Wills and Estate Planning Forms
Download easy-to-use Will Kits, estate planning checklists, and provisional will clauses to help you write your Last Will and Testament. You can also find forms for executors.
Why You Need to Make a Will
If you own property or assets, you need to make a will. If you die intestate (without a legal will in place), your loved ones may be left with no choice but to apply to the court for letters of administration. The court will then decide how your estate will be divided up among your heirs. That division will be done in accordance with the laws of succession that govern in your area, and it may not be the way you would have distributed your property if you had had any say in the matter.
If you want to be the one who makes those decisions, you must make a properly executed will before you die. Your Last Will and Testament will then dictate who the beneficiaries of your estate will be, and how much of your estate each of them will receive.
Estate Planning Forms for Everyone
Even if you do not own a lot of assets or property, a good estate plan is essential to ensure that all of them are dealt with in your will and trusts (if any), and to assist your executors after your death in distributing your estate assets according to your wishes.
Additional Resources
Estate Planning Forms Package — Alberta
Protect your future and your loved ones with a complete Alberta 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 Alberta 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.
Designed specifically for residents of the Province of Alberta, this convenient downloadable package includes professionally prepared templates for:
- Alberta Enduring Power of Attorney
- Alberta Revocation of Power of Attorney
- Alberta Personal Directive
- Canada Complete Legal Will Kit
- Alberta Codicil to Will
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 Alberta.
What is included in the Alberta Estate Planning Package?
1. Alberta Enduring Power of Attorney
An Enduring Power of Attorney 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 an Alberta 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. Alberta 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. Alberta Personal Directive
An Alberta Personal Directive allows you to provide instructions about your personal care and health care decisions and appoint someone you trust to make decisions for you if you become unable to communicate or make those decisions yourself.
Your Personal Directive can address important personal matters, including:
- Medical treatment preferences
- Health care decisions
- Living arrangements
- Personal care choices
- Appointment of a decision-maker (agent)
A Personal Directive is a key part of future planning because it ensures that someone you choose can make personal decisions according to your wishes.
4. Legal Will Kit for Canada (Including Alberta 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
- Alberta Affidavit of Witness 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
5. Alberta Codicil to Will
An Alberta 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 Alberta 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 Alberta 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
Save $$ with a complete Alberta estate planning package
Purchasing this all-in-one Alberta Estate Planning Package saves almost 50% compared with purchasing each document separately.
These downloadable 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.
Prepare your Alberta 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
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
Save $$ with a complete New Brunswick estate planning package
Purchasing this all-in-one New Brunswick Estate Planning Package saves almost 30% compared with purchasing each document separately.
These downloadable 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.
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
Estate Planning Forms Package — Newfoundland & Labrador
Make your will and plan for the future with a complete Estate Planning Document Package for Newfoundland and Labrador.
Planning ahead is one of the most important steps you can take to protect your family, your finances, and your personal wishes.
This comprehensive Newfoundland & Labrador 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 Newfoundland.
What is included in the Newfoundland Estate Planning Package?
Designed specifically for residents of Newfoundland and Labrador, this convenient downloadable package includes all of these professionally prepared templates:
1. NL Enduring Power of Attorney
The Enduring Power of Attorney form allows you to name someone you trust to manage your property and finances for you.
This document can help ensure that someone you trust has the authority to handle important financial and legal matters, including:
- Handling your finances
- Accessing your bank accounts to deposit and withdraw amounts
- Paying bills and collecting any amounts owing to you from other parties
- Buying, selling, leasing or otherwise dealing with real estate property
- Doing your taxes (this form contains a specific clause giving your agent that power)
- Generally managing your financial and business affairs.
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. Revocation of Power of Attorney Form
This Revocation of Power of Attorney form allows you to formally cancel (revoke) 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. Newfoundland and Labrador Advance Health Care Directive
The Advance Health Care Directive is a document that allows you to give instructions about medical treatments and designate a decision maker to make health care decisions for you if you lack the capacity to do so.
4. Legal Will Kit for Canada (Including Newfoundland 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 to guide you through preparing your will
- Guidance to help you complete your will correctly
- NL Affidavit - Proof of Will form as required by provincial laws
- 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 Newfoundland 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
Save $$ with a complete Newfoundland estate planning package
Purchasing this all-in-one Newfoundland Estate Planning Package saves you 30% compared with purchasing each document separately.
