Chapters
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 and Loans, and Reward Plans Clauses
11. Articles Clauses
12. RESP Clause
13. Cash Gifts and Funds Clauses
14. Abatement and Priority of Gifts 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
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. Division of Household Good and Personal Effects
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)
Tables
Index
About the Authors
Peter W. Bogardus, QC practised law with Davis & Company (now DLA Piper (Canada) LLP) from 1968 to 2011. He has more than 40 years' experience in matters relating to wills, trusts, and estate administration. He has held senior positions with the Wills and Trusts section of the BC Branch of the CBA, became a member of the Estate