Wills and personal planning precedents: an annotated guide

Part 1 — 1-4 Will Clauses

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

Part 2 — 5-14 Will Clauses

5. Insurance Declarations 
6. Benefit Plan Designations 
7. Administrations Clauses
8. Debt Clauses
9. Real Estate Clauses
10. Corporate Interests, Advances/Loans, Reward Plans, and Priority of Gifts Clauses
11. Articles Clauses
12. RESP Clause
13. Cash Gifts and Funds Clauses
14. Pet Clauses

Part 3 — 15-19 Will Clauses

15. Residue — Outright Gift Clauses
16. Residue — Miscellaneous Preambles 
17. Residue — Trusts Clauses
18. Residue — Discretionary Trusts for Life for a Beneficiary with a Disability Clauses
19. Residue — If All Else Fails Clauses

Part 4 — 20-22 Will Clauses

20. Power of Trustees Clauses
21. Funeral Wishes Clauses
22. Execution Clauses

Part 5 — Other Personal Planning Documents

23. Codicils
24. Revocation of Will
25. Memorandum of Articles and Letter of Wishes
26. Insurance Declarations (Separate Documents)
27. Benefit Plan Designations (Separate Documents)
28. TFSA Designations (Separate Documents)
29. Wills for First Nations Persons
30. Enduring Powers of Attorney
31. Nominations of Committee
32. Representation Agreements — Enhanced Powers for Health and Personal Care (s. 9)
33. Advanced Directives for Health Care (Personal Declarations and other Wishes)
34. Representation Agreements — General Powers (s. 7)
35. Jointly Owned Property

Part 6 — Questionnaires

36. Information Questionnaire for Wills and Estate Planning
37. Enduring Power of Attorney Questionnaire
38. Nomination of Committee Questionnaire
39. Representation Agreement (Health and Personal Care) Questionnaire
40. Advanced Directive Questionnaire

Part 7 — Letters and Checklists

41. Letters for Wills and Related Documents
42. Instructions for Executing a Will
43. Will Reminder Form
44. Reporting Checklist for Wills and Related Documents — During and After Execution
45. Checklist to Close a Will File

Part 8 — Sample Wills and Agreements

46. Simple "Death Bed" Will
47. Simple Representation Agreement (s. 9)
48. Sample Will 
49. British Columbia Will (for a Multi-jurisdictional Estate

Forms & Precedents

• Other Personal Planning Documents
• Questionnaires
• Letters and Checklists
• Sample Wills and Agreements

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Tables
Case Table
Statutes and Related Material Table
Index