These downloadable forms are fully editable 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.
Prepare your Newfoundland 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
Estate Planning Forms Package — Northwest Territories
Do your will and plan for the future with this package of estate planning documents for the Northwest Territories — 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 NWT Estate Planning Package includes the essential legal documents you need to prepare for an uncertain future, 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 Northwest Territories.
What is Included in the NWT Estate Planning Package?
1. Enduring Power of Attorney for Northwest Territories
An Enduring Power of Attorney lets you name someone you trust to manage your property and finances on your behalf if you become unable to do so or you choose not to manage them yourself.
This Power of Attorney 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 a NWT 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. NWT 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. NWT Springing Power of Attorney
The Springing Power of Attorney is very similar to the Enduring Power of Attorney with one major difference. An Enduring Power of Attorney becomes effective immediately. A Springing Power of Attorney does not come into effect until the occurrence of a future event (such as if you lose mental capacity) or on a date that you specify.
4. NWT Personal Directive
The Northwest Territories Personal Directive allows you to give instructions regarding end-of-life medical treatment and appoint someone as your agent to make health care and personal care decisions for you if you cannot do so.
Your Personal Directive can address important personal matters, including:
- Medical treatment preferences
- Health care decisions
- Living arrangements
- Personal care choices
- Information about your values and beliefs
A Personal Directive is a key part of future planning because it ensures that someone you choose can make personal decisions according to your wishes.
5. Legal Will Kit for Canada (Including NWT 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
- Northwest Territories Affidavit of Witness to 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 a Northwest Territories 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 NWT 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
Save money with a complete estate planning package for Northwest Territories residents
Purchasing this all-in-one NWT Estate Planning Package saves you 45% compared with purchasing each document separately.
These downloadable 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.
Prepare your NWT 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
Estate Planning Forms Package — Nova Scotia
Do your will and plan for the future with a complete Nova Scotia 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 Nova Scotia 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 Nova Scotia.
What is included in the Nova Scotia Estate Planning Package?
Designed specifically for residents of the Province of Nova Scotia, this convenient downloadable package includes all of these professionally prepared templates:
1. Nova Scotia Enduring Power of Attorney
The Enduring Power of Attorney form 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
- Generally managing your affairs, except for healthcare and personal care
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. Nova Scotia 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. Nova Scotia Personal Directive
The Personal Directive (also called an Authority for Medical Treatment or Advance Health Care Directive) allows you to give instructions regarding medical treatment and personal care decisions, in the event you are not able to give those instructions at some point in the future.
You can address important healthcare and personal matters in this document, including:
- Medical treatment preferences
- End-of-life decisions
- Housing, lifestyle, recreation and social activities
- Personal care choices
- Continuing care and support services
4. Legal Will Kit for Canada (Including Nova Scotia 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 to guide you through preparing your will
- Guidance to help you complete your will correctly
- Nova Scotia Affidavit of Execution of Will form as required by provincial laws
- 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 Nova Scotia 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
Save Money with a complete Nova Scotia estate planning package
Purchasing this all-in-one Nova Scotia Estate Planning Package saves almost 60% compared with purchasing each document separately.
These downloadable 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.
Prepare your Nova Scotia will, Power of Attorney, and Personal Directive today and gain the peace of mind that comes from knowing you have planned for the future.
Give yourself and your family the peace of mind that comes with knowing you have made arrangements 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
Estate Planning Forms Package — Nunavut
Do your will and plan for the future with a complete Nunavut Estate Planning Document Package — Will, Power of Attorney and Advance Healthcare Directive Forms.
Planning ahead is one of the most important steps you can take to protect your finances, property, and future healthcare needs.
This comprehensive Estate Planning Package for Nunavut residents 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 Nunavut.
What is included in the Nunavut Estate Planning Package?
