Last Will & Testament

You cannot choose a minor or a someone who has been convicted of a criminal offence. Some provinces also put restrictions on executors who live out of province.

Yes, your executor can still receive gifts in your Will.

An executor is responsible for administering your estate. For example, this includes collecting assets, paying debts and taxes, as well as distributing the remaining assets according to the Last Will.

To change your Spouse's name, return to the previous page.

The alternate executor(s) will assume all responsibility for administering your estate if the executor that you had selected is unable or unwilling to act or continue to act as your executor.

Yes, your alternate executor can also be a beneficiary (receive a gift) in your Will.

Yes, your alternate executors will act in a joint relationship which means that they must be able to agree on all decisions to be made regarding your estate. Thus, you should select only those individuals who will be able to work together in administering your estate.

You should only list step-children if you have legally adopted them.

Dependent children include children who are:

• Minors;
• Attending school or a post-secondary institution full time and are under the age of 25; or
• No longer minors but are unable to support themselves due to a mental or physical condition.

The guardian must be an adult of sound mind.

A guardian has the same authority as a parent and is responsible for taking care of your minor or dependent children.

The property will be held in trust by your executor until the child reaches the chosen age.

There are some restrictions on gifts. You cannot give away:

• Your spouse's property
• Proceeds from financial instruments that already have beneficiaries (such as a life insurance or retirement fund)
• Jointly held property where the other party automatically receives your share upon your death (e.g. Property owned in joint tenancy)

-The charity registration number is the official reference number issued by the government to every charity. The 15-digit number includes RR and is found on donation receipts. It is also commonly listed in the footer on the charity's website. For example: 156846352RR1234.
-If you don't have the number readily available feel free to print the document and handwrite the number in later. Just add your initials next to your handwriting.

Your alternate choice will receive the share if your first choice predeceases you.

-The charity registration number is the official reference number issued by the government to every charity. The 15-digit number includes RR and is found on donation receipts. It is also commonly listed in the footer on the charity's website. For example: 156846352RR1234.
-If you don't have the number readily available feel free to print the document and handwrite the number in later. Just add your initials next to your handwriting.

A maximum one time sum to cover pet expenses for the life of your pet.

It is not a good idea to include funeral instructions in your Will because it is common for a Last Will to be consulted only after funeral arrangements have already been made. Also, funeral directions in your Will are not legally binding.

-The goal is to avoid ambiguity. Use complete sentences and avoid abbreviations.
-Avoid using personal names and pronouns (we, us, you, they) and instead use the Executor or the Guardian.
-Try to limit each clause to one paragraph.

It is important that you sign in your home province in order to prevent conflicts of law. To change your province visit the General Info.