

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.

Why should I make 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.

Do you know what the short-term and long-term financial impact would be for the survivor if you or your spouse or partner were to die?

• Use this Estate Planning Analysis Worksheet to help you determine:
  • the immediate cash requirements of the surviving spouse / partner,
  • ongoing monthly income needs, and
  • available assets.
• This Estate Planning Analysis Worksheet should be completed by both you and your spouse or partner.
• It is provided in MS Word format and can be easily downloaded and filled in, either on the computer or by hand.

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.