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Do I need a Will?

Preparing or updating your Will and developing a plan for your estate, are two of the most important things you will ever do to help protect your familiy and your legacy.

Approxiatmatley 1/3 of Canadian hosueholds are not protected by a Will. What is commonly misunderstood is that a will does not only protect families and legacies, such estate planning is an essential part of a complete financial plan.

You spend your lifetime working hard to provide and protect the ones you love. Don't let the government control your estate. Ensure that your wishes are paramount and your loved ones provided for. Your will directs and instructs how your property and assets are to be distributed along with other important matters you wish to control, even when you are no longer here.

Without a Will, your estate (upon death) remains unadministered until either the government or a person (not likely someone you would chose) is appointed as estate trustee to look after your assets. This may result in delays, further expenses and/or other complications.

What most people do not realize in that, in addition to protecting your familiy and legacy, estate planning is an essential part of a complete financial plan.

Wills and Powers of Attorney

REQUEST BY(name in full):
Current Home Address:
(include city and code)
Date of Birth:         I am: malefemale
 
Telephone:  Res- Cell-
 
Bus:          Fax: 
 
Email:     
 
Marital Status:      Married Single Divorced Widowed Common Law
 
If married:      1st time marriage 2nd time marriage 3rd time marriage
 
If currently officially married, and you live together, spouse's name :
 
Details of children of any prior marriage or relationship (prior to existing marriage or existing relationship). State names and dates of birth and whether son or daughter:
 
Details of children of current marriage or relationship (state names and dates of birth and whether son or daughter):
 
Equal shares for all subsequent children. Yes No

WILLS

Testator
Executor
Alternate Executor
Guardian
Beneficiary
Failure Gifts
Cash Legacy

POWERS OF ATTORNEY

Your Name(s)
Power of Attorney
Alternate Attorney
Conditions
 

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