Wills & Testaments
Last will and testament, codicils, living wills, and testamentary documents
Beneficiary Designation Form
Who gets your retirement account, life insurance payout, or investment fund if something happens to you? Without a Beneficiary Designation Form on file, that decision could end up in probate court — costing your loved ones time, money, and stress during the worst possible moment. This form lets you name exactly who receives your assets, in what percentage, and who steps in as a backup. It covers primary and contingent beneficiaries, their relationship to you, and contact details. Our free template keeps it simple. Fill in the blanks, download as PDF or Word, and make sure your wishes are clear.
Beneficiary Designation Form (Canada)
Designate beneficiaries for Canadian RRSP, RRIF, TFSA, life insurance, and pension plans. Covers successor holder designation (TFSA), tax-free spousal rollover (RRSP), provincial legislation differences, and CRA tax implications.
Estate Planning Checklist (Canada)
Create a comprehensive Canadian estate planning checklist covering Wills, Powers of Attorney, advance directives, trusts, beneficiary designations, probate fee minimisation, and tax planning under the Income Tax Act (Canada). Addresses provincial differences in Wills Acts, Trustee Acts, and probate fees.
Executor Appointment and Acceptance (Canada)
Formally appoint and accept the role of Executor (Estate Trustee) for a Canadian estate. Covers executor powers, fiduciary duties, co-executor provisions, probate obligations, CRA tax filing requirements (terminal T1, T3, clearance certificate), compensation, and estate summary — compliant with provincial Trustee Acts and Estates Administration Acts.
Inheritance Agreement / Heir’s Agreement (Canada)
Create a legally binding Canadian Inheritance Agreement between heirs to establish the distribution of a deceased person’s estate. Covers estate assets and debts in CAD, heir shares, personal property schedules, tax allocation under ITA s. 70(5), mediation clauses, and mutual releases under provincial succession laws including Ontario’s SLRA, BC’s WESA, and Alberta’s WSA.
Codicil to Last Will and Testament (Canada)
Amend your Canadian Last Will and Testament with a legally valid Codicil. Change your executor, guardian for minor children, specific bequests, or residuary estate distribution — without rewriting your entire Will. Compliant with provincial Wills Acts including Ontario’s SLRA, BC’s WESA, and Alberta’s WSA, with proper witness attestation clauses.
Pour-Over Will (Canada)
Create a Canadian pour-over will to direct assets not placed in your living trust to pour into the trust upon death. Covers executor appointment, guardian designation, and residuary clause. Compliant with provincial succession legislation including Ontario’s Succession Law Reform Act, BC’s WESA, and Alberta’s Wills and Succession Act.
Last Will and Testament (Canada)
Create a legally valid Canadian Last Will and Testament. Appoint an estate trustee (executor), name guardians for minor children, make specific bequests, distribute your residuary estate, and include a revocation clause — all compliant with provincial Wills Acts including Ontario’s SLRA, BC’s WESA, and Alberta’s WSA.
Living Trust Form (Canada)
Create a legally compliant Canadian inter vivos (living) trust agreement. Establish a revocable or irrevocable trust to transfer and manage assets for beneficiaries, covering settlor and trustee details, trust property, distribution terms, trustee powers, tax provisions including the 21-year deemed disposition rule, and provincial Trustee Act compliance.
Living Will / Advance Healthcare Directive (Canada)
Create a Canadian Advance Healthcare Directive (Living Will). Document your wishes for life-sustaining treatment, CPR, artificial nutrition, pain management, and organ donation. Appoint a healthcare proxy (Attorney for Personal Care in Ontario, Representative in BC, Agent in Alberta) to make decisions when you lack capacity.
Revocation of Power of Attorney (Canada)
Revoke an existing Canadian Power of Attorney with a legally valid Revocation document. Covers Continuing POA for Property, POA for Personal Care, and General POA. Includes witness attestation, third-party notification provisions, real property registration guidance, and prior-acts protection — compliant with Ontario’s Substitute Decisions Act, BC’s Power of Attorney Act, and Alberta’s Powers of Attorney Act.
Testamentary Trust Declaration (Canada)
Create a Canadian Testamentary Trust Declaration to establish a trust that takes effect upon your death. Includes spousal trust (ITA s. 70(6) rollover), Henson Trust for disabled beneficiaries, discretionary and minor child trust options, 21-year deemed disposition planning, GRE designation, and T3 filing provisions — compliant with provincial Trustee Acts and the Income Tax Act (Canada).
