This section is for everyone that wants a basic Will and Powers of Attorney.  It is also part of our Annual Wills and Powers of Attorney Day event, please complete and submit information:

PLEASE READ CAREFULLY
 



Please make sure to carefully read the brief acknowledgment below because it forms an integral part of your participation in this fundraiser.

Upon submitting the completed form below, you will be contacted to schedule an appointment to review and sign your basic Will and Powers of Attorney.

YOU MUST PROVIDE your complete home mailing address and phone number where you are most likely to be reached during the day and evening.  Otherwise, we might not be able to contact you.  We reserve the right to refuse your participation in this fundraiser event.
Your Information
First Name
Middle Name
Last Name
Street Address
City
City Type
Municipality
Province
Postal code
Email
Home Telephone Number
Work Telephone Number
Cell Number
Spouse Information
First Name
Middle Name
Last Name
 
Information necessary for your Will

Name an individual(s) who you want to be the Executor of your estate. The executor(s) is the person that carries out your wishes and ensures that your estate is distributed in accordance with your wishes. (ie. Spouse or child(ren))
Full Name:
Relation:

Name an individual(s) who would be your second choice as the Executor of your estate. (ie. Child(ren) or sibling or friend)
Full Name:
Relation:

Name the individual(s) you want to be the “primary” beneficiary of your estate? (ie. Spouse)
Full Name:
Relation:

Name the individual(s) you want to be the “secondary” beneficiary of your estate? (ie. Children)
Full Name:
Relation:

If your children are minors at the time of your death and the children’s other parent predeceases you, name the individual(s) you prefer to be guardian of your children.
Full Name:
Relation:

Information necessary for your Powers of Attorney
Financial Affairs

Name an individual(s) you want to have decision-making authority for your property & financial affairs. (ie. Spouse or child)
Full Name:
Relation:

Who would be a substitute person having decision-making authority for your financial affairs if your first choice were not available.
Full Name:
Relation:

Personal Care

Name an individual(s) you want to have decision-making authority for your personal health care needs. (ie. Spouse or child)
Full Name:
Relation:

Who would be a substitute person having decision-making authority for your personal health care needs if your first choice were not available.
Full Name:
Relation:

 
 
OPTIONAL CLAUSES
Gift to Charity for General Purpose

I give to __________________________________________ for its general purposes the sum of _________________. I declare that this sum shall be used by __________________________________________ as both capital and income for any purposes permitted by the by-laws of ____________________ either immediately or at any time and in any amounts determined by the directors or other managing body. Nothing in this paragraph shall prohibit the investment of this sum or any part of it that is not required for immediate expenditure.
Gift to Charity for Endowment fund or Specific Purpose

I give to _________________________________________ the sum of (fill in below) for its endowment fund (or for the following specific purpose:). The receipt of its treasurer or other proper officer shall fully discharge my trustee.
ACKNOWLEDGEMENT
RE: Karmel Sakran Law Office Wills and Powers of Attorney
I understand that I should promptly speak with my financial and legal advisor(s) to confirm the suitability of this basic Will and Powers of Attorney to my own personal circumstances.

I understand that I should routinely review my basic Will and Powers of Attorney as circumstances in my life change and to ensure their suitability to my circumstances and compliance with legislative changes.
BY SUBMITTING THIS PAGE I ACKNOWLEDGE THAT I HAVE READ, UNDERSTAND AND AGREE TO THE ALL OF THE ABOVE.