Products tagged with 'estate planning form'

Make your will and plan for the future with this package of estate planning documents for the Province of Ontario—Will, Power of Attorney, and Personal Directive.

Planning ahead is one of the most important steps you can take to protect your family, your finances, and your future.

This comprehensive Ontario Estate Planning Package includes the essential legal documents you need to prepare for unexpected events, manage your affairs if you become unable to do so, and ensure your wishes are respected.

The downloadable, editable forms in this package allow you to create, update, and organize your estate planning documents from the comfort of your own home.

Learn more about making a will in Ontario.

What is included in the Ontario Estate Planning Package?

Designed specifically for residents of the Province of Ontario, this convenient downloadable package includes the following professionally prepared templates:

1. Ontario Continuing Power of Attorney for Property

The Continuing (or Enduring) Power of Attorney for Property lets you name someone you trust to manage your property and financial affairs on your behalf, if you are unable or choose not to manage them yourself.

The powers your attorney is entrusted with can include:

• Managing bank accounts and investments
• Paying bills and expenses
• Handling real estate and property matters
• Managing business and financial transactions
• Filing tax returns
• Signing documents
• Dealing with government agencies and other organizations

A Continuing Power of Attorney is an important part of an Ontario estate plan because it allows you to choose who will act on your behalf rather than leaving decisions to be made without your input.

2. Ontario Revocation of Power of Attorney Form

This Revocation of Power of Attorney form allows you to formally cancel a previously granted Power of Attorney.

Use this document when you want to terminate an existing appointment and no longer wish the named attorney to have authority to act on your behalf.

3. Ontario Power of Attorney for Personal Care

The Power of Attorney for Personal Care allows you to name an agent to make health care and personal care decisions on your behalf if you become unable to make decisions or communicate your wishes.

You can give your agent the authority to make decisions concerning: 

• health care and medical treatment decisions
• nutrition and dietary decisions
• decisions about where you will live (assisted living facility, seniors’ home, nursing home, etc);
• personal care and hygiene decisions
• activities and social interactions
• generally, all types of medical and lifestyle decisions.

4. Ontario Personal Directive

An Ontario Personal Directive allows you to give instructions regarding health care and end-of-life decisions, in the event:

1. you are diagnosed with a terminal condition or are in a "persistent vegetative state" (pursuant to the Ontario Health Care Consent Act, 1996) with no reasonable expectation of recovery, and
2. you are not able to make or communicate those decisions to your healthcare providers.

The Personal Directive gives you a way to set out your instructions whether you want or do not want to be administered certain procedures, including:

• artificial life support
• tube feeding and hydration
• blood transfusions
• surgery
• hospitalization

 Making an Ontario Personal Directive clarifies your wishes and instructions for your health care providers and your family and loved ones.

5. Legal Will Kit for Canada (Including Ontario Requirements)

This comprehensive Canadian Legal Will Kit provides the information, instructions, and forms needed to prepare your own legally structured will.

The Canadian Will Kit package includes:

• A customizable Last Will and Testament template
• Step-by-step information and instructions
• Guidance to help you complete your will correctly
• Ontario Affidavit of Execution of Will form
• Comprehensive estate planning questionnaire

Creating a will allows you to:

• Decide how your property and assets will be distributed
• Name beneficiaries
• Appoint an executor to administer your estate
• Provide instructions regarding your final wishes
• Help reduce uncertainty and stress for your family

6. Ontario Codicil to Will

An Ontario Codicil to Will allows you to make certain changes or additions to an existing will without preparing an entirely new document.

A codicil may be useful when you need to update your estate plan because of changes such as:

• Adding or removing a beneficiary
• Changing an executor
• Updating specific gifts or instructions
• Reflecting changes in your personal circumstances

Why do you need an Ontario estate plan?

Many people put off estate planning because they assume it is only necessary for seniors, or for people with significant assets. In fact, every Canadian adult can benefit from having documents that explain their wishes and appoint trusted decision-makers.

Without proper planning, your family may face additional stress, delays, or uncertainty when dealing with your financial affairs, health care decisions, or estate administration.

A complete Ontario estate plan can help you:

• Make the decision-making process easier for your family and loved ones
• Maintain control over important healthcare and financial decisions
• Choose who manages your affairs if you become unable to do so
• Clearly communicate your wishes

Why should I buy this Ontario estate planning package?

