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    Receipt and Release by Beneficiary of Estate


    Estate executors, when you distribute property to the beneficiaries as set out in the Will of the deceased, have each of them sign this Receipt and Release form.

    In signing the Receipt and Release form, the beneficiary:

    • acknowledges receipt of the property,
    • releases the executor from any liability in connection with the beneficiary's interest in the estate, and
    • indemnifies the executor against any claims with respect to the distribution.

    Make sure the estate paperwork is complete. Download the Receipt and Release by Beneficiary template and complete it each time you make a distribution of estate assets to a beneficiary.

    Download Type: Microsoft Word
    Last Updated: 13-December-2020
    SKU: 5342
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    Assignment of Interest in Estate | 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, use this Canada Assignment of Interest in Estate form.

    USA Receipt for Trust Assets and Discharge of Trustee


    Terminate a trust and discharge the trustee with this Receipt for Trust Assets and Discharge of Trustee form for the USA.

    • The beneficiaries of the trust must sign the form.
    • The receipt portion of the form states that all of the trust property has been distributed to the beneficiaries.
    • The trustee is discharged from his/her duties as trustee following the distribution.

    Buy and download the USA Receipt for Trust Assets and Discharge of Trustee form to complete the trust paperwork.

    Executor Fee Agreement


    Arrange for the executor of your estate to be paid for their services with this Executor Fee Agreement.

    • The purpose of the Agreement is to ensure that the person you name in your Will to act as executor of your estate is fairly compensated by setting out the amount of the fee and how it will be paid.
    • This is a generic legal document which is not specific to any country or region.
    • The template is fully editable to fit your circumstances.
    This Executor Fee Agreement template is available in MS Word format.

    Duties of an Executor


    Learn about the Duties of an Executor with this free downloadable summary of the responsibilities of the executor of an estate.

    The executor (sometimes called a personal representative) is responsible for such things as:
    • reviewing the will,
    • arranging probate,
    • taking inventory of the assets,
    • preparing the final tax return,
    • distribution of the assets to the beneficiaries (heirs).

    'Duties of an Executor' is a free PDF download.