Write Your Legal Will In 3 Easy Steps - Can: Everything You Need To Write A Legal Will

Perfect | December 1, 2007

byTom Carter

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You can write your own legal will by following the three easy steps explained in this book. A CD contains blank forms for your use.Ensure that your assets and belongings are passed on to the people who deserve them and according to your wishes. If you die without a proper, valid will, your relatives may be overwhelmed by complicated paperwork and expensive legal issues. A legal will gives you the peace of mind of knowing that your estate - however modest or extravagant - will be properly divided and your loved ones cared for. The book answers questions such as: How much work is it to administer an estate? If I make a will, do I have to use a lawyer? Who should be my executor? Do I have to leave anything to my spouse or children? Can I change my mind about bequests? How should I choose my witnesses?This kit is written by a Canadian lawyer and is 100% legal. Just follow the step-by-step instructions and use the forms included to create your own will. There’s no need to register your will or have it signed by a legal professional. Simply store it in a safe place for your loved ones. 1. Choose your executor 2. Understand what property passes in your will and what does not 3. Decide who will get the property that passes in your will Besides the simple, 3-step approach, the book also contains useful reference material explaining more complicated wills. All the forms you need for a simple, legal will are printed on tear-out sheets in the book. Those same forms, plus numerous bonus forms, are included on the CD-ROM bound in the back of the book. - 20131009

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From the Publisher

You can write your own legal will by following the three easy steps explained in this book. A CD contains blank forms for your use.Ensure that your assets and belongings are passed on to the people who deserve them and according to your wishes. If you die without a proper, valid will, your relatives may be overwhelmed by complicated pa...

From the Jacket

Ensure that your assets and belongings are passed on to the people who deserve them and according to your wishes. If you die without a proper, valid will, your relatives may be overwhelmed by complicated paperwork and expensive legal issues.

Tom Carter operated a private law practice for nearly 20 years, dedicated to meeting the complex legal needs of our aging population. His specialization included wills and estates, incapacity planning, and adult guardianship and trusteeship. In 1999 he closed the practice to take a position as a senior trust officer and estate consulta...

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Format:PerfectDimensions:144 pages, 9.75 × 8.3 × 0.3 inPublished:December 1, 2007Publisher:Self-Counsel PressLanguage:English

The following ISBNs are associated with this title:

