Wills and Estate Planning Forms

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.

Put together all the information you need to create your estate plan with this comprehensive Estate Planning Information Questionnaire for Canadian residents.

• The questionnaire will help you gather the data and provide the answers your lawyer and financial advisor will need to help you prepare your estate plan documents.
• Once you've answered all the questions, you'll be able to do a will, personal directive, and power of attorney.
• This document makes references to Canadian taxes and registered savings plans, but could be used in other countries with relatively minor changes.
• Available in MS Word format.

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.

Download a copy of the Living Trust of Farrah Fawcett (1947-2009). This copy is the third amendment and complete restatement of the Trust Deed.

• Farrah Fawcett was an American actress best know for her role as Jill Munroe in the TV series "Charlie's Angels".
• Fawcett later appeared in numerous critically acclaimed TV movies (including The Burning Bed and Poor Little Rich Girl: The Barbara Hutton Story), and was nominated several times for Golden Globes and Emmy Awards.
• Fawcett became an international sex symbol after the release of her iconic poster, showing off her great figure and signature hairstyle, which was emulated by millions of young girls and women throughout the 1970s.

Download a free copy of the Last Will and Testament of Frank Sinatra.

• Francis Albert (Frank) Sinatra (1915-1998), whose nicknames include "Old Blue Eyes" and "the Chairman of the Board", was an American singer and actor who began his musical career in the swing era with Harry James and Tommy Dorsey.
• During the 1940s he launched a solo career and became a teen idol. In the 1950s, he found new fame as an actor, especially after he won the Academy Award for Best Supporting Actor for From Here to Eternity.
• Frank Sinatra founded Reprise Records and recorded a number of very successful albums, touring internationally. He was a founding member of the so-called Rat Pack (which included Dean Martin and Peter Lawford), and fraternized with celebrities and presidents, including President John F. Kennedy. Sinatra turned 50 in 1965, recorded the retrospective September of My Years, starred in the Emmy-winning television special Frank Sinatra: A Man and His Music, and scored hits with "Strangers in the Night" and "My Way".
• Sinatra attempted to weather the changing tastes in popular music, but with sales of his music dwindling, and after appearing in several poorly received films, he retired in 1971. Coming out of retirement in 1973, he recorded several albums; scored a Top 40 hit with "(Theme From) New York, New York" in 1980; and toured both within the United States and internationally until a few years before his death in 1998.
• Sinatra also forged a career as a dramatic actor, winning the Academy Award for Best Supporting Actor for his performance in From Here to Eternity, and he was nominated for the Academy Award for Best Actor for his role in The Man with the Golden Arm. He also starred in such musicals as High Society, Pal Joey, Guys and Dolls and On the Town.
• Frank Sinatra was awarded the Presidential Medal of Freedom by Ronald Reagan in 1985 and the Congressional Gold Medal in 1997. He was also the recipient of 11 Grammy Awards, including the Grammy Trustees Award, Grammy Legend Award and the Grammy Lifetime Achievement Award.

Biographical material taken from Wikipedia.com.

Download a copy of Gary Coleman's Advance Health Care Directive (1968-2010).

• Gary Coleman was best known for his role as Arnold Jackson in the TV series "Diff'rent Strokes".
• His Advance Directive names his ex, Shannon Price as his agent.
• You can also download a free copy of Gary Coleman's will.

Source: TMZ.com.

Download a copy of the Last Will of Gary Coleman (1968-2010).

• Gary Coleman was an American child actor best known for his role as Arnold Jackson in "Diff'rent Strokes".
• After a successful acting career as a child, Coleman struggled professionally and financially as an adult. In 1989, he won a lawsuit against his parents and former business advisor over misappropriation of his assets.
• Gary suffered from a congenital kidney disease which stopped his growth at a young age. He attained the height of 4 ft 8 in. and retained a childlike appearance throughout his life. The condition also left him in poor health, resulting in two kidney transplants, regular dialysis, heart surgery and illness.
• Coleman's acting career in later years never took off. He appeared in a few low-budget movies and was a semi-regular on reality TV. His personal life was also a struggle, including several brushes with the law, accidents and apparent suicide attempts. He divorced his ex-wife in 2008, but according to her, they were living together at the time of his death.
• You can also download a free copy of Gary Coleman's Advance Medical Directive.

Source: Wikipedia.org

Download this free copy of the Codicil to baseball great George Steinbrenner's Last Will and Testament.

• A Codicil allows you to make changes to your Will without making a completely new Will. Mr. Steinbrenner amended his Last Will by adding this Codicil to it.
• You can find a copy of Mr. Steinbrenner's Last Will and Testament here.

Download a free copy of the Last Will and Testament of baseball legend George Steinbrenner (1930-2010).

• George M. Steinbrenner III, aka 'The Boss', was the principal owner and managing partner of the New York Yankees for 37 years. During that time, the Yankees won 7 World Series and 11 pennants.
• Steinbrenner was free-spending as far as contracts went, and was notorious for hiring and firing managers and coaches.
• You can also download a copy of a Codicil to Mr. Steinbrenner's Will.

Read a copy of the Last Will & Testament of George Washington (1732-1799).

• George Washington was an American general and commander in chief of the colonial armies in the American Revolution (1775-83) and first president of the United States.
• Dissatisfied with the Articles of Confederation, he presided over the Philadelphia Convention that drafted the United States Constitution in 1787.
• Washington became President of the United States in 1789 and established many of the customs and usages of the new government's executive department.
• Washington is seen as a symbol of the United States and republicanism in practice. His devotion to civic virtue made him an exemplary figure among early American politicians.
• When Washington died in 1799, in his funeral oration, Henry Lee said that of all Americans, he was "first in war, first in peace, and first in the hearts of his countrymen."
• Washington has been consistently ranked by scholars as one of the greatest U.S. Presidents.

The foregoing biographical material quoted from Wikipedia.com.