Wills and personal planning precedents: an annotated guide

Part 1 - 1-4 Will Clauses

• 1. Opening Clauses in the Will
• 2. Definitions Clauses in the Will
• 3. Executors Clauses in the Will
• 4. Guardians Clauses in the Will

• 5. Insurance Declarations within the Will
• 6. Benefit Plan Designations in the Will
• 7. Administration Clauses in the Will
• 8. Debt Clauses in the Will
• 9. Real Estate Clauses in the Will
• 10. Corporate Interests, Advances and Loans, Reward Point Plans, Priority of Gifts, and Reproductive Material and Embryos Clauses in the Will
• 11. Articles Clauses in the Will
• 12. RESP Clause in the Will
• 13. Cash Gifts and Funds Clauses in the Will
• 14. Pet Clauses in the Will

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

• 20. Powers of Trustees Clauses in the Will
• 21. Funeral Wishes Clauses in the Will
• 22. Execution Clauses in the Will

• 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
• 33. Personal Declarations (Health Care Wishes) and Advance Directives
• 34. Documents for Unique Situations
• 35. Jointly Owned Property

• 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. Advance Directive Questionnaire

• 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

• 46. Simple “Death Bed” Will
• 47. Simple Representation Agreement (Section 9)
• 48. Sample Will
• 49. British Columbia Will (for a Multi-jurisdictional Estate)

Case Tables

• Case Table
• Statutes and Related Material Table
• Index