ISBN - 10:1551808013

ISBN - 13:9781551808017

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Table of Contents

Preface xiiiStep 1: Choose Your Executor 11. Choosing the Right Executor 41.1 What does an executor do? 41.2 Who would be a good executor? 51.3 Is it a gift, a trust, or a life estate? 61.4 What powers should I give my executor? 81.5 An individual as executor 91.6 A professional person as executor 101.7 A trust company as executor 112. Joint Executors 133. Alternate Executors 14v4. Payment to Your Executor 145. Executor Clauses 14Step 2: Categorize Your Property 151. Non-Estate Assets That Pass Automatically to Beneficiaries 171.1 Joint with right of survivorship assets 181.2 Designated beneficiary assets 182. Estate Assets That Pass through Your Will 182.1 Assets in your name only 182.2 Assets you own as tenants in common 19Step 3: Distribute Your Property 211. People with Children 232. People without Children 25Plus One: Sign, Witness, and Store Your Will 271. Sign and Witness Your Will 292. Store Your Will 30Resources 31Frequently Asked Questions 331. Questions about Content 331.1 Do I have to give something to my spouse? 331.2 Do I need a will if everything is jointly ownedwith my partner? 351.3 Do I have to leave something to my children? 371.4 Who will look after my minor children? 381.5 Who will look after my minor children’s money? 381.6 What if the whole family dies in a plane crash? 391.7 What if I remarry? 40vi Write Your Legal Will in 3 Easy Steps1.8 What about same-sex couples? 421.9 Why didn’t we have any problems when myuncle didn’t leave a will? 421.10 What if I die in 30 years? Everything willbe different. 442. Questions about Form 452.1 Can I change my mind? 452.2 If I do a will now, will it take away my optionsfor later? 462.3 “Doing a will means I’m ready to die —and I’m not!” 472.4 What if I’m too busy right now? 472.5 How is a will signed? 472.6 Can my family be witnesses? 482.7 Does a will have to be typed? 482.8 Can I do a will on videotape? 482.9 When should I review my will? 492.10 What happens to my debts? 492.11 What if I move? 492.12 What if I want to donate my organs? 502.13 How do I give a specific bequest? 502.14 Burial instructions 502.15 How can I revoke my will? 502.16 Can my will be voided? 503. What Can My Executor Do While I’m Still Alive? 51Executor’s Powers 531. Exercise of Property Rights 532. Realization and Sale 543. Payments to Beneficiary 544. Distribution in Kind 54Contents vii5. Investments 556. Tax Elections 557. Employment of Agents 558. Apportionment of Receipts 559. Encroachment Power 5610. Borrowing 5611. Real Property 5612. Corporate and Business Assets 5613. Renewal of Guarantees 5714. Resolution of Disputes 57Estate Planning for Life: The Law of Aging 59Your Enduring Power of Attorney 671. What Is a Power of Attorney? 672. What Is an Enduring Power of Attorney? 683. What Are the “Maybes” That an Attorney Must Deal With? 694. The Setup, or Who Will Be My Attorney? 715. The Trigger, or When Do I Want My Attorney to Start? 736. The Attorney’s Toolbox, or What Does My AttorneyNeed in Order to Do the Best Job? 747. The Challenge of Long-Term Asset Management 758. The Challenge of Working with Your Health Care Agent 76Your Advance Directive 771. The Setup, or Who Will Be My Agent? 802. The Trigger, or When Do I Want My Agent to Start? 813. End-of-Life Instructions, or What Do I Want My Agentto Do If I Am Terminally Ill? 814. The Agent’s Toolbox, or What Does My Agent Needin Order to Do the Best Job? 825. The Most Important Person in Your Advance DirectiveIs Your Agent 84viii Write Your Legal Will in 3 Easy StepsProbate Fees and Income 851. Probate Fees: “I Don’t Want My Family to Pay Them” 851.1 What is probate? 851.2 Fees associated with probate 861.3 Avoiding probate 912. Income Tax and Death 922.1 Income earned by you to date of death 922.2 Income earned by your estate after death 922.3 Capital gains tax at death 932.4 Clearance certificate 94Finding and Using a Good Wills Lawyer 951. The Risks of Doing It Yourself 952. Advantages of Using a Lawyer 962.1 The “proof you had your marbles” factor 962.2 The “complete advice” factor 962.3 The “multi-generational thinking” factor 972.4 The “who pays if I make a mistake?” factor 972.5 The “loss leader” factor 972.6 The “legal boiler plate” factor 972.7 The “personal comfort” factor 972.8 The “future estate work” factor 983. All Lawyers Are Not Created Equal 984. Finding a Good Estate-Planning Lawyer 984.1 Get the names of five good lawyers 994.2 Use the phone 1004.3 Visit the prospects 101Contents ixBasic Will and Worksheets 103Basic Will Form 105Worksheet 1 — Step 1: Choose Your Executor Clause 113Worksheet 2 — Step 2: Categorize Your Property 115Worksheet 3 — Step 3: Choose Your Distribution Clause 125Tables1 Dependant Relief Laws 342 Summary of Intestate Succession Laws 433 Names of Intestate Succession Laws by Provinceand Territory 454 Enduring Power of Attorney Laws and Terms byProvince and Territory 655 Advance Directive Laws and Terms by Province and Territory 666 The Logical Structure of an Enduring Power of Attorney 717 The Logical Structure of an Advance Directive 798 Probate Court and Laws by Province and Territory 879 Probate Tax Rates by Province and Territory 88CD Content 130x Write Your Legal Will in 3 Easy Steps - 20110714