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PART 1: Information about You

A testator is an individual who has made a valid will or testament that is in effect at the time of their death.

Name(Required)

Please remember to Capitalize the first letter.

Middle Name

Please remember to Capitalize the first letter.

Last Name(Required)

Please remember to Capitalize the first letter.

Province/State of Residence(Required)

Please remember to Capitalize the first letter.

City of Residence(Required)

Please remember to Capitalize the first letter.

Phone Number(Required)

Your Email Address(Required)

PART 2: Information about Your Family

What is Your Marital Status?(Required)

Single (includes divorced/widowed)

Married

Common Law Relationship

Full Name of Spouse(Required)

First Middle Last

Do you have any living children?(Required)

Yes

Number of Children

Add Child(Required)

Full Name of Child

Date of Birth for Child (DD/MM/YYYY))

Who would you like to appoint as a guardian for your minor children?

(Should both parents predecease your children)

Guardian's Relation to you

Full Name of Guardian’s Spouse

Please remember to Capitalize the first letter of First, Middle, and Last Name.

PART 3: Appointing Your Executor/Trustee

Name of Executor(Required)

Please remember to Capitalize the first letter of First, Middle, and Last Name - An executor is a person appointed by a testator to carry out the terms of their will.

Would you like to appoint CoExecutors?

Yes

One or two individuals can be appointed as executors, with options commonly including a spouse, relative, or close friend. If coexecutors are chosen, they must be willing to collaborate, as their only legal option in case of disagreement is going to court. Additionally, your executor must be an adult at the time of your passing. Yes/No

Name of the second executor

Please remember to Capitalize the first letter of First, Middle, and Last Name

Substitute Executor(Required)

Please remember to Capitalize the first letter of First, Middle, and Last Name - If said executor(s) is unable or refuses to act

PART 4: Distribution of Estate & Additional

Do you want to add another beneficiary?

Yes

of all assets owned by me at the Time of my death

List Your Beneficiaries

Name of Beneficiary

shall receive % (Percentage Amount)

Special Bequests

A bequest is when the testator designates certain property to be given to a specific beneficiary upon their death. This could include items such as real estate, investments, cash, stocks, bonds, jewelry, collectibles and other valuables. The bequest is executed by the executor of the will after the testator's death. Example: "I bequeath my 2015 Honda Civic, with license plate number ABC123, to my nephew, John Doe, to be transferred into his ownership within thirty days after my death.

Burial Requests

A burial request is a person's specific instructions for their funeral and burial arrangements, often included in their will or estate planning documents. Example: "I request that my funeral service be held in accordance with Islamic customs, with the prayer recited over my body before I am laid to rest. I request a simple burial with no elaborate casket or headstone, as is traditional in Islam." Example: "I request to be cremated after my death. I would like my ashes to be scattered in the ocean. I do not want a formal memorial service, and would prefer that my family members celebrate my life in their own way.

PART 5: Appointing Your Attorney (POA For Personal Care)

Appointing someone as your power of attorney for personal care means that you are granting that person legal authority to make decisions about your personal care and well-being in the event that you become unable to make those decisions yourself. This could include decisions about your medical treatment, living arrangements, and other matters related to your personal care. It is important to choose someone you trust and who understands your wishes and beliefs regarding your care.

Name of Attorney(Required)

An Attorney is a person appointed by a grantor to carry out the terms of their POA.

Province/State of Residence of Attorney(Required)

City of Residence of Attorney(Required)

Substitute Attorney(Required)

If said Attorney is unable or refuses to act

Province/State of Residence of Substitute Attorney(Required)

City of Residence of Substitute Attorney(Required)

PART 6: Medical Plan Preference

In the event that you were unable to express yourself, what medical course of action should be taken?(Required)

a) Withdraw Treatment -- If you are in a persistent vegetative state with no possibility of significant improvement, you request that no extraordinary measures, artificial support, or other interventions be taken to prolong your life.

b) Prolong Life -- If you are in a persistent vegetative state with no possibility of significant improvement, you request that all available measures, artificial support, heroic efforts or other interventions be taken to prolong your life, regardless of the potential outcome.

c) Let my Attorney Decide

PART 7: Appointing Your Attorney (POA For Property/Finance)

Appointing someone as your power of attorney for property or finance means that you are giving them the legal authority to make decisions on your behalf regarding your finances and property in the event that you become unable to make those decisions yourself. This could include managing your bank accounts, paying bills, buying or selling property, and making investments. It is important to choose someone you trust and who has the knowledge and experience to handle your financial affairs responsibly. It's also recommendable to discuss with them your preferences and financial goals to ensure your wishes are respected.

Name of Attorney(Required)

An Attorney is a person appointed by a grantor to carry out the terms of their POA.

Province/State of Residence of Attorney(Required)

City of Residence of Attorney(Required)

Substitute Attorney(Required)

If said Attorney is unable or refuses to act

Province/State of Residence of Substitute Attorney(Required)

City of Residence of Substitute Attorney(Required)

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Bundle Package

PART 1: Information about You

PART 2: Information about Your Family

PART 3: Appointing Your Executor/Trustee

PART 4: Distribution of Estate & Additional

PART 5: Appointing Your Attorney (POA For Personal Care)

PART 6: Medical Plan Preference

PART 7: Appointing Your Attorney (POA For Property/Finance)

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