Estate Planning Forms Package — New Brunswick

Protect your assets and plan for the future with a complete New Brunswick Estate Planning Document Package — Will, Power of Attorney and Personal Directive Forms.

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

This comprehensive New Brunswick 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.

These editable documents 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 New Brunswick.

What is included in the New Brunswick Estate Planning Package?

Designed specifically for residents of the Province of New Brunswick, this convenient downloadable package includes all of these professionally prepared templates:

1. New Brunswick Enduring Power of Attorney for Property

The Enduring Power of Attorney for Property allows you to appoint a trusted person (your attorney) to manage your financial and property matters if you are unable or choose not to manage them yourself.

This document can help ensure that someone you trust has the authority to handle important financial and legal matters, including:

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

An Enduring Power of Attorney is an important part of your 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. New Brunswick 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. New Brunswick Power of Attorney for Personal Care

The Power of Attorney for Personal Care gives you an opportunity to name someone you trust to act as your agent, who will make health care and personal care decisions for you if you lack the capacity to do so.

You can address important personal matters in this document, including:

• Medical treatment preferences
• Health care decisions
• Living arrangements
• Personal care choices

4. New Brunswick Advance Health Care Directive

The Advance Health Care Directive is a document that allows you to set out your wishes and instructions regarding the types of medical treatment, procedures and medications you do or do not want to have administered to you in the event that you become unable to communicate those instructions, whether because of injury or illness.

5. Legal Will Kit for Canada (Including New Brunswick 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
• New Brunswick Affidavit of Execution of a 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

Why do you need to prepare an estate plan?

Many people put off estate planning because they assume it is only necessary for older adults or people with significant assets. In reality, every 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 New Brunswick estate plan can help you:

• Protect your family and loved ones
• Maintain control over important decisions
• Choose who manages your affairs if you cannot
• Clearly communicate your wishes
• Make future decisions easier for those close to you

Why should I buy this New Brunswick estate planning package?

• Assistance and guidance. Each document in the Estate Planning Package comes with instructions to guide you through it.
• Reusable and 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 New Brunswick.
• Save money. Purchasing this all-in-one New Brunswick Estate Planning Package saves almost 30% compared with purchasing each document separately.

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

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