Trust Agreement (Canada)
Create a Canadian Inter Vivos (Living) Trust Agreement to transfer and manage assets for beneficiaries. Covers revocable and irrevocable trusts, trustee powers, 21-year deemed disposition, T3 filing requirements, and provincial Trustee Act compliance.
Estate Planning Checklist
Nobody likes thinking about what happens after they’re gone, but putting it off only makes things harder for the people you leave behind. An Estate Planning Checklist is a practical starting point — it helps you inventory your assets, identify who gets what, list your important accounts and documents, name guardians for minor children, and outline your healthcare directives. Think of it as a roadmap for your loved ones. It doesn’t replace a will or trust, but it makes sure nothing gets overlooked. Our free template covers assets, debts, beneficiaries, important contacts, and key documents. Download as PDF or Word.
Executor Appointment / Letter of Testamentary
Who’s going to handle your affairs after you’re gone? An Executor Appointment is the document that names the person responsible for carrying out the instructions in your will — paying debts, distributing assets, filing final tax returns, and dealing with probate court. It’s one of the most important decisions in estate planning, and putting it in writing ensures there’s no confusion or family conflict later. The document covers the executor’s identity, their powers and duties, compensation terms, and successor executors if the first choice can’t serve. Our free template walks you through it. Download as PDF or Word.
Inheritance Agreement / Heir's Agreement
Families don't always see eye to eye on who gets what. An Inheritance Agreement lets heirs sort things out while everyone's still on speaking terms — dividing property, assigning specific assets, and handling debts before emotions run high. It can supplement or clarify a will, or settle disputes among beneficiaries. Our template covers asset distribution, conditions, waivers, and signatures for all parties involved. Enter your details, see the document take shape in real time, and download as PDF or Word — free, no sign-up needed.
Last Will And Testament Codicil
Create a comprehensive Last Will and Testament Codicil with our free online template. A codicil is a legal supplement that amends specific provisions of your existing will without replacing the entire document. Use it to update beneficiaries, modify asset distribution, change executor appointments, or add new provisions. This template ensures your amendments are properly formatted and legally valid when witnessed according to your state requirements. Fill out guided fields, preview in real time, and download as PDF or Word. Includes electronic signature support. We recommend consulting with an estate planning attorney for complex situations. Valid in all 50 US states.
Pour-Over Will
Create a comprehensive Pour-Over Last Will and Testament with our free online template. This specialized will directs any assets not already placed in your living trust to be transferred into the trust upon your death. It serves as a safety net ensuring no assets are left outside your estate plan. Specify beneficiaries, name an executor, appoint guardians for minor children, and document your final wishes. Fill out guided fields, preview in real time, and download as PDF or Word. Includes electronic signature support. We recommend consulting with an estate planning attorney for complex situations. Valid in all 50 US states.
Last Will and Testament
Nobody likes thinking about it, but a Will is how you make sure your family, your belongings, and your wishes are taken care of when you're gone. It names who gets your property, who looks after your kids, and who you trust to carry out your instructions. Without one, the state decides — and it might not match what you'd want. Our template walks you through beneficiaries, executors, guardians, and specific bequests. Fill it in, preview in real time, and download as PDF or Word — free, no account needed.
Advance Healthcare Directive
What happens if you're in a coma or can't speak for yourself? A Living Will (Advance Directive) tells doctors and your family exactly what medical treatment you do or don't want — life support, resuscitation, pain management, organ donation. It takes the guesswork out of impossible decisions and spares your loved ones from agonizing over what you'd choose. Our template covers end-of-life care preferences, healthcare proxy designation, and specific treatment instructions. Fill it out, preview live, and download as PDF or Word — free, no sign-up.
Living Will / Advance Directive
Create a comprehensive Living Will (Advance Directive) with our free online generator. This legal document lets you specify your healthcare preferences, end-of-life treatment wishes, and appoint a healthcare proxy to make medical decisions on your behalf if you become incapacitated. Customize directives for life-sustaining treatment, pain management, organ donation, and more. Fill out guided fields, preview in real time, and download as PDF or Word. Electronic signature support included. Valid in all 50 US states when properly witnessed. We recommend consulting an estate planning attorney for complex situations.
