Receipt of beneficiary of estate
Questionnaire for Choosing Executors | Canada" />
This Executorship Questionnaire for Canadians will help you choose executors and personal representatives as part of your estate planning process.
- Complete the detailed 14-page questionnaire form with all the pertinent information you need in order to choose the people who will administer your estate after your death, or act on your behalf if you become incapacitated, including: an executor, trustee, guardian for minor children, and attorney under an Enduring Power of Attorney.
- The form also includes instructions for preparing estate planning documents: (will, power of attorney and advance medical directive).
- No need to buy multiple copies for different family members - purchase one copy and use it as often as you like.
- This form is downloadable and fully editable. Available in MS Word format.
- Intended to be used only in Canada.
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Choosing an Executor or a Guardian of Minor Children in Alberta
Do you have questions about how to choose an executor for your will, or who you should appoint to be guardian of your children if you were to die suddenly?
- You can find answers to your questions in these two articles, entitled Who Should I Choose as My Executor? and Who Should I Choose as the Guardian of My Children? It's important to choose the right people to fill these vital roles.
- These free articles contain a set of guidelines to assist you in choosing an executor of your estate and a guardian for any minor children when writing your will.
- Available as a free PDF download.
Free Download
Duties of an Executor
Learn about the Duties of an Executor with this free downloadable summary of the responsibilities of the executor of an estate.
- reviewing the will,
- arranging probate,
- taking inventory of the assets,
- preparing the final tax return,
- distribution of the assets to the beneficiaries (heirs).
'Duties of an Executor' is a free PDF download.
Free Download
Executor Fee Agreement" />
Arrange for the executor of your estate to be paid for their services with this Executor Fee Agreement.
- The purpose of the Agreement is to ensure that the person you name in your Will to act as executor of your estate is fairly compensated by setting out the amount of the fee and how it will be paid.
- This is a generic legal document which is not specific to any country or region.
- The template is fully editable to fit your circumstances.
- This Executor Fee Agreement template is available in MS Word format.
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Will Clause Providing Compensation to Executor
This free optional Will Clause directs that compensation be paid to the executor under a compensation agreement signed during the testator's lifetime.
Download the digital file or just copy and paste the following text.
I DECLARE AND DIRECT that my Executor _______________________ shall be entitled to receive and shall be paid out of my estate as compensation for acting as Executor and Trustee of and under this my Will the fees, reimbursements and other compensation provided for in the Compensation Agreement between _______________________ and me signed on the ____ day of ________, ________ and prior to the execution of this my Will.
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General Release of Individual by Individual | Canada
Before you pay out a settlement amount to another person to settle a legal claim, make sure they sign this General Release form.
- The releasing party waives and releases any claims against you for loss, damage or otherwise that he/she may have, whether now or in future.
- In return for giving the Release, the releasing party will be paid in cash and/or some other type of consideration.
- You can use this form in any Canadian province or territory. A French language version may be required in Quebec.
- To download the General Release form just add it to your shopping cart, check out and pay, then download. The document is available in MS Word format.
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Receipt for Trust Assets and Discharge of Trustee | USA
Terminate a trust and discharge the trustee with this Receipt for Trust Assets and Discharge of Trustee form for the USA.
- The beneficiaries of the trust must sign the form.
- The receipt portion of the form states that all of the trust property has been distributed to the beneficiaries.
- The trustee is discharged from his/her duties as trustee following the distribution.
- The form is available in MS Word format.
- Intended to be used only for trusts established in the United States.
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Executor Fee Agreement" />
Arrange for the executor of your estate to be paid for their services with this Executor Fee Agreement.
- The purpose of the Agreement is to ensure that the person you name in your Will to act as executor of your estate is fairly compensated by setting out the amount of the fee and how it will be paid.
- This is a generic legal document which is not specific to any country or region.
- The template is fully editable to fit your circumstances.
- This Executor Fee Agreement template is available in MS Word format.
Add to cart
Assignment of Interest in Estate | Canada
Prepare an Assignment of Interest in Estate with this template form for executors, beneficiaries and testators in Canada.
- The assignment is made by a beneficiary who is receiving, or expecting to receive in future, a gift of property from the estate of a family member.
- The beneficiary assigns to a third party all or part of the bequest left to him/her in the deceased's Will.
- This form contains language for both living and deceased testators, so it can be used to assign actual or anticipated future bequests.
- As an executor, you may find yourself asked to pay out a bequest to a bank or creditor. When that happens, you can use this form.
- Intended for use only in Canada.
