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Wills precedents: an annotated guide

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Record Type:

Book

Call Number:

KN125.9.B62

Corporate Author:

Continuing Legal Education Society of British Columbia.

Publisher:

Continuing Legal Education Society of British Columbia.

Publication Date Range:

2001-2014

Author(s):

Hamilton, Mary B
Bogardus, Peter W

Subject(s):

Wills - Canada.

Table of Contents:

Chapters 1-4 Will Clauses 1. Introductory Clauses 2. Definitions 3. Executors 4. Guardians Chapters 5-12 Will Clauses 5. Insurance Declarations (Within the Will) 6. Benefit Plan Designations (Within the Will) 6A. TFSA Designations (Within the Will)...

Chapters 1-4 Will Clauses

1. Introductory Clauses
2. Definitions
3. Executors
4. Guardians

Chapters 5-12 Will Clauses

5. Insurance Declarations (Within the Will)
6. Benefit Plan Designations (Within the Will)
6A. TFSA Designations (Within the Will)
7. Administration
8. Debts
9. Real Estate
9A. Corporate Interests
10. Articles
10A. Plans (RRSPs, RRIFs, RESPs, TFSAs and Rewards)
11. Advances, Loans and Forgiveness of Debt
12. Cash Gifts and Funds

Chapters 13-18 Will Clauses

13. Residue
14. Residue - Outright Gifts
15. Residue - Miscellaneous Preambles- Most Common Trust Provisions for Children
16. Residue - Trusts
17. Residue - Discretionary Trusts for Life for the Disabled Beneficiary
18. Residue - If All Else Fails

Chapters 19-21 Will Clauses

19. Powers of Trustees
20. Funeral Wishes
21. Execution

Chapters 22-33 Will Clauses

22. Codicil
23. Revocation of Will
24. Memorandum of Articles
25. Insurance Declarations (Separate Documents)
26. Benefit Plan Designations (Separate Documents
26A. TFSA Designations (Separate Documents)
27. Wills for First Nations Persons
28. Enduring Powers of Attorney
29. Nominations of Committee
30. Representation Agreements - Enhanced Powers of Health and Personal Care (s. 9)
31. Advance Directives for Health Care (Personal Declarations and Other Wishes)
32. Representation Agreements - General Powers (s. 7)
33. Division of Household Goods and Personal Effects

Chapters 34-38 Questionnaires and Forms

34. Instruction Questionnaire for Wills and Estate Planning
35. Enduring Power of Attorney Questionnaire
36. Nomination of Committee Questionnaire
37. Representation Agreement (Health and Personal Care) Questionnaire
38. Internal Instruction Form for Wills and Estate Planning

Chapters 39-48 Letters and Checklists

39. Retainer Letter
40. Letter to Clients Enclosing Original Documents for Execution
41. Instructions for Executing a Will
42. Report Letter
43. Will Reminder Form
44. Letter to Insurance Company
45. Letter to RRSP/RRIF Plan Administrator
45A Letter to TFSA Issuer
46. Reminder Letter
47. Reporting Checklist - During and After Execution
48. Checklist to Close a Will File

Chapters 49-50A Sample Wills

49. Simple "Death Bed" Will
50. Sample Will
50A. British Columbia Will (for Multi-Jurisdictional Estate)

Cases
Statutes
References
Index

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Location	Item Details	Status
Vancouver		Checked Out