• Assistance and guidance. Each document in the Estate Planning Package comes with instructions and information to guide you through it.
• Reusable, editable forms. These fully editable MS Word forms are reusable and can be used by more than one person in your household, making this an affordable and practical way to organize your estate planning documents.
• Easy download. The documents are compiled into a .zip file for easy downloading and extraction.
• Compliance with laws. These Estate Planning Package forms are compliant with Canadian tax laws and the laws of the Province of Ontario.
• Save money. Purchasing this all-in-one Ontario Estate Planning Package saves almost 50% compared with purchasing each document separately.

Prepare your Ontario will, Powers of Attorney, and Personal Directive today and gain the peace of mind that comes from knowing you have planned for future eventualities.

Additional Resources

• What is estate planning?, IG Wealth Management
• Why every Canadian should make a legally valid will, Empire Life
• Explaining the words and phrases commonly found in a Will, MegaDox.com
• Top Tips to Avoid Estate Tax in Canada, Munroe & Crawford

Set out your wishes for life-sustaining treatment and appoint someone as your medical decision maker with these free Medical Living Will and Healthcare Power of Attorney forms for Arizona residents.

• None of us knows when an accident or illness might rob us of our ability to communicate. That's why we need to be prepared ahead of time.
• This package contains two forms issued by the Arizona Hospital and Healthcare Association.
  • The Medical Living Will lets you put your instructions in writing regarding life-sustaining procedures that your family might have to make at some point in the future.
  • The Healthcare Power of Attorney with Optional Mental Health Authority lets you appoint a medical decision maker to make health care decisions for you.
• Available in PDF format.
• This package is for residents of Arizona and complies with Arizona laws.

Set out your instructions regarding life-sustaining procedures and end-of-life medical treatment with this Nevada Declaration form.

• The Declaration (also known as a "living will") gives you the opportunity to instruct your attending physician to withhold / withdraw life-sustaining treatment if you have a terminal condition which will likely cause your death in a short time.
• You can also choose to appoint someone else to make those decisions for you at the appropriate time.
• You can instruct your physician(s) to either administer or withhold / withdraw artificial hydration and nutrition.
• There is a separate section dealing with organ donation as well.
• The form includes information and instructions to help you complete it.
• Available in MS Word format.
• Intended to be used only in the State of Nevada.

Make sure your family and your doctor know what your wishes are regarding medical treatment and life support with this free Advance Health Care Directive Form for California.

• An Advance Health Care Directive speaks for you if you are unable to communicate due to illness or injury.
• In Part 1 of the form you can, but are not required to, name another person to act as your agent, to make health care decisions on your behalf if you become unable to do so, or even if you retain capacity.
• You can give instructions about your health care in Part 2, for your agent (if you appoint one) and for your health care provider to follow.
• The form includes information and instructions to help you complete it.
• This is Form 3-1 issued by the California Hospital Association.
• Available in PDF format.

Name someone you trust to make medical decisions for you if you are unable to with this Advance Health Care Directive Package for District of Columbia residents.

• This package contains:
  • a Declaration (Living Will) setting out your wishes regarding end-of-life procedures and treatments,
  • a Durable Health Care Power of Attorney appointing an agent to make health care decisions for you,
  • an Organ Donation Form,
  • an explanation of each of the forms and answers to common questions such as how to ensure the documents are properly signed and witnessed,
  • instructions on how to prepare and complete each document.
• Available in MS Word format, fully editable and reusable.
• Intended to be used only in the District of Columbia.

Make certain that your wishes regarding medical treatment are known by your doctor and your family with this Advance Healthcare Directive package of forms for Florida residents.

• This package of forms contains the following documents:
  • a Living Will Declaration which sets out your instructions regarding life-sustaining procedures and other future health care decisions,
  • information and instructions to help you prepare and complete your advance directive forms,
  • a Designation of Health Care Surrogate appointing an agent to make health care decisions for you,
  • a Designation of Health Care Surrogate for Minor, which can be used to appoint an agent to make health care decisions for a person that is underage,
  • a Uniform Donor Form for organ and tissue donations.
• These easy-to-use forms are provided in MS Word format and can be used by more than one person by filling in the appropriate information.
• Intended to be used only in the State of Florida.