CONTENTS
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Will Clauses
1. Introductory Clauses
2. Definitions
3. Executors
4. Guardians
5. Insurance Declarations (Within the Will)
6. RRSP/RRIF Designations (Within the Will)
7. Administration
8. Debts
9. Real Estate
10. Articles
10A.Plans (RRSPs, RRIFs, RESPs, and Rewards)
11. Advances, Loans, and Forgiveness of Debt
12. Cash Gifts and Funds
13. Residue
14. Residue—Outright Gifts
15. Residue—Miscellaneous Preambles
16. Residue—Trusts
17. Residue—Discretionary Trusts for Life
18. Residue—If All Else Fails
19. Powers of Trustees
20. Funeral Wishes
21. Execution
Other Documents
22. Codicil
23. Revocation of Will
24. Memorandum of Articles
25. Insurance Declarations (Separate Documents)
26. RRSP/RRIF Designations (Separate Documents)
27. Wills for First Nations Persons
28. Powers of Attorney for Financial Affairs
29. Nominations of Committee
30. Representation Agreement—Enhanced Powers for Health and Personal Care (s. 9)
31. Advance Directives for Health Care (Personal Declarations)
32. Representation Agreement—General Powers (s. 7)
33. Division of Household Goods and Personal Effects
Questionnaires and Forms
34. Instruction Questionnaire for Wills and Estate Planning
35. Power of Attorney Questionnaire
36. Nomination of Committee Questionnaire
37. Representation Agreement Questionnaire
38. Internal Instruction Form for Wills and Estate Planning
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 Planholder
46. Reminder Letter
47. Reporting Checklist—After Execution
48. Checklist to Close a Will File
Sample Wills
49. Simple "Death Bed" Will
50. Sample Will
51. British Columbia Will
Features
- complete set of clauses on disk
- checklists
- regular updates
- tables of cases, statutes, and references
- comprehensive index
- convenient looseleaf format with tab indexing
Authors
Peter W. Bogardus, QC — Davis LLP, Vancouver
Mary B. Hamilton — Davis LLP, Vancouver