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Content Type: Printed Material Record Type: Book
Title:
Wills and personal planning precedents: an annotated guide
Author(s):
Call Number:
KN125.9.B63
Digital Access:
Available
Websites:
Place of Publication:
Publisher:
Publication Date:
1998-
Physical Description:
1 volume (loose-leaf)
1 online resource
ISBN:
0865049556
Additional Corporate Author:
Subject(s):
Table of Contents:

Part 1 — 1-4 Will Clauses

1. Opening Clauses
2. Definitions Clauses
3. Executors Clauses
4. Guardians Clauses

Part 2 — 5-14 Will Clauses

5. Insurance Declarations 
6. Benefit Plan Designations 
7. Administrations Clauses
8. Debt Clauses
9. Real Estate Clauses
10. Corporate Interests, Advances/Loans, Reward Plans, and Priority of Gifts Clauses
11. Articles Clauses
12. RESP Clause
13. Cash Gifts and Funds Clauses
14. Pet Clauses

Part 3 — 15-19 Will Clauses

15. Residue — Outright Gift Clauses
16. Residue — Miscellaneous Preambles 
17. Residue — Trusts Clauses
18. Residue — Discretionary Trusts for Life for a Beneficiary with a Disability Clauses
19. Residue — If All Else Fails Clauses

Part 4 — 20-22 Will Clauses

20. Power of Trustees Clauses
21. Funeral Wishes Clauses
22. Execution Clauses

Part 5 — Other Personal Planning Documents

23. Codicils
24. Revocation of Will
25. Memorandum of Articles and Letter of Wishes
26. Insurance Declarations (Separate Documents)
27. Benefit Plan Designations (Separate Documents)
28. TFSA Designations (Separate Documents)
29. Wills for First Nations Persons
30. Enduring Powers of Attorney
31. Nominations of Committee
32. Representation Agreements — Enhanced Powers for Health and Personal Care (s. 9)
33. Advanced Directives for Health Care (Personal Declarations and other Wishes)
34. Representation Agreements — General Powers (s. 7)
35. Jointly Owned Property

Part 6 — Questionnaires

36. Information Questionnaire for Wills and Estate Planning
37. Enduring Power of Attorney Questionnaire
38. Nomination of Committee Questionnaire
39. Representation Agreement (Health and Personal Care) Questionnaire
40. Advanced Directive Questionnaire

Part 7 — Letters and Checklists

41. Letters for Wills and Related Documents
42. Instructions for Executing a Will
43. Will Reminder Form
44. Reporting Checklist for Wills and Related Documents — During and After Execution
45. Checklist to Close a Will File

Part 8 — Sample Wills and Agreements

46. Simple "Death Bed" Will
47. Simple Representation Agreement (s. 9)
48. Sample Will 
49. British Columbia Will (for a Multi-jurisdictional Estate

Forms & Precedents

  • Other Personal Planning Documents
  • Questionnaires
  • Letters and Checklists
  • Sample Wills and Agreements

Document Builder

Tables
Case Table
Statutes and Related Material Table
Index

Notes:
Electronic version available on CLE Online.
CLE number 3184615
How to Access:
On-site at Courthouse Libraries BC
Total number of copies 30
Total Active Reservations: 0
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Copy Status Description 
1Abbotsford : Print33873003285054Updated to June 2022KN125.9.B63 Available
2Campbell River : Printacq110178Updated to January 2014KN125.9.B63 Checked Out
3Chilliwack : Printacq110179 KN125.9.B63 Checked Out
4Courtenay : Printacq110180 KN125.9.B63 Available
5Cranbrook : Printacq110181 KN125.9.B63 Available
6Dawson Creek : Printacq110182Updated to August 2020KN125.9.B63 Available
7Duncan : Printacq110183 KN125.9.B63 Available
8Fort St. John : Printacq110184Updated to June 2022KN125.9.B63 Available
9Kamloops : Print33873003109346 KN125.9.B63 Available
10Kelowna : Print33873003090801 KN125.9.B63 Available
11Nanaimo : Print33873002830165Updated to June 2022KN125.9.B63 Available
12Nelson : Printacq110188 KN125.9.B63 Available
13New Westminster : Print33873003103273Updated to October 2022KN125.9.B63 Available
14North Vancouver : Printsou14000028Updated to January 2014KN125.9.B63 Available
15Penticton : Printacq110190 KN125.9.B63 Checked Out
16Port Alberni : Printacq110191 KN125.9.B63 Available
17Powell River : Printacq110192Updated to January 2014KN125.9.B63 Available
18Prince George : Print33873003008043 KN125.9.B63 Available
19Prince Rupert : Printacq110194 KN125.9.B63 Available
20Quesnel : Printacq110195 KN125.9.B63 Available
21Salmon Arm : Printacq110197Updated to August 2020KN125.9.B63 Available
22Smithers : Printacq110198 KN125.9.B63 Available
23Surrey : Printacq110199 KN125.9.B63 Available
24Terrace : Printacq110200 KN125.9.B63 Available
25Vancouver : Print33873003215309c. 1KN125.9.B63 Available
26Vancouver : Print33873003215036c. 2KN125.9.B63 Available
27Vernon : Printacq110201Updated to June 2022KN125.9.B63 Available
28Victoria : Print33873003085249c. 1 Updated to June 2022KN125.9.B63 Available
29Victoria : Print33873003085256c. 2 Updated to August 2020KN125.9.B63 Available
30Williams Lake : Printacq110202 KN125.9.B63 Available