Executor(s) - the person(s) who will manage your estate (usually your spouse, if married):

Name -
Relation -
City/Town -

Name -
Relation -
City/Town -

Alternate Executor(s) - (usually the same as your spouse, if married):

Name -
Relation -
City/Town -

Name -
Relation -
City/Town -

Guardian(s) of Children

Name -
Relation -
City/Town -

Name -
Relation -
City/Town -

Distribution of Estate:


(a) Specific Gifts of Personal Property (ie. cars, jewellry, etc.):

- I have no directions

- To distribute my personal property as follows:

- Please give the following gifts to the persons named below:

(b) Specific Cash Gifts:

- I have no directions

- To pay the following cash legacies to the persons/organizations named below:

(c) Disposition of Residue - the balance remaining following the Disposition of Personal Property and Cash listed above:

I. Spouse

- Not Applicable (please check this box and proceed to II below)

Spouse -

- Everything to spouse if spouse survives you

- Spouse is to receive:





II. Children

- Not Applicable (if you do not have any children and do not expect to have any children, please check this box and proceed to III below)

Children (please name all):


- Everything to children, in equal shares

- If spouse predeceases, everything to children in equal shares

- To children, in unequal shares, as follows:



Please check one of the following, if applicable:

If child does not survive, his/her share of your estate is to be distributed as follows:

- Deceased child's children (your grandchildren) or if none, to deceased child's brothers and/or sisters alive at your death

- Deceased child's brothers and/or sisters alive at your death

- Deceased child's estate (this could include the spouse of a deceased child - your daughter-in-law or son-in-law)


The following clause should also be considered, but is optional:

- If spouse and ALL children do not survive (entire family dies in common disaster), residue of your estate is to be distributed as follows:



One of the following should also be checked:

If a minor (someone who is not 18 years of age) is entitled to share in your estate:

- Share to be invested until child attains the age of majority, with income paid for the maintenance and education of the child during the child's minority

- Share of an infant to be paid to the parent or guardian of that infant - the receipt of the parent or guardian to be a full discharge of the Executor

- If you wish payment to a child (or grandchild) to be made at some time after age 18, choose this option and the matter will be discussed with you when I receive your formal instructions




III. Other

- Not Applicable

Name(s) of the person(s) to whom the residue of your Estate goes:

Miscellaneous Matters (optional clauses you may want to consider):


(a) Funeral or burial direction:

- I have no direction as far as my funeral and burial are concerned

- I desire cremation

- I wish to be buried at:

- I have the following directions:




(b) Tax Deferred Assets (RRSP, etc.):

- Not Applicable

If you have deferred assets for which a beneficiary has not been designated, please complete the following:

- I have no directions concerning tax deferred assets

- I wish my spouse to have my tax deferred assets if she/he survives me for a period of 30 days, and if not, to be distributed in accordance with the residuary provisions of my Will

- I have the following directions:




(c) Use this space to list any other matters you wish to deal with in your Will:







Matrimonial Property Act Clause:

- You may want to consider such a clause if your intentions are that your beneficiaries enjoy their inheritance without their share becoming divisible property in accordance with the terms of the Matrimonial Property Act.





Trustee / Investment Clause:

- You may want to consider a clause that empowers your Executor (trustee) to make a broad range of investments on behalf of your beneficiaries (minors) such as the ability to invest in mutual funds.