Products tagged with 'estate planning form'

Make a will leaving everything to your spouse with this simple Will Form for Mississippi residents.

• This fully editable template allows you to appoint your spouse as executor and to leave all of your estate to your spouse.
• If your spouse does not survive you, the estate would be shared out among your children or their surviving children.
• The Will also has a clause to appoint a guardian for minor children.
• Available as a MS Word document template.
• Intended to be used only in the State of Mississippi.

If you're looking for a more comprehensive will form and estate plan, you can use our USA Legal Will Kit.

Appoint an agent to manage your personal and financial affairs on your behalf  with this Protection Mandate form for the Province of Québec.

• A Mandate is the equivalent of a power of attorney.
• This is a free PDF booklet and form prepared by the Québec Government.
• The booklet provides instructions to help you complete the form.
• It also provide information about the purpose and impact of making a Mandate, and how to choose your agent.
• Click the Download link to download the package directly from the website of the Curateur Public du Québec.

Saskatchewan residents, make an Enduring Power of Attorney Appointing a Personal Attorney with this template form.

• The Enduring Power of Attorney allows you to choose someone as your personal attorney, to make lifestyle decisions for you if you are unable to do so, whether due to illness or incapacity.
• You can appoint more than one person as your attorney, to act jointly or separately, as you direct.
• A personal attorney can make decisions about where you live, your social activities, what sort of education or training you receive, and any other powers you decide to give him/her, but CANNOT make health care decisions for you.
• The Power of Attorney form includes a Legal Advice and Witness Certificate, and a Non-Lawyer Witness Certificate (if required).
• The form also includes information about making a Power of Attorney and instructions on how to complete the form.
• This document does not give your attorney the authority to deal with your property and finances. For that, you need to make an Enduring Power of Attorney - Property Attorney.
• This Enduring Power of Attorney form is available in Microsoft Word format. Fully editable and easy to use.
• For use only in the Province of Saskatchewan, Canada.

Colorado residents can use this free Tangible Personal Property Memorandum to pass on personal property to loved ones, in conjunction with doing a Last Will and Testament.

• Colorado law allows a testator (a person executing a will) to pass tangible personal property to beneficiaries by using a written statement or list referenced in the will, under C.R.S. S. 15-11-513.
• The advantage to using a separate Memorandum to list these items is that if there are any changes, you can make a new Memorandum without having to change your will.
• This free Tangible Personal Property Memorandum includes instructions on how to complete and sign it. Downloadable and fully editable.
• Intended to be used only in the State of Colorado.

Prepare a Joint Spousal Trust Deed with this downloadable template, pursuant to the provisions of the Income Tax Act (Canada).

• A joint spousal trust is an inter vivos trust established to benefit both spouses during their lifetimes and includes provisions for the remaining spouse after one passes away.
• When both spouses die, the trust property passes to the remainder beneficiaries named in the trust agreement.
• The assets held within the trust bypass the probate process.
• The trust deed is governed by Canadian tax laws and is intended to be used only within Canada.
• Available in MS Word format.

Avez-vous déjà fait un testament? Si vous décédez sans testament, vos proches devront payer des frais de justice et des frais juridiques pour administrer votre succession.

• Si vous possédez des biens immobiliers ou d'autres actifs, que ce soit au Canada ou à l'étranger, vous devez avoir un testament pour vous assurer que vos biens sont distribués conformément à vos souhaits.
• Cette trousse complète de testament légal et de plan successoral pour les résidents canadiens comprend tout ce dont vous avez besoin pour rédiger votre testament:
  
  • Testament et dernières volontés, incluant les instructions pour vous aider à remplir le document.
  • Faire un testament au Canada, un guide pour vous aider tout au long du processus de préparation de votre testament et qui vous assure de répondre aux exigences légales en vigueur dans votre province.
  • Carte de don d’organes.
  • Feuillet d’information sur le testament, faisant office de liste de contrôle pour toutes les informations que vous devez compiler pour faire votre testament.
  • Questionnaire de planification successorale, une liste de contrôle et un questionnaire conçus par un spécialiste de la planification successorale pour vous aider à bâtir le plan de succession répondant le mieux à vos besoins.
  • Responsabilités du liquidateur de succession (exécuteur testamentaire)
  • Qui devrais-je choisir comme liquidateur de succession?
  • À quoi vous attendre si vous êtes nommé liquidateur?
• Téléchargez votre Trousse testamentaire complète et guide de planification successorale pour le Canada (version française) immédiatement après l'achat.