COMPLETE WILL KIT &
ESTATE PLANNING GUIDE
FOR CANADA
This package contains the following:
•
Last Will and Testament, with instructions to help you complete the document
•
Making a Will in Canada, a guide to help you through the process of preparing your Will
and ensuring that it meets legal requirements in your province
•
Organ Donor Card
•
Will Information Sheet, which acts as a checklist of all the information you need to
compile in order to complete your Will
•
Estate Planning Questionnaire, a checklist and questionnaire designed by an estate
planning specialist to help you put together the most effect estate plan to meet your
needs
•
Duties of an Executor
•
Who Should I Choose as My Executor?
•
What to Expect if You are Named an Executor
•
Who Should I Choose as my Child’s Guardian?
Testator’s Initials: _____
Witness Initials: _____
Witness Initials: _____
LAST WILL AND TESTAMENT
THIS IS THE LAST WILL AND TESTAMENT of me, [INSERT YOUR FULL NAME], of [street address],
[city], [province].
PART I - INITIAL MATTERS
REVOCATION
1.1
I REVOKE all former Wills, codicils and testamentary dispositions made by me.
MARITAL STATUS
1.2
I DECLARE that I am [pick the appropriate option: single / married to (full name of spouse)
/cohabiting with my life partner (full name of partner) / divorced from (full name of ex-spouse) / a
widow(er)]. (If you have entered into a prenuptial, marital, cohabitation or other type of spousal contract, give the
date and other particulars which will help your executor to locate and identify it, such as the name of the lawyer who
prepared it)
EXECUTOR(S) AND TRUSTEE(S)
1.3
I APPOINT my spouse, [INSERT FULL NAME OF SPOUSE], of [city], [province], to be the
Executor and Trustee of this my Will; provided that if my Spouse shall die either in my lifetime or after
my death but before the trusts hereof shall have terminated, or be unable or unwilling to act or to
continue to act as such Executor and Trustee, or cease to be a resident o