The Wills Package must be completed in a single session. The information is saved only when you click “Submit” at the end of the form
When you click “Submit”, your form will be sent to us and we’ll send you a quote for preparing your documents.
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This package should only take about 15-30 minutes to complete if you have all required information available. If you aren’t sure of all the information required, please take a few minutes and read our tips pages in the Wills & Estates section of our website before completing the form.
Make sure you have the full legal names and contact information for your spouse/partner, children, grandchildren, guardians, executors, and beneficiaries. You should also have the birth dates of your children and the ages of your grandchildren.
If you and your spouse/partner have significant differences in executors, attorneys, or beneficiaries, we ask you to please complete separate questionnaires.
An Adult Interdependent Relationship (previously called common law) exists when two people have: a) lived in a relationship of interdependence continuously for at least three years; b) lived in a relationship of interdependence that is of some permanence, and have a child by birth or adoption; or c) signed an adult interdependent relationship agreement.
If you do not meet the requirements above, please return to the "Documents Required" page and select "Myself Only".
An executor is a person you name in your Will to carry out your instructions and distribute your estate to your beneficiaries. Before you name your executors in your Will, ask them if they are willing and able to carry out these duties. An executor can be a beneficiary.
If you are married or in an adult interdependent relationship, we will automatically make your spouse/partner your primary executor unless you have specified otherwise.
Executors should be trustworthy and capable of handling the affairs and dealing with potential family conflicts.
It is advisable, but not necessary, that your executors live in Alberta to avoid complications and additional costs.
In addition to your primary executor, we strongly recommend you choose an alternate executor should your first executor predecease you or be unable, or unwilling, to administer the estate.
The surrogate rules state that executors are entitled to receive fair and reasonable compensation for administering the estate. If you stipulate the fees, this is the maximum that can be paid.
Unless your executors are your sole beneficiaries, we strongly recommend that you stipulate the fees in your will to avoid the decision having to be made by your beneficiaries or the courts.
The amount paid to your executor(s) comes out of your estate and may affect the amount received by your beneficiaries. If you have children, you should carefully consider the amount your wish to pay the executors.
If you have minor children or children with special needs, you should recommend a guardian, other than the mother or father, to ensure their needs are provided for.
Although another person can apply to be a guardian, the courts will consider your wishes in making the final decision.
You should also name an alternate guardian should your first guardian predecease you or be unable to carry out his or her responsibilities.
Your estate is the total of all your assets less all your debts, except for: a) Assets that are owned jointly by you and one or more others (joint tenants), b) Pensions or life insurance policies that have a specific beneficiary. These items will transfer directly to either the joint tenants or the other designated recipients.
You should make a list of all your assets and liabilities and decide how you want these distributed. It’s also helpful in making these decisions to know whether your RRSPs, RRIFs, other pension benefits or insurance proceeds go to your estate or to other beneficiaries.
After paying all debts, and paying your executor and/or guardian fees, all remaining assets will be distributed to your designated beneficiaries as per the instructions in your Will. The remaining assets are legally referred to as the Residue of the Estate, however we will simply refer to this as your estate.
If you specify that certain items (i.e. personal property, cash, etc.) are to be left to a specific person, those items will usually go directly to the person named and will not become part of your estate's residue. Please do not list any items unless: a) they are definitely valuable or of great sentimental value, or b) you are prepared to pay your lawyer to draft the will and change it when a gift or legacy is sold or replaced.
Think about all the potential people you may wish to receive part of your estate. You will also want to decide how a beneficiary’s share of your estate will be distributed if they predecease you or if you and all family members die in a common accident.
Please provide a short list of your assets and liabilities below.
A Personal Directive appoints an agent, or agents, to make decisions regarding your health and medical treatment when you become incapable of making these decisions on your own. Although making a Personal Directive and assigning an agent is not mandatory, it is the only way you can be sure that the decisions are made by people you know and trust, and who understand your wishes.
You should appoint at least two agents to make your health care decisions. Agents can be either primary agents who will make decisions together, or alternate agents who will make decisions only if the other agent(s) is/are unwilling or unable to.
You may also want to appoint one of the agents above, or a different one, to temporarily care for any minor children when you no longer have the capacity to make decisions.
Unless you choose otherwise, your Personal Directive will state "I will lack capacity when my Agent(s) signs a written declaration to that effect after consulting with a physician."
You will be granting your Agent(s) authority to make the following personal decisions on your behalf: a) your health care, b) your accommodation, c) with whom you may live and associate, d) your participation is social, educational and employment activities, and e) legal matters that do no relate to your estate.
Your Personal Directive will state: "My Agent must instruct my health care service providers based on the following guidelines: a) I do not wish my life to be prolonged by artificial means when I am in a coma or a persistent vegetative state and, in the opinion of my physician and other consultants, have no known hope of regaining awareness and higher mental functions, no matter what is done. b) I wish to be kept comfortable and free from pain. This means that I may be given pain medication even though it may dull consciousness and indirectly shorten my life."
An Enduring Power of Attorney (EPA) appoints an Attorney, or Attorneys, to make financial decisions on your behalf. Any competent adult or financial institution can be appointed an attorney. The EPA will continue to be in effect should you become mentally incapacitated. Typically, the EPA applies to all financial matters and is unlimited in its powers. You can, however, choose to restrict those powers.
You should appoint at least two Attorneys to make your financial decisions. Attorneys can be either Primary Attorneys who will make decisions together, or Alternate Attorneys who will make decisions only if the other Attorney(s) is/are unwilling or unable to. Your Attorney may renounce his or her appointment at any time before this Power of Attorney comes into effect.
If you choose “In the future” below, your Enduring Power of Attorney will come into effect when you are mentally or physically incapacitated, as determined medically by two physicians.
1. My attorney has authority to do anything on my behalf that I may lawfully do by an attorney. This includes the ability to maintain, educate, benefit and advance myself, my spouse/partner and my dependent children. this also includes the power to sign all instruments on my behalf concerning land which are capable of registration under the Land Titles Act, Real Property Act or Registry Act of all the provinces of Canada and any foreign jurisdiction.
2. My attorney has authority to delegate any of the powers given by this power of attorney.
3. My attorney has authority to exercise his or her powers to protect my interests in matters relating to all or part of my estate.
1. My attorney may use my property only for my benefit and the benefit of my spouse/partner and my dependent children.
2. This enduring power of attorney terminates if I revoke it in writing at a time when I am mentally capable of understanding the nature and effect of the revocation.
Attorneys are entitled to fair compensation for their services, although they have the right to decline it. Although not mandatory, you should state whether or not compensation is to be paid and, if so, the amount. The amount can also be determined by the courts under the Trustee Act.
Before you click the "Submit" button below, please take a few minutes to make sure all information provided is accurate. You may go back to previous pages to double check and then return to this page.
When you click the "Submit" button below, we will be immediately notified. We'll review your submission and provide you with a free, firm quote as soon as possible.
Once you decide to proceed, we’ll prepare and forward a first draft of the document(s) for your review. Upon your acceptance of the draft(s), we’ll schedule an appointment for you to sign the documents.
We would really appreciate you taking a minute to answer a few quick questions.
Most honest lawyer I have ever met.
- Dr. Hamid Majid
Most honest lawyer I have ever met.
- Dr. Hamid Majid
Most honest lawyer I have ever met.
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J.E. Fletcher Professional Corporation.
Suite 415, Willow Park Centre, 10325 Bonaventure Drive SE
• Phone: 403-225-2600