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The Specific Bequests and Charities - Wills (Canada) Business/Services Section
Will - Purchase of Annuity (Canada)
  Creating a Last Will & Testament is a key part of financial planning, no matter how young or healthy you may be. It's essential to plan for the future of your survivors, and a Will is the most important legal document you can create to ensure that they won't be entangled in a lengthy probate process. This Will is specifically designed for the situation where the testator’s (the person making the will) estate will first be used to pay off his/her debts. The remainder (referred to as the residue) will then be used to purchase a life annuity for a recipient (the beneficiary) of the testator’s choosing. The Will also provides that if a beneficiary is not yet the age of majority, the executor will hold and invest the money in trust for the beneficiary until he/she reaches the age of majority. This packet includes: • Information on making a Will, • Explanations of general terminology, • Instructions on signing a Will, and • Will providing for the purchase of an annuity This form can be used in the following provinces and territories: Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Northwest Territories, Nova Scotia, Nunavut, Ontario, Prince Edward Island, Saskatchewan and Yukon. Summary of Will Provisions: 1) Named Executor 2) Residue to purchase an annuity for the benefit of one beneficiary 3) Special language to hold the annuity income in trust if beneficiary is not yet of age |
Will - Authorization to Pay Pledges to Charitable Organizations (Canada)
| Creating a Last Will & Testament is a key part of financial planning, no matter how young or healthy you may be. It's essential to plan for the future of your survivors, and a Will is the most important legal document you can create to ensure that they won't be entangled in a lengthy probate process. This Will is specifically designed for the situation where the testator’s (the person making the will) estate will first be used to pay off his/her debts. The remainder (referred to as the residue) will then be divided as specified by the testator and distributed to recipients (the beneficiaries) of the testator’s choosing. This Will also provides that if a beneficiary is not yet the age of majority, the executor (trustee) will hold and invest the money in trust for the beneficiary until he/she reaches the age of majority. In addition, this Will is designed so that the trustee is given the power and discretion to pay off any pledges made by the testator to any charitable organizations, whether or not those pledges are legally binding. This packet includes: • Information on making a Will, • Explanations of general terminology, • Instructions on signing a Will, and • Will with Authorization to Pay Pledges Summary of Will Provisions: 1) Named Executor 2) Residue to Named Beneficiaries 3) Special Language to hold bequests in trust if beneficiary isn't of age 4) Special Language authorizing the payment of pledges to charities. This form can be used in the following provinces: Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Northwest Territories, Nova Scotia, Nunavut, Ontario, Prince Edward Island, Saskatchewan and Yukon. |
Will – Gift to University to Provide Bursaries (Canada)
| Creating a Last Will & Testament is a key part of financial planning, no matter how young or healthy you may be. It's essential to plan for the future of your survivors, and a Will is the most important legal document you can create to ensure that they won't be entangled in a lengthy probate process. This Will is specifically designed for the situation where the testator (the person making the will) first instructs the executor (also known as the trustee) to pay off all debts and expenses. The remainder (referred to as the residue) will then be distributed to a specific university to be used to provide bursaries, to be awarded in the testator’s name, to enable students to attend or continue to attend the university. This packet includes: • Information on making a Will, • Explanations of general terminology, • Instructions on signing a Will, and • Will to devise money to a university Summary of Will Provisions: 1) Named Executor 2) Residue of estate to a university for the establishment of bursaries This form can be used in the following provinces: Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Northwest Territories, Nova Scotia, Nunavut, Ontario, Prince Edward Island, Saskatchewan and Yukon. |
Will – Specific Bequests of Cash to Charities (Canada)
