Airdrie Wills

Step 1 of 8

The making of a Will is something that we all prefer to put off to a future date. Law reports are full of cases in which expensive litigation and undesired results could have been avoided by a properly drafted Will, but individuals just kept putting it off. A Will is an unselfish courtesy to your dependents and loved ones.

This webpage provides an outline of the information required to draw up a Will.

If you wish to have a Will prepared, please fill in all the blanks for every section and at the end it will be sent to our office by email. We will then prepare a Will in draft form and contact you in order to review and prepare the final form for your signature.

You may wish to make an appointment to discuss further your questions and obtain advice for your particular situation.

Salutation *

Name *

First

Middle

Last

Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Date of Birth *

Place of Birth *

Occupation *

Employer

Home Phone

Cell Phone

Work Phone

Email *

Are you Married? *

Common Law *

Assets outside of Alberta?

The Personal Representative(s)

The Personal Representative(s) for your estate are persons appointed to make decisions and handle the affairs of your estate. Where both husband and wife are making a Will, typically each would want to appoint the other as Personal Representative. It may be preferable that your Personal Representative or Personal Representatives be resident in the Province in which you live, but this is not an absolute requirement. Your Personal Representative(s) should have some knowledge of your affairs, and should be advised of the existence and location of your original Will.

Name *

First

Middle

Last

Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Relationship To You *

You may appoint two persons to act jointly as Personal Representatives if you wish.

Name

First

Middle

Last

Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Relationship To You

ALTERNATE PERSONAL REPRESENTATIVE(S):

It is wise to appoint a person or persons to act as an Alternate to the first named Personal Representative(s), in the event that your first named Personal Representative(s) dies before you, or in unwilling or unable to act.

Name

First

Middle

Last

Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Relationship To You

FURTHER ALTERNATE PERSONAL REPRESENTATIVE(S):

(If you feel it is wise to name a person or persons alternate to the above.)

Name

First

Middle

Last

Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Relationship To You

Trustee Compensation:

Do you wish for:

Funeral pre-arrangements

Pre-arranged through:

RESIDUE

The residue of your Estate is made up of all other property not referred to in the previous paragraph as being given to a particular person. It is most common that the entire residue is given to the surviving spouse. If it is your intention that the residue of the estate should go to your spouse, please place his/her full name in the space below. If the residue of the Estate is to be divided among persons in addition to or other than your spouse, please place their names, addresses and the proportion or percentage of the share in the space provided below.

Name *

First

Middle

Last

Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Relationship To You

Name of 2nd person

First

Middle

Last

Address of 2nd person

Address Line 1

Address Line 2

City

State

Zip Code

Relationship To You 2nd person

Name of 3rd person

First

Middle

Last

Address of 3rd person

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Relationship To You 3rd person

It is also necessary to provide for the situation where your spouse has died before you. It is most common that the residue would be divided equally among your surviving children. If this is not your wish, you may then name one or more persons who would receive the residue of the Estate. Please fill in the information in the space provided.

To Children? *

(If children are over the age of 18 years, list their names and addresses)

To Named Party? *

GUARDIAN(S):

Guardians are those persons who are appointed to look after the day-to-day needs of your children during their age of minority. They will be called upon to take custody of the children, be responsible for the day-to-day upbringing of your children in the event of the death of both parents while the child is still under the age of eighteen years. Guardians may be the same person or persons as your Personal Representatives. It is advisable to request permission of the person named as Guardian to act in that capacity if required. You may wish to appoint a single individual or a married couple as Guardian(s).

Name

First

Middle

Last

Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Relationship To You

Name

First

Middle

Last

Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Relationship To You

ALTERNATE GUARDIAN(S):

You may also wish to appoint alternate Guardian(s) in the event that the first named Guardian(s) are unable or unwilling to act.

Name

First

Middle

Last

Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Relationship To You

Name

Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Relationship To You

Any Special Conditions?

FAMILY DEMISE:

If both you and your spouse, together with your children should die in a common incident, you should specify who you wish to receive your estate, whether it be your parents or other named beneficiaries.

Name *

First

Middle

Last

Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Relationship To You *

Name

First

Middle

Last

Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Relationship To You

Name

First

Last

Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Relationship To You

RRSP AND LIFE INSURANCE POLICIES:

Please be advised that unlike all other assets you may own at the time of your death, your RRSP’s and proceeds of any life insurance policy do not automatically become part of your estate, but are handled separately.

The information outlined in this letter is designed to provide for a Will which is simple and yet flexible enough so that changes will not be required under most circumstances. If you have special problems or specific questions, or feel that a more complex Will is required in your situation, please make an appointment in order for us to advise you further.

Please note that this letter cannot be used as a Will it is simply to provide instruction to our office for the preparation of a formal Will.

We hope that the information in this letter has provided an explanation to you of the information required and of the matters to be dealt with in a Will. If you have any questions about the points raised in this letter, please feel free to telephone our office.

We look forward to hearing from you and receiving your instructions.

Yours truly,
MERCHANT LAW GROUP, LLP

Airdrie Wills

The Personal Representative(s)

You may appoint two persons to act jointly as Personal Representatives if you wish.

ALTERNATE PERSONAL REPRESENTATIVE(S):

FURTHER ALTERNATE PERSONAL REPRESENTATIVE(S):

Bequests

RESIDUE

TRUSTS FOR CHILDREN

PREDECEASED CHILD

GUARDIAN(S):

ALTERNATE GUARDIAN(S):

FAMILY DEMISE:

RRSP AND LIFE INSURANCE POLICIES:

HOW CAN WE HELP?