Will Planning – Instructions for Will

Your Full Legal Name:*
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If your spouse is the sole beneficiary of your Estate, it may be preferable to name him/her as the primary Executor. You should also name an alternate in the event your first choice is unable to act. For tax purposes it is not advisable to choose an Executor who resides outside of Canada. If there are beneficiaries under the age of 18 it is also advisable that your Executor live in Alberta.
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Your Executor Full Name:*
Relationship to you:*
Place of Residence:*
Is this person a minor?*
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Your Alternate Executor: Full Name*
Alternate Executor Relationship to you:*
Alternate Executor Place of Residence:*
Alternate Executor: Is this person a minor?*
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Spouses Executor: Full Name*
Spouses Executor Relationship to you:*
Spouses Executor Place of Residence:*
Spouses Executor: Is this person a minor?*
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Spouses Alternate Executor: Full Name*
Spouses Alternate Executor Relationship to you:*
Spouses Alternate Executor Place of Residence:*
Spouses Alternate Executor: Is this person a minor?*
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Guardian for Minor Children (other than spouse): Full Name
Guardian for Minor Children (other than spouse): Relationship to you:
Guardian for Minor Children (other than spouse): Address
Age:
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Alternate Guardian for Minor Children (other than spouse): Full Name
Alternate Guardian for Minor Children (other than spouse): Relationship to you:
Alternate Guardian for Minor Children (other than spouse): Address
Alternate Guardian Age:
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Have the guardians been asked and are they willing to act?*
Word Verification:

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