1
10132 - 80th Avenue
Edmonton, Alberta
T6E 1T7
Telephone: (780) 423-3188
Facsimile: (780) 423-3187
[email protected]
PLEASE INDICATE THE DOCUMENTS
YOU WISH FOR US TO PREPARE
___
Single - Wills Only
___
Couples - Wills Only
___
Single - Estate Package
Includes Will, Power of Attorney and Personal Directive
___
Couples - Estate Package
Includes Will, Power of Attorney and Personal Directive
To ensure that information is clearly communicated, please
use the following forms. Please contact our office should you
require clarification on any matters.
2
WILLS
LEGAL NAME(S): ____________________________________________________________
ADDRESS: ___________________________________________________________________
PHONE #: ____________________________________________________________________
EMAIL: _______________________________________________________________________
(Note: If you are a couple, you may jointly use this form if the information is essentially the
same. If there are differences, it is recommended that one form is used for each person.)
NAME OF EXECUTOR(S):
1. Legal name(s): ___________________________________________________
(Note: For couples, if your first choice is each other, check “EACH OTHER”. If two people
will be your first choice, please list each name and put “JOINTLY”)
NAME OF BACK-UP EXECUTOR(S), IF ANY
2. Legal name(s): ___________________________________________________
3. Legal name(s): ___________________________________________________
(Note: If you wish to have two or more people acting together, please insert both names on
the same line. If you have a person as #2 and another as #3, they will be treated as your
second choice and third choice.)
MARRIED COUPLES, IF APPLICABLE
If you are married and both spouses are obtaining a will, you must tell us whose will
remains in effect should both of you pass of away at around the same time.
Please list whose will remains in effect (husband/wife): _________________
BENEFICIARIES
1. Name: __________________
2. Name: __________________
3. Name: __________________
4. Name: __________________
Relation: __________
Relation: __________
Relation: __________
Relation: __________
Age: _______
Age: _______
Age: _______
Age: _______
With your beneficiaries, everyone listed above will be given equal shares of your estate.
If you wish to have, for example, your spouse as your main (100%) beneficiary, with
your children being the “back-up” beneficiaries, please say so at the end of this section,
in the additional notes.
ASSETS, IF APPLICABLE
If assets will not be equally split between the listed beneficiaries, please list which
assets or what percentage will be going to which beneficiaries below.
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
3
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
(Note: should there be an extensive list, our lawyer reserves the right to charge extra fees.)
WILLS CONTINUED
MINOR CHILDREN
If you have children under the age of 18, please choose a guardian. Also, trust
funds/accounts for children are normally under the authority of the guardian until the
child hits 25 years of age. If you wish to increase or decrease this age, or if you wish to
choose a separate trustee (someone other than the guardian) for the trust account,
please let us know.
Who will be the GUARDIAN(s)? (The one taking care of the children):
________________________________________________________________
(Note: As your children are not “property”, they cannot be treated as such in the will.
However, a judge will give strong consideration to a parent’s choice in the will, and your
choice of guardian will be used unless there is an extreme or unusual circumstance that
forces the judge to overrule it.)
Who will be the TRUSTEE (the one holding the children’s assets in trust)?
_________________________________________________________________
(Note: This can be the same as the guardian.)
At what AGE will the trust fund/assets be given over to the child (ren)?
_________________________________________________________________
(Note: This is for the assets in trust. Guardianship ceases at 18 years. Typical trust ages
are between 21 and 25.)
Should you wish to include any other relevant information, please list it below.
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
4
POWER OF ATTORNEY (POA)
Leave Blank if Wills Only
Your legal name and address will be carried over from the will instructions. If you are
NOT getting a will, please provide us with your legal name and address.
LEGAL NAME(S): _____________________________________________________
ADDRESS: ___________________________________________________________
NAME AND ADDRESS OF AGENT(S):
1. Legal name(s): _________________________________________________________
Address(es): ____________________________________________________
NAME AND ADDRESS OF AGENT(S) BACK-UP, IF ANY
2. Legal name(s): _________________________________________________________
Address(es): __________________________________________________________
3. Legal name(s): ___________________________________________________
Address(es): ____________________________________________________
(Note: You may choose the same people that you chose as executors, in the same
order. If that is the case, you may simply write “SEE EXECUTOR CHOICES”. If you
proceed with different choices, that is absolutely fine. If you wish to have two or more
people acting together, please insert both names on the same line. If you have a person as
#2 and another as #3, they will be treated as your second choice and third choice. Please
note that the mailing address for the agent is required, and we will not be able to
complete this document without this information.)
(...cont)
5
POWER OF ATTORNEY (POA) CONTINUED
Powers of Attorney (POA) can start and end at different points:
 It can come into effect immediately (even when you are in good health with no
issues) or upon loss of mental capacity verified by doctors, which would be a
SPRINGING Power of Attorney (most choose Springing). Immediate effect is
used for extended absences from home or if you have mobility issues; however,
you then lose control/authority over financial matters until the POA is revoked.
 If the Power of Attorney comes into effect immediately, you may choose to end it
upon verified loss of mental capacity or have it end upon death. You may also
revoke it at any time as long as you are mentally capable of doing so.
 There is no “ON/OFF” switch for the Power of Attorney. If you intend to use it
only when you are away from the City, and if you will make frequent trips back
and forth, the legally correct way to handle this is to make a new Power of
Attorney for every trip, to be revoked by you after every trip.
When do you want the Power of Attorney to come into effect (mark with “X”)?
___ Immediately
___ Upon loss of mental capacity (SPRINGING POWER OF ATTORNEY)
If immediate effect was chosen, when do you want the Power of Attorney to end?
___ Upon loss of mental capacity
___ Upon death
This Power of Attorney form reflects the use of the document for estate planning.
However, the power of attorney can also be used for authority over real estate and
specific purchase/sale transactions. If a Power of Attorney is to be used for real estate
transactions, it is strongly recommended that you have multiple original copies of the
Power of Attorney signed as the Land Titles Office (the government office in charge of
property titles) requires an original copy. If you wish to have multiple copies, please let
us know below.
___ YES, please have a 2nd original copy prepared for real estate transactions.
___ NO, multiple original copies are not necessary.
Should you wish to include any other relevant information, please list it below.
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
6
PERSONAL DIRECTIVE
Leave Blank if Wills Only
Your legal name and address will be carried over from the will instructions. If you are
NOT getting a will, please provide us with your legal name and address.
LEGAL NAME(S): _____________________________________________________
ADDRESS: ___________________________________________________________
NAME AND ADDRESS OF AGENT(S):
1. Legal name(s): __________________________________________________
Address (es): ____________________________________________________
NAME AND ADDRESS OF AGENT(S) BACK-UP, IF ANY
2. Legal name(s): __________________________________________________
Address (es): ____________________________________________________
3. Legal name(s): __________________________________________________
Address (es): ____________________________________________________
(Note: You may choose the same people that you chose as executors, in the
same order. If that is the case, you may simply write “SEE EXECUTOR
CHOICES”. If you proceed with different choices, that is absolutely fine. If you
wish to have two or more people acting together, please insert both names on the same
line. If you have a person as #2 and another as #3, they will be treated as your second
choice and third choice.
Should you wish to include any other relevant information, please list it below.
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________