Last Will & Testament Kit (Canada)
A last will and testament allows you to specify who your assets will pass to following your death, make property management arrangements for young beneficiaries, appoint guardians, forgive debts, and more.
This self-help legal kit includes step-by-step instructions, detailed information and all the legal forms necessary to prepare your own last will and testament without the need or expense of hiring a lawyer.
- Prepare a legal will in minutes.
- Step-by-step instructions.
- lawyer approved legal kit.
- Valid in Canada.
- See below for a full product description.
If you die without making a valid last will and testament, you will have died intestate. You will then have no control over who your property is distributed to or even who takes care of your children following your death. Both of these matters will be determined by state laws that are often decades old. There is also the added risk that your estate could be substantially depleted due to the high levels of legal and professional fees associated with dying intestate.
Making a last will and testament is the only way to ensure that you have control over these matters and to properly provide for the needs of your family.
This self-help kit provides you with step-by-step instructions, detailed information and all the legal forms necessary to make a will and to ensure that your property passes to your loved ones after your death.
- Make cash and specific property gifts to your loved ones and to charities
- Appoint guardians to care for your minor children
- Appoint executors to wind up your estate
- Create trusts for young beneficiaries
- Make funeral arrangements
- And much more….
Valid in Canada only.
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Table of Contents
Legal Will and Testament Kit
Using Self-Help Kits
Introduction to Wills
What is a Will?
Why Make a Will?
Intestacy & What Happens Without a Will?
Can I Make My Own Will?
Requirements for a Valid Will
Age of Majority
Mental Capacity and Undue Influence
Gifts and Beneficiaries
Gifts Your Assets
Disinheriting Your Spouse or Children
Types of Gifts
Specific Item Gifts
Gift of the Residuary Estate
Types of Beneficiaries
Who May Not Be a Beneficiary?.
What Assets Can I Gift Under My Will?
Gifts to Charities
Imposing Conditions on the Receipt of Gifts
Releasing Someone from a Debt
Matters Affecting the Distribution of Your Assets
What if You Own Property Overseas?.
Children, Guardians and Property Management
What is a Guardian?
Sole and Joint Guardians
Who Can Be a Guardian?
What to Consider When Choosing a Guardian for Your Children
Management of Children’s Property.
Whom Should You Choose as a Trustee?
Overview of Executors’ Duties
Who Should Be Your Executor?
A Brief Introduction to Tax
Overview of Inheritance Tax
Who Is Liable to Tax?
The Seven Year Rule on Gifts
Inheritance Tax Planning & Lifetime Gifts
Relief for Businesses.
Rates of Business Relief .
Gifts of Business Assets During Your Lifetime
Rates of Agricultural Relief
Gifts of Agricultural Property During Your Lifetime
Inheritance Tax Planning for Married Couples and Civil Partners
Getting Ready to Make Your Own Will
Do I Need a Solicitor?
Deciding on Your Beneficiaries
Deciding on Who to Appoint as Your Executors
Deciding on Who to Appoint as Guardians of Your Minor Children
Deciding What Type of Will You Need
Choosing People to Witness You Signing Your Will
Altering Your Will Before Signing
Signing Your Will
Having Your Will Witnessed During Covid
After You Have Made Your Will
Where to Store Your Will
Keeping Your Will Updated
Using a Codicil to Update or Change Your Will
Revoking Your Will
Appendix 1 - Glossary of Legal Terms
Appendix 2 - Will Writing Worksheet
Appendix 3 - Sample Wills
Template 1: Unmarried male, not in a registered domestic partnership, with no children
Template 2: Unmarried female, not in a registered domestic partnership, with no children
Template 3: Unmarried and not in a registered domestic partnership, with children
Template 4: Married or in a registered domestic partnership, male, and with adult children
Template 5: Married or in a registered domestic partnership, female, and with adult children
Template 6: Married or in a registered domestic partnership, male, and with minor children
Template 7: Married or in a registered domestic partnership, female, and with minor children
Template 8: Married or in a registered domestic partnership, male, with no children
Template 9: Married or in a registered domestic partnership, female, with no children
Appendix 4 - General Instructions for Completing your Will
Appendix 5 - Specific Instructions for Completing your Will
Appendix 6 - Additional Clauses That You May Wish to Add
The following forms are included with this kit:-
Will 1: Unmarried male, not in a registered domestic partnership, with no children
Will 2: Unmarried female, not in a registered domestic partnership, with no children
Will 3: Unmarried and not in a registered domestic partnership, with children
Will 4: Married or in a registered domestic partnership, male, and with adult children
Will 5: Married or in a registered domestic partnership, female, and with adult children
Will 6: Married or in a registered domestic partnership, male, and with minor children
Will 7: Married or in a registered domestic partnership, female, and with minor children
Will 8: Married or in a registered domestic partnership, male, with no children
Will 9: Married or in a registered domestic partnership, female, with no children
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