Codicil — Will Amendment (Quebec)
Create a legally compliant codicil to amend your will under Quebec civil law. Governed by articles 726-730 and 767-773 of the Civil Code of Quebec (C.c.Q.), this template allows you to add, remove, or modify specific provisions of your existing testament without rewriting the entire document. The codicil can change beneficiaries, update the executor (liquidateur), designate a new guardian (tuteur) for minor children, or revoke individual clauses. Available in holograph or witnessed form, the codicil preserves the validity of your original will while ensuring your testamentary wishes remain current.
Tutorship of Person of Full Age (Quebec)
Create a comprehensive application for the opening of a tutorship regime for an incapacitated adult under Quebec civil law. Following the 2022 reform (L.Q. 2020, c. 11), tutorship is now the sole protection regime in Quebec, replacing the former curatorship (curatelle) and advisor to the adult (conseiller au majeur). This template covers the applicant information, incapacitated person details, nature of incapacity, proposed tutor, modulated tutorship options, tutorship council composition, property inventory, tutor obligations, periodic reporting, and emergency measures, all in compliance with articles 256-290 of the Civil Code of Quebec.
Death Declaration (Quebec)
Create a formal death declaration for Quebec as required under articles 122 to 128 of the Civil Code of Quebec (CCQ). This document is used to officially register a death with the Directeur de l etat civil (registrar of civil status). It records the identity of the deceased, circumstances of death, filiation, spouse information, and disposition of remains. The declaration must be made promptly after death by a person who can attest to the facts, typically a close relative or the funeral home director. This template ensures compliance with Quebec civil law requirements for the registration of deaths and the maintenance of the register of civil status under articles 46-47 CCQ.
Declaration of Heirship — Quebec (Déclaration d'hérédité)
Create a legally compliant Quebec Declaration of Heirship (Déclaration d'hérédité / Attestation d'hérédité) under CCQ arts. 613–616 and 653–702. This sworn declaration identifies the deceased, all legal heirs and their shares, the liquidator of the succession, estate assets and debts, and testamentary information. Required by banks, Revenu Québec, and notaries for settling estates. Download as PDF or Word.
Small Estate Declaration (Quebec)
Create a Quebec small estate declaration (déclaration de petite succession) governed by the Code civil du Québec (arts. 615, 694-696, 779-782 on successions) and the Loi sur les commissaires à l'assermentation (RLRQ, c. C-20). French-language sworn declaration enabling heirs to claim estate assets under $25,000 from financial institutions and government bodies without full probate. Covers deceased person information, relationship to deceased, estate assets inventory, liabilities, list of heirs, and institutional release request. Includes bonne foi clause (art. 1375 CCQ).
Beneficiary Designation (Quebec)
Create a beneficiary designation form for life insurance, RRSP, TFSA, RRIF, or pension plans under Quebec civil law, governed by articles 2445 to 2460 of the Civil Code of Quebec (C.c.Q.). This template allows policyholders and account holders to designate primary and contingent beneficiaries, specify percentage allocations, choose between revocable and irrevocable designations pursuant to article 2449 C.c.Q., and include special instructions for the distribution of proceeds upon death.
Trust Amendment (Quebec)
Create a trust amendment (modification de fiducie) for Quebec under articles 1260 to 1298 of the Civil Code of Quebec (CCQ). This template allows settlors and trustees to formally modify the provisions of an existing trust constituting act, including changes to beneficiaries, distribution rules, trustee replacement under art. 1296, trust duration, and trustee powers. The amendment must respect the settlor's original intention as required by art. 1294 CCQ and may require court authorization in the absence of a modification clause in the original trust deed.
Trust Agreement (Quebec)
Create a trust agreement (acte constitutif de fiducie) for Quebec under articles 1260 to 1298 of the Civil Code of Quebec (CCQ). Unlike common law trusts, a Quebec trust is a patrimoine d affectation (patrimony by appropriation) that constitutes a separate and autonomous patrimony distinct from that of the settlor, trustee, and beneficiary. This template covers the identification of all parties, trust purpose, property transfer, trustee powers, distribution rules, and termination conditions. The trust is administered by the fiduciaire who must act with prudence and diligence under article 1278 CCQ.
Estate Inventory — Succession (Quebec)
Create a Quebec estate inventory (inventaire des biens de la succession) under arts. 794-801 C.c.Q. Document all immovable property, movable property, bank accounts, investments, debts, life insurance, and estate value summary. Required for heirs to make an informed decision on acceptance or renunciation under arts. 630-643 C.c.Q.
