Leave this field blank
Please include your full legal name starting with your first and last name
Please include Street Address, City, Province and Postal Code
Please input in the following order: Day, Month, Year
Please include City, Province/State and Country of Birth
Please include your full legal name starting with your first and last name
Please include Street Address, City, Province and Postal Code
Please input in the following order: Day, Month, Year
Please include City, Province/State and Country of Birth
Please list: Full legal name those who are considered, along with occupation and place of residence.
If you are planning to include beneficiaries other than already mentioned above, please use this space to identify them and include the following information: His/her full legal name, occupation, relation to Will-Maker, and the City, Province/State where they live now. (You can assign numbers or nicknames to each for use below in Asset Distribution if that helps)
In your own words, describe how you would like to see your Estate distributed upon your death among the various beneficiaries named above. You need not use their full legal names, just enough to avoid confusion and allow for discussion. Remember to consider alternates in the event that your first choices predecease. First consider if there are any specific gifts you would like to make before distributing the residue of your Estate to, or among, your primary beneficiaries.
The residue of the Estate is the balance remaining after specific bequests, if any. This may be gifted to one or more people and in equal or differing shares. Please also consider alternates in the event of a beneficiary predeceasing you.
Whie we can include in your Will a reference to your preferences in this regard, please remember that such decisions are usually made by your family/Trustees immediately after death, and likely before they review your Will. Accordingly, if this is a matter important to you, you may want to consider making prior arrangements, or at least advising your loved ones ahead of time of your preferences
These include charitable donations, items or sums of money to be gifted to a particular person, and other such bequests to be considered ahead of the residue (balance) of the Estate, the distribution of which is addressed in the next question. Please also consider alternates in the event of a beneficiary predeceasing you.
Whie we can include in your Will a reference to your preferences in this regard, please remember that such decisions are usually made by your family/Trustees immediately after death, and likely before they review your Will. Accordingly, if this is a matter important to you, you may want to consider making prior arrangements, or at least advising your loved ones ahead of time of your preferences