Will – Disposition of Personal Articles According to Memorandum (Canada)

Creating a Last Will & Testament is a key part of financial planning, no matter how young or healthy you may be. It's essential to plan for the future of your survivors, and a Will is the most important legal document you can create to ensure that they won't be entangled in a lengthy probate process.

This Will is specifically designed for the situation where the testator (the person making the will) first instructs the executor (also known as the trustee) to distribute specific personal belongings according to a previously signed and prepared memorandum. The remainder (referred to as the residue) will then be distributed to named beneficiaries of the testator’s choosing.

This packet includes:
• Information on making a Will,
• Explanations of general terminology,
• Instructions on signing a Will, and
• Will disposing or personal articles according to a separate memorandum

Summary of Will Provisions:
1) Named Executor
2) Personal articles distributed according to memo
3) Residue to named beneficiaries in disproportionate shares

This form can be used in the following provinces: Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Northwest Territories, Nova Scotia, Nunavut, Ontario, Prince Edward Island, Saskatchewan and Yukon.