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 - In the event your spouse or the child's parent is not alive at the time of your death:

Name -
Relation -
City/Town -

Name -
Relation -
City/Town -

Distribution of Estate:

Note: If you wish to leave specific gifts of property, cash, etc. to beneficiaries you need to specify these gifts in your will.

(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 as I have no spouse (please check and proceed to II below)

Spouse -

- Everything to spouse if spouse survives you (most common)
 or
- Spouse is to receive:


Note: If you are not leaving everything to your spouse we need details of your proposed distribution.



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
or
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:


Note: Most investments allow you to designate beneficiaries and alternate beneficiaries and you should check with your financial advisor to ensure you have designated beneficiaries.


(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.