Please indicate types and values - please indicate whether assets are held individually or jointly.
Please indicate types and values
Please list all life insurance policies and amounts.
Please indicate the full names of the executors and their address, the relationship to the Testator (sister, spouse, etc) and in what order or if they are to be joint executors. (Principal, 1st alternative, 2nd alternative, etc)
For example:
Mike Alexander Smith - 123 Halifax St, Halifax, NS B1B 1B1 - borther - Principal
Jennifer Victoria Smith - 123 Halifax St, Halifax, NS B1B 1B1- mother - 1st alternative
List Specific Gift(s) (including any charitable gifts) and to Whom (full names and relationship to testator).
For example: I give $1,000 and my Nissan Altima to my borther Mike Alexander Smith.
I donate $1,000 to the charity Nova Scotia Lung Association.
Residue is what is left over in the estate after gifts and liabilities have been paid.
List full names residuary beneficiaries in order and any special instructions. Include beneficiaries’ country of residency and citizenship.
For example:
If spouse alive then residue to her
If spouse not alive then residue to be split amongst my children equally.
If one of my children is not alive then residue should (pass to their estate or be given to my children who are alive)
The Power of Attorney document gives your designated attorney the ability to make financial decisions for you.
Please list full names and addresses of your principal Attorney, 1st alternate, 2nd alternate, etc.
The Personal Directive gives your designated person the ability to make health care decisions for you when you are unable to.
Please list full names and addresses of your principal delegate, 1st alternate, 2nd alternate, etc.
The Guardianship Appointment indicates who you would like to look after your minor children.
Please list full names and addresses of your guardian 1st alternate, 2nd alternate, etc.