| Creating a Last Will & Testament is a key part of financial planning, no matter how young or healthy you may be. It's essential to plan for the future of your survivors, and a Will is the most important legal document you can create to ensure that they won't be entangled in a lengthy probate process. This Will is specifically designed for the situation where the testator (the person making the will) first instructs the executor (also known as the trustee) to distribute money to specified charities. The remainder, after the testator’s debts are paid off, (referred to as the residue) will then be distributed to other named beneficiaries of the testator’s choosing. This packet includes: • Information on making a Will, • Explanations of general terminology, • Instructions on signing a Will, and • Will with specific bequests of cash legacies to charities Summary of Will Provisions: 1) Named Executor 2) Specific Bequests of cash legacies to charities 3) Residue to named beneficiaries in disproportionate shares This form can be used in the following provinces: Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Northwest Territories, Nova Scotia, Nunavut, Ontario, Prince Edward Island, Saskatchewan and Yukon. |
Will – Specific Bequests of Cash Legacies with Gift Over, Residue to Several People in Disproportionate (Canada)
| Creating a Last Will & Testament is a key part of financial planning, no matter how young or healthy you may be. It's essential to plan for the future of your survivors, and a Will is the most important legal document you can create to ensure that they won't be entangled in a lengthy probate process. This Will is specifically designed for the situation where the testator (the person making the will) first instructs the executor (also known as the trustee) to distribute certain bequests of cash to specified recipients. If the recipients are not alive, the money will then pass on to another specified recipient. The remainder, after the testator’s debts are paid off, (referred to as the residue) will then be distributed to other named beneficiaries of the testator’s choosing. This packet includes: • Information on making a Will, • Explanations of general terminology, • Instructions on signing a Will, and • Will with specific bequests of cash legacies Summary of Will Provisions: 1) Named Executor 2) Specific Bequests of cash legacies, if recepients are not alive the cash will pass onto another named recepient 3) Residue to named beneficiaries in disproportionate shares This form can be used in the following provinces: Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Northwest Territories, Nova Scotia, Nunavut, Ontario, Prince Edward Island, Saskatchewan and Yukon. |
Will – Specific Bequests of Cash Legacies, Residue to Several People in Disproportionate Shares (Canada)
| Creating a Last Will & Testament is a key part of financial planning, no matter how young or healthy you may be. It's essential to plan for the future of your survivors, and a Will is the most important legal document you can create to ensure that they won't be entangled in a lengthy probate process. This Will is specifically designed for the situation where the testator (the person making the will) first instructs the executor (also known as the trustee) to distribute certain bequests of cash to specified recipients if the recipient has survived the testator. The remainder, after the testator’s debts are paid off, (referred to as the residue) will then be distributed to other named beneficiaries of the testator’s choosing. This packet includes: • Information on making a Will, • Explanations of general terminology, • Instructions on signing a Will, and • Will with specific bequests of cash Summary of Will Provisions: 1) Named Executor 2) Specific Bequests of cash 3) Residue to named beneficiaries in disproportionate shares This form can be used in the following provinces: Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Northwest Territories, Nova Scotia, Nunavut, Ontario, Prince Edward Island, Saskatchewan and Yukon. |
Will – Specific Bequests, Request to be Cremated, Residue to Several People in Disproportionate (Canada)
| Creating a Last Will & Testament is a key part of financial planning, no matter how young or healthy you may be. It's essential to plan for the future of your survivors, and a Will is the most important legal document you can create to ensure that they won't be entangled in a lengthy probate process. This Will is specifically designed for the situation where the testator (the person making the will) first instructs the executor (also known as the trustee) to distribute specific bequests to specified recipients. The remainder, after the testator’s debts are paid off, (referred to as the residue) will then be distributed to other named beneficiaries of the testator’s choosing. This will also includes language where the testator instructs the executor/trustees that he/she desires to be cremated. This packet includes: • Information on making a Will, • Explanations of general terminology, • Instructions on signing a Will, and • Will with specific bequests and instruction to be cremated Summary of Will Provisions: 1) Named Executor 2) Specific Bequests 3) Residue to named beneficiaries in disproportionate shares 4) Instructions to be cremated This form can be used in the following provinces: Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Northwest Territories, Nova Scotia, Nunavut, Ontario, Prince Edward Island, Saskatchewan and Yukon. |
Will – Specific Bequest of Jewelry (Canada)