Succession Liquidation (Quebec)
Create a comprehensive succession liquidation document (acte de liquidation de succession) under Quebec civil law, governed by articles 783 to 835 of the Civil Code of Quebec (C.c.Q.). This template guides the liquidator through every step of the liquidation process including identification of the deceased and heirs, inventory of assets and liabilities, publication of notice to creditors, payment of debts, preparation of the final account (reddition de compte), and distribution of the estate to heirs. The document ensures compliance with the CCQ provisions on succession opening (arts. 776-782), liquidation (arts. 783-835), and partition (arts. 836-898).
Protection Mandate — Quebec (Mandat de protection)
Create a free Quebec Protection Mandate (Mandat de protection) based on articles 2166-2174 of the Code civil du Québec. This document replaces the Power of Attorney used in common law provinces and covers both personal care and property management in case of incapacity. Includes mandatory accounting obligations (art. 2166.1 CCQ), health care wishes, housing preferences, and replacement mandatary designation. Fill out the form, preview in real time, and download as PDF or Word.
End-of-Life Care Mandate — Quebec (Mandat en prévision de soins de fin de vie)
Create a free Quebec End-of-Life Care Mandate (Mandat en prévision de soins de fin de vie) under the Loi concernant les soins de fin de vie (RLRQ c S-32.0001) and arts. 2166-2174 CCQ. Designate a mandatary to make health care and end-of-life decisions on your behalf, including the option to authorize an advance MAID request (Bill 38, 2023). Includes CPR directives, artificial life support wishes, palliative care preferences, and mandatory accounting provisions (art. 2166.1 CCQ). Download as PDF or Word.
Specific Power of Attorney — Quebec (Procuration spécifique)
Create a free Quebec Specific Power of Attorney (Procuration spécifique) under arts. 2130-2185 of the Code civil du Québec. Authorize someone to perform a single, precisely defined legal act on your behalf: sell or buy property, sign a specific contract, manage a bank account, file a tax return, or represent you in a dispute. Includes ancillary powers, exclusions, substitute attorney, duration, and remuneration provisions. Download as PDF or Word instantly.
Renunciation of Succession (Quebec)
Create a formal renunciation of succession for Quebec under articles 630 to 652 of the Civil Code of Quebec (CCQ). This document allows an heir to formally and irrevocably renounce their right to inherit from a deceased person estate. Under article 647 CCQ, the renouncing heir is deemed never to have been an heir, and the renunciation has retroactive effect to the date of death. This template is essential when the debts of the succession exceed its assets, when the heir wishes to avoid liability for the deceased debts, or when the heir wishes their share to pass to the next heir in line. The renunciation must be express and unconditional (art. 646 CCQ).
Petition to Homologate Protection Mandate — Quebec
Create a Quebec petition to homologate a protection mandate (Requête en homologation du mandat de protection) under arts. 2166-2174 of the Code civil du Québec and arts. 312 et seq. of the Code of Civil Procedure. This formal court petition is filed by the designated mandatary when the mandator becomes incapacitated, supported by medical and psychosocial evaluations confirming incapacity. Includes identification of parties, description of assets, interested persons, optional urgent interim measures, and formal conclusions for the Superior Court. Download as PDF or Word.
Revocation of Will — Quebec (Révocation de testament)
Create a free Quebec Revocation of Will (Acte de révocation de testament) under articles 763 to 771 of the Civil Code of Quebec (C.c.Q.). This template allows a testator to expressly revoke a prior holographic, witnessed, or notarial will, either in whole or in part. It includes testator identification, details of the will being revoked, total or partial revocation options, replacement provisions for partial revocations, declaration of capacity, witness attestations for witnessed form, and compliance with all CCQ formalities. Download as PDF or Word.
Advance Medical Directives — Quebec (Directives médicales anticipées)
Create free Quebec Advance Medical Directives (Directives médicales anticipées / Testament biologique) under the Loi concernant les soins de fin de vie (RLRQ c S-32.0001), arts. 51+. Document your wishes for end-of-life care, CPR, artificial life support, medical aid in dying (MAID), palliative care, and organ donation. Designate a trusted person to ensure your directives are respected. Valid for registration with the RAMQ registry. Download as PDF or Word instantly.
Will Before Witnesses — Quebec (Testament devant témoins)
Create a free Quebec Will Before Witnesses (Testament devant témoins) based on articles 727-730 of the Code civil du Québec. Unlike a holographic will, this form can be typed or printed and must be signed before two witnesses who are 18+ and not beneficiaries. Each page must be initialed by the testator and witnesses. Includes liquidator appointment, universal and specific legacies, tutor designation, and funeral wishes. Download as PDF or Word.
