Instructions for Will


Advance
 

Prepared by Norman Pickell, a will and power of attorney lawyer based in Goderich, Ontario.


Please complete as much of this Form as possible by printing your answers. Make sure that you have completed the General Information for Wills and Powers of Attorney Form.

Name: _________________________________        Date: ___________

Do you already have a will? 

Yes ________ No _______ 

If Yes, what year was it done? __________

If Yes, where is it? ______________________________________________

Have you pre-arranged your funeral? Yes _____ No _____

(If you want to learn more about funerals - including pre-arranging, please click here.)
If you have pre-arranged your funeral, what is the name and address of the funeral home?

_____________________________________________________________

If you have not pre-arranged your funeral, do you have any special instructions that you want in your will?

No _____ Yes _____ If Yes, details ______________________________

____________________________________________________________

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Do you wish to donate any of your organs to be used for organ transplants?
(If you want to learn more about organ and tissue donations, please click here.)

Yes ____ No ____ Not right now ____ Not sure ____

Other comments ______________________________________________

A. Estate Trustees (formerly known as "Executors"):

(Your Estate Trustee is the person who gathers in your assets, pays your bills and distributes your money and other assets to your beneficiaries in accordance with your will. This person can be your spouse, some or all of your children (provided they are at least 18 years old), a trust company, or someone else in whom you have confidence. You can have more than one Estate Trustee. 
(If you want to learn more about the Duties of an Estate Trustee, please click here.)

A.1 Who do you want to be your Estate Trustee?

Your spouse alone Yes _____ No _____

Your spouse together with the following named

Yes _____ No _____

Only the following named: Yes _______ No _______

Name(s), address, relationship to you and telephone number for each:

1. ___________________________________________________________

_____________________________________________________________

2. ___________________________________________________________

_____________________________________________________________

3. ___________________________________________________________

_____________________________________________________________

4. ___________________________________________________________

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A.2 Who do you want to be the alternate Estate Trustee(s) in the event that something happens to the person(s) you have just named above to be your Estate Trustee (such as that person dies, has a stroke, or just does not want the responsibility)?

Name(s), address, relationship to you and telephone number for each:

1. ____________________________________________________________

______________________________________________________________

2. ____________________________________________________________

______________________________________________________________

3. ____________________________________________________________

______________________________________________________________

4. ____________________________________________________________

______________________________________________________________

A.3 Who do you want to be the further alternate Estate Trustee(s) in the event that something happens to the person(s) you have just named above to be your Estate Trustee (such as that person dies, has a stroke, or just does not want the responsibility)?

Name(s), address, relationship to you and telephone number for each:

1. ____________________________________________________________

______________________________________________________________

2. ____________________________________________________________

______________________________________________________________

3. ____________________________________________________________

______________________________________________________________

B. Beneficiaries:

When you die, how do you want your estate distributed?

B.1 IF YOU HAVE A SPOUSE,
complete this Section:
(if you do not have a spouse, please skip this section and go to B.2)

B.1.a) Even while your spouse is still alive, are there any particular assets, such as a piece of jewellery or an item of special furniture, to go to someone other than your spouse

No _____ Yes ______

If Yes, are you going to prepare a list to be kept somewhere?

Yes _____ No ______

If Yes, where will it be? 

with your original will _________

in your safety deposit box _________

in special place at home ____________________________

If No, do you want the items and the persons listed in your will?

Yes _____ No ______

If you do, name of person(s) and particular asset(s):

1. ___________________________________________________________

2. ___________________________________________________________

3. ___________________________________________________________

4. ___________________________________________________________

(if more than 4 items, please list the names and the items on a separate piece of paper)

B.1.b) Even while your spouse is still alive, are there any charities to which you want to leave money?
(If you want to find out more about charities, please click here.)

Yes ______ No ______ Not right now _______

If Yes, name of each charity and amount to be given:

1. ____________________________________________________________

2. ____________________________________________________________

3. ____________________________________________________________

4. ____________________________________________________________

(if more than 4 charities, please list the names and amounts on a separate piece of paper)

B.1.c) Does everything else in your estate go to your spouse upon your death?

Yes _____ No _____

If No, details ____________________________________________________

_______________________________________________________________

_______________________________________________________________

_______________________________________________________________

_______________________________________________________________

_______________________________________________________________

B.1.d) For the part of your estate which goes to your Spouse are there any restrictions?

