Products tagged with 'estate planning form'

Prepare your will and plan for the future with this package of estate planning documents for British Columbia residents.

Why You Need to Think About Estate Planning

Planning for future eventualities means less stress for you and your family – the peace of mind that comes with knowing you have arrangements in place in the event that you become unable to make decisions and manage your own affairs.

Making a will, preparing a power of attorney – these are the kinds of positive actions that empower you to take control over your future.

What is Contained in the Forms Package

This Estate Planning Package contains the following documents:

1. BC Enduring Power of Attorney, which lets you name someone you trust to manage your property and financial affairs on your behalf.
2. BC Revocation of Power of Attorney form.
3. BC Section 9 Representation Agreement with Limited and General Powers, which gives you the means to appoint a representative as your agent, to make health care and personal care decisions for you.
4. BC Section 7 Representation Agreement, which lets you appoint a representative to help you with health care and personal care decisions, manage your financial affairs, and other matters that you specify in the document.
5. Legal Will Kit for Canada, which includes:
   • a will form,
   • information and instructions to help you complete your documents and ensure they meet legal requirements, and
   • a comprehensive estate planning questionnaire.

Save 40% With This Package!

Save 40% off the regular price of your estate planning documents with this all-in-one downloadable package. The forms can be used by more than one person in your household.

Prepare a Last Will and Testament for an Indian resident with this fully editable template.

• If you have property, investments, stocks or other assets - whether in India or in other countries - you need to make a Will to ensure that those assets are distributed according to your wishes.
• This easy-to-use Last Will and Testament form is written in accordance with the Indian Succession Act.
• The Will includes instructions and guidelines on how to execute the Will and have it property attested in order to ensure that it is valid.
• This India Last Will and Testament form is available as a fully editable MS Word document.

Make your Enduring Power of Attorney with this template form for the Province of Alberta.

Why should I make a power of attorney?

The Enduring Power of Attorney ("EPA") allows you to name someone you trust to act as your attorney or agent, to manage your property and financial affairs if you are not able to do so. The attorney's authority would include real estate, bank accounts, investments, corporate shares, taxes, bill payment and collection.

What does "enduring power of attorney" mean?

The powers granted in this document are enduring, which means that they remain in effect until your death or until you revoke them. You can specify if the EPA will take effect immediately or only after a specified future event, such as if you become mentally incapable of making decisions for yourself.

Does this power of attorney include health care decisions?

No. This document DOES NOT give your attorney the authority to make health care or other medical decisions for you. You will need to make a Personal Directive for that purpose.

What is included in this form?

The Alberta Enduring Power of Attorney contains instructions on how the document must be signed and witnessed, as well as general notes on making a power of attorney in Alberta.

The package also includes two forms of Affidavit of Attestation for the witness. One is for witnessing the donor's signature and one is for witnessing someone else signing on behalf of the donor.

Format and Use of the Template

This Enduring Power of Attorney template is available in MS Word format and can be used by more than one person in your household. Pay once, use as often as needed.

This legal form template is only to be used by persons who are residents of the Province of Alberta, Canada.

Make your Health Care Directive with this downloadable easy-to-use form for Manitoba residents.

Why do I need a Health Care Directive?

A Health Care Directive (also called a living will or advance directive) ensures that your wishes for medical treatment are followed in the event that you become unable to communicate those wishes due to illness or injury.

How does a Health Care Directive work?

In this document, you can appoint someone you trust to act on your behalf as your proxy and give that person detailed instructions as to what types of medical treatment you want or don't want.

What is included in the form?

The Health Care Directive form includes:

• information and instructions to help you complete the form,
• a Declaration of Incapacity form to be signed by two medical doctors.

Format and Governing Law

This is a downloadable MS Word file, which is easy to fill in and print. There is no need to buy multiple copies for your household. This form can be used by anyone in the family who wants to make a Health Care Directive.

This Manitoba Health Care Directive form was prepared in accordance with the Health Care Directives Act and should only be used by individuals who reside in the Province of Manitoba, Canada.

If you were terminally ill and unable to communicate, would your family know your wishes regarding medical treatment?

Saskatchewan residents can make an Advance Health Care Directive with this downloadable form to be sure their wishes are followed.

With this form (also called a Living Will), you can appoint someone close to you to act as your proxy, to make decisions and give instructions to your physician when you aren't able to, because of illness or injury.

You can use the Advance Health Care Directive to set out your wishes regarding what types of medical treatment you want or don't want.

What is included in the Advance Directive package?

This package contains the following forms for Saskatchewan:

• • Advance Health Care Directive,
  • Declaration of Incapacity by Two Physicians,
  • information and instructions to help you complete the form.

Format and Governing Law

This is a downloadable MS Word file, which is easy to fill in and print. There is no need to buy multiple copies for your household. This form can be used by anyone in the family who wants to make a Health Care Directive.

This Saskatchewan Advance Health Care Directive form was prepared in accordance with The Health Care Directives and Substitute Health Care Decision Makers Act, 2015 and should only be used by individuals who reside in the Province of Saskatchewan, Canada.

Appoint someone to manage your financial affairs for you with this Continuing Power of Attorney form for Ontario residents. 

Why should you make a power of attorney?

It's important to have a Power of Attorney (POA) in case you are unable to look after your financial and business affairs for any reason, whether due to illness, accident, or absence. 

You can use this downloadable form to appoint someone you trust as your attorney (sometimes also referred to as your agent or proxy). This document also includes instructions for completing it, information you need to help guide you through the process, and answers to many common questions.

What is a "continuing" power of attorney?

A continuing (or enduring) power of attorney is one that continues to be effective even if you become mentally incapable of managing your finances and property.

What powers will my attorney have?

Under the POA, your attorney will have the power and authority to manage your money, assets and property. You can impose conditions and restrictions on your agent's powers as you see fit.

This Continuing Power of Attorney does NOT grant your agent the authority to make health care or personal care decisions for you.

When does the document come into effect?

You can choose if the power of attorney will come into effect only if and when you become mentally incapable or if you wish to have it become effective immediately.

Format and Legal Jurisdiction

The Continuing Power of Attorney for Property template is provided in MS Word format and is easy to use and understand. More than one person in your household can use the same form to prepare a POA.

This Power of Attorney is made in accordance with the Substitute Decisions Act, 1992 and is intended to be used only in the Province of Ontario, Canada.