Notarial Will (Quebec)
Create a legally binding notarial will for Quebec under articles 712 to 730 of the Civil Code of Quebec (CCQ). A notarial will is the most secure form of testamentary disposition in Quebec civil law. It is received en minute by a Quebec notary in the presence of a witness, and the original is kept in the notary's records. Unlike holograph or witnessed wills, a notarial will does not require probate (verification) after the testator's death, which significantly simplifies and accelerates the settlement of the succession. This template covers testator identification, revocation of prior wills, universal and specific legacies, liquidator appointment, optional testamentary trust provisions, tutor designation for minor children, and funeral wishes. All provisions comply with the Civil Code of Quebec, including articles 756-762 for liquidator duties, articles 732-737 for legacies, and articles 1260-1298 for testamentary trusts.
Holographic Will — Quebec (Testament olographe)
Create a free Quebec Holographic Will (Testament olographe) template based on article 726 of the Code civil du Québec. A holographic will must be entirely handwritten and signed by the testator — no witnesses are required. This template provides the structure for your will including liquidator appointment, universal and specific legacies, and tutor designation for minor children. Use this as a guide, then copy it by hand. Download as PDF or Word.
Tutorship Application for Person of Full Age (Quebec)
Create a comprehensive application for tutorship of a person of full age under Quebec civil law, governed by articles 285 to 294 of the Civil Code of Quebec (C.c.Q.) on tutorship to persons of full age and articles 256 to 267 on protective supervision regimes. This template helps applicants prepare a formal request identifying the incapacitated person, describing the nature and extent of incapacity, proposing a tutor, establishing a tutorship council, documenting known assets, and defining the tutor's obligations. The application respects the principle of proportionality introduced by the 2022 reform (Loi modifiant le Code civil), which allows modulation of the tutorship to preserve the person's residual autonomy under article 288 C.c.Q.
Testamentary Trust Declaration
Create a Testamentary Trust Declaration to establish a trust that takes effect upon your death through your Last Will and Testament. Includes discretionary trust, marital/QTIP trust (IRC 2056 marital deduction), minor child trust, and special needs trust options. Covers trustee powers under the Uniform Prudent Investor Act, Crummey withdrawal powers, generation-skipping transfer tax (IRC 2601) planning, spendthrift provisions (UTC 502), IRS Form 1041 filing requirements, and portability election (IRC 2010(c)(5)(A)).
Trust Agreement
Want to protect your assets and control how they're distributed after you're gone — or even while you're still alive? A Trust Agreement lets you do exactly that. It names the trustee, lists the beneficiaries, defines how and when assets are distributed, and sets rules for managing the trust. It can help avoid probate, reduce estate taxes, and ensure your wishes are followed. Whether it's a revocable living trust or an irrevocable one, the details matter. Our free template walks you through it. Preview and download as PDF or Word.
Estate Planning Checklist (England & Wales)
Create a comprehensive Estate Planning Checklist for England and Wales. Record your personal details, assets, liabilities, existing planning documents (Will, Lasting Powers of Attorney, trusts), beneficiary designations, IHT planning measures, funeral wishes, and professional contacts — fully aligned with the Wills Act 1837, Mental Capacity Act 2005, and Inheritance Tax Act 1984.
Last Will and Testament (England & Wales)
Create a legally valid Last Will and Testament for England and Wales. Appoint Executors, name guardians for minor children, make specific gifts and pecuniary legacies, distribute your residuary estate, and include an attestation clause — fully compliant with the Wills Act 1837, Administration of Estates Act 1925, and Inheritance Tax Act 1984.
Pour-Over Will (England & Wales)
Create a Pour-Over Will for England and Wales under the Wills Act 1837. Directs your residuary estate into an existing trust upon death, ensuring all assets are consolidated under the trust's terms. Includes specific bequests, executor appointment, and trustee pour-over clause.
Small Estate Statutory Declaration (UK)
Create a Small Estate Statutory Declaration for England and Wales to collect and administer the assets of a deceased person’s estate where the total value does not require a grant of probate. Drafted in accordance with the Administration of Estates (Small Payments) Act 1965, the Administration of Estates Act 1925, the Statutory Declarations Act 1835, and the Senior Courts Act 1981. Covers declarant details, deceased’s particulars, estate assets, debts and liabilities, beneficiaries, will or intestacy confirmation, funeral expenses, and a statutory jurat. Must be signed before a solicitor or commissioner for oaths. Download as PDF or Word.