| Creating a Last Will & Testament is a key part of financial planning, no matter how young or healthy you may be. It's essential to plan for the future of your survivors, and a Will is the most important legal document you can create to ensure that they won't be entangled in a lengthy probate process. This Will is specifically designed for the situation where the testator (the person making the will) first instructs the executor (also known as the trustee) to distribute specific bequests of jewelry to specified recipients. The remainder, after the testator’s debts are paid off, (referred to as the residue) will then be distributed to other named beneficiaries of the testator’s choosing. This packet includes: • Information on making a Will, • Explanations of general terminology, • Instructions on signing a Will, and • Will with specific bequests of jewellery Summary of Will Provisions: 1) Named Executor 2) Specific Bequests of jewellery 3) Residue to named beneficiaries in disproportionate shares This form can be used in the following provinces: Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Northwest Territories, Nova Scotia, Nunavut, Ontario, Prince Edward Island, Saskatchewan and Yukon. |
Will – Specific Bequests, Organs Donated, Residue to Several People in Disproportionate Shares (Canada)
| Creating a Last Will & Testament is a key part of financial planning, no matter how young or healthy you may be. It's essential to plan for the future of your survivors, and a Will is the most important legal document you can create to ensure that they won't be entangled in a lengthy probate process. This Will is specifically designed for the situation where the testator (the person making the will) first instructs the executor (also known as the trustee) to distribute specific bequests (e.g. gifts of cash, jewelry, etc.) to specified recipients. The remainder, after the testator’s debts are paid off, (referred to as the residue) will then be distributed to other named beneficiaries of the testator’s choosing. This Will also includes language where the testator instructs the executor/trustees that he/she desires his/her organs to be donated. This packet includes: • Information on making a Will, • Explanations of general terminology, • Instructions on signing a Will, and • Will with specific bequests of organs donated Summary of Will Provisions: 1) Named Executor 2) Specific Bequests of organs and body 3) Residue to named beneficiaries in disproportionate shares This form can be used in the following provinces: Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Northwest Territories, Nova Scotia, Nunavut, Ontario, Prince Edward Island, Saskatchewan and Yukon. |
Will – Specific Bequest of Pets, Legacy for Pets Care (Canada)
| Creating a Last Will & Testament is a key part of financial planning, no matter how young or healthy you may be. It's essential to plan for the future of your survivors, and a Will is the most important legal document you can create to ensure that they won't be entangled in a lengthy probate process. This Will is specifically designed for the situation where the testator (the person making the will) first instructs the executor (also known as the trustee) to deliver his/her pets to specified recipient and to establish a fund to pay for the care of the pets for the remainder of the pet’s life. The remainder, after the testator’s debts are paid off, (referred to as the residue) will then be distributed to other named beneficiaries of the testator’s choosing. This packet includes: • Information on making a Will, • Explanations of general terminology, • Instructions on signing a Will, and • Will with specific bequests of pets Summary of Will Provisions: 1) Named Executor 2) Specific Bequests of pets and legacy for their care 3) Residue to named beneficiaries in disproportionate shares This form can be used in the following provinces: Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Northwest Territories, Nova Scotia, Nunavut, Ontario, Prince Edward Island, Saskatchewan and Yukon. |
Will – Specific Bequest of Shares in a Corporation (Canada)
| Creating a Last Will & Testament is a key part of financial planning, no matter how young or healthy you may be. It's essential to plan for the future of your survivors, and a Will is the most important legal document you can create to ensure that they won't be entangled in a lengthy probate process. This Will is specifically designed for the situation where the testator (the person making the will) first instructs the executor (also known as the trustee) to distribute shares of stock in a corporation to a specified recipient. The remainder, after the testator’s debts are paid off, (referred to as the residue) will then be distributed to other named beneficiaries of the testator’s choosing. This packet includes: • Information on making a Will, • Explanations of general terminology, • Instructions on signing a Will, and • Will with specific bequests of corporate shares Summary of Will Provisions: 1) Named Executor 2) Specific Bequests of corporate shares 3) Residue to named beneficiaries in disproportionate shares This form can be used in the following provinces: Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Northwest Territories, Nova Scotia, Nunavut, Ontario, Prince Edward Island, Saskatchewan and Yukon. |