Designed specifically for residents of Nunavut Territory, this convenient downloadable package includes all of these professionally prepared templates:
1. Nunavut Enduring Power of Attorney
The Enduring Power of Attorney 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 manage your property and financial affairs, including:
- real estate
- bank accounts
- pensions
- RRSPs and other registered accounts
- stock and mutual fund investments
- vehicles and other assets
- generally managing your financial, property and legal affairs
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. Nunavut Revocation of Power of Attorney Form
This Revocation of Power of Attorney form provides you with a way 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. Nunavut Advance Health Care Directive
The Advance Health Care Directive (formerly called a "living will") allows you to state your wishes regarding medical treatment decisions, in the event you become unable to communicate those wishes due to illness or injury.
Those instructions can include:
- Medical treatment preferences
- Specific types of treatments or procedures
- End-of-life decisions
- Your wishes about the appointment of a guardian
- Transferring your medical care if your healthcare provider will not honour your wishes
4. Legal Will Kit for Canada
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 to guide you through preparing your will
- Provincial and territorial requirements
- Guidance to help you complete your will correctly
- Nunavut Affidavit of Execution of Will form as required by provincial laws
- 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 Nunavut 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
Save money with a complete Nunavut estate planning package!
Purchasing this all-in-one Nunavut Estate Planning Package saves you 50% compared with purchasing each document separately.
These downloadable 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.
Prepare your Nunavut will, Power of Attorney, and Personal Directive today and gain the peace of mind that comes from knowing you have planned for the future.
Give yourself and your family the peace of mind that comes with knowing you have made arrangements 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
Estate Planning Forms Package — Ontario
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:
- 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
- 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
Save money with a complete Ontario estate planning package
Purchasing this all-in-one Ontario Estate Planning Package saves almost 50% compared with purchasing each document separately.
These downloadable 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.
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 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
Estate Planning Forms Package—Yukon
Make your will and plan for the future with this package of estate planning documents for Yukon Territory of Canada.
An estate plan is essential for every Canadian adult because it ensures your property goes to the right people, appoints trusted individuals to make medical or financial choices if you become unable to do so, and reduces taxes and court fees for your family.
If you don’t have a will and a power of attorney in place, your wishes may not be followed.
Learn more about making a will in Yukon.
What Is Included in the Yukon Estate Planning Package
This package contains the following documents:
- Yukon Enduring Power of Attorney form, which lets you name someone you trust to manage your property and finances for you
- Yukon Revocation of Power of Attorney form
- Yukon Abbreviated Advance Directive, which allows you to set out your instructions for end-of-life medical care and name someone to make medical decisions on your behalf
- Complete legal will kit for Canada, which contains:
- Standard will form
- Yukon Affidavit of Witness to Will form as required by territorial laws
- Instructions and information to guide you through preparing your will
- Comprehensive estate planning questionnaire and checklist
Who can use this Estate Planning Package?
Any adult who resides in Yukon Territory and has legal capacity (is able to make decisions for themselves) can use these template forms.
The forms can be used by more than one person in your household, so you and your spouse / partner can both make your will and power of attorney from the same templates.
Why do you need to prepare an estate plan?
Without a plan, a provincial or territorial court will decide who distributes your estate, and the laws of succession will dictate how and to whom your estate assets are distributed.
When you make a will, a power of attorney, and a personal directive, the decisions are yours. For example,:
- You decide how your estate is divided and distributed.
- You name who will manage your estate.
- You decide who will act as guardian for minor children or dependents (as applicable).
- You decide who will pay your bills and manage your finances if you become incapable.
- You decide who will make medical and lifestyle choices for you if you cannot make those choices yourself.
- You can implement strategies to reduce probate fees and capital gains tax on your assets, such as setting up a trust.
Features of the Templates
- Each document in the Estate Planning Package comes with instructions to guide you through it.
- All documents are provided in MS Word format and are fully editable and reusable.
- The documents are compiled into a .zip file for easy downloading and extraction.
- These Estate Planning Package forms are compliant with Canadian tax laws and the laws of Yukon Territory.
- Save 30% off the regular total price of these estate planning documents with this all-in-one downloadable package. Downloadable convenience, easy-to-use forms, and a 30% discount!
Key Takeaway
Give yourself and your family the peace of mind that comes with knowing you have prepared for the future. Download the Yukon Estate Planning Package and put your estate plan in place today.
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
Estate Planning in Canada: The Key to Effectively Transferring Your Assets
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.
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.