No ______ Yes _______ 

If Yes, details ____________________________________________________

________________________________________________________________

________________________________________________________________

B.2 IF YOU DO NOT HAVE A SPOUSE, or in the event that your SPOUSE DIES  BEFORE YOU, complete this Section:

B.2.a) Are there any particular assets, such as a piece of jewellery or an item of special furniture, to go to someone?

If Yes, are you going to prepare a list to be kept somewhere

Yes _____ No ______

If Yes, where will it be? 

with your original will _________

in your safety deposit box _________

in special place at home ____________________________

If No, do you want the items and the persons listed in your will? 

Yes ___  No ___

If Yes, name of person(s) and particular asset(s):

1. ___________________________________________________________

2. ___________________________________________________________

3. ___________________________________________________________

4. ___________________________________________________________

(if more than 4 items, please list the names and the items on a separate piece of paper)

B.2.b) Are there any charities to which you want to leave money?

(If you want to find out more about charities, please click here.)

Yes ______ No ______ Not right now _______

If Yes, name of each charity and amount to be given:

1. ___________________________________________________________

2. ___________________________________________________________

3. ___________________________________________________________

4. ___________________________________________________________

(if more than 4 charities, please list the names and amounts on a separate piece of paper)

B.2.c) If you do not have a spouse, or in the event that you spouse dies before you do, what is to happen to the balance of your estate?

_____________________________________________________________

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B.3 This Section is to be completed by everyone:

Your lawyer needs to know how you want your estate distributed if some or all of the persons mentioned in B.1 or B.2 die before you do?

B.3.a) Are there any particular assets (not already listed under this category in B.1 or B.2), such as a piece of jewellery or an item of special furniture, to go to someone?

No _____ Yes ______

If Yes, are you going to prepare a list to be kept somewhere?

Yes ____  No ____

If Yes, where will it be?

with your original will _________

in your safety deposit box _________

in special place at home ____________________________

If No, do you want the items and the persons listed in your will

Yes ____ No ____

If Yes, name of person(s) and particular asset(s):

1. ___________________________________________________________

2. ___________________________________________________________

3. ___________________________________________________________

4. ___________________________________________________________

(if more than 4 items, please list the names and the items on a separate piece of paper)

B.3.b) Are there any particular charities to which you want to leave money?

(If you want to find out more about charities, please click here.)

Yes ______ No ______

If Yes, name of each charity and amount to be given:

1. ___________________________________________________________

2. ___________________________________________________________

3. ___________________________________________________________

4. ___________________________________________________________

(if more than 4 charities, please list the names and amounts on a separate piece of paper)

B.3.c) If someone that you have named in Sections B.1 or B.2 dies before you do, what is to happen to the bequest that you were intending to give to that person?

______________________________________________________________

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B.4 This Section is to be completed only if you have a beneficiary who is under 18 years of age or you have a beneficiary over 18 but you want that person to have to wait until a later age to receive the money from your estate:

B.4.a) What age do you want the beneficiary to be before that person receives the money from your estate "without any strings attached"?

18 ____ 21 _____ 25 _____ 30 ____ other _______

B.4.b) Do you want your Estate Trustee to be able to pay out some of the capital from the under-age beneficiary's share to or for the benefit of that beneficiary if the money is needed for such things as dental bills, medical care or education?

Yes ______ No _____

B.4.c) If the under-age beneficiary survives you, but dies before reaching the age you specify that the person can have the money "without any strings attached," what do you want to have done with the balance of that person's share? 

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

B.5 This Section to be completed only by those with Children Under 18:

Who is to be the Guardian of any children you have who are under 18 years of age at your death?

Name and Address of Guardian(s) (include relationship to you):

_____________________________________________________________

_____________________________________________________________

B.6 This Section to be completed by Everyone:

Are any of your beneficiaries challenged physically or mentally or receiving any type of Government financial assistance (for a disability or otherwise)?

No ___ Yes ___

If Yes, details _________________________________________________

_____________________________________________________________

_____________________________________________________________

_____________________________________________________________

_____________________________________________________________

This is NOT A WILL. These are INSTRUCTIONS ONLY. When you have completed this Form as much as you can, please mail this Form (together with the General Information Form) to your Lawyer, or take them to your FIRST Interview with your lawyer.

What you have printed in these Instructions will NOT become part of your Will until it has been prepared by your lawyer AND you have signed your Will.

Your lawyer will review these Instructions and include in your Will the appropriate powers to be given to your Estate Trustee(s).


_________________________________
Signature of person completing this form


 


 

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Norman B. Pickell  Lawyer - Mediator - Arbitrator  58 South Street, Goderich, Ontario N7A 3L5  Telephone (519) 524-8335   Fax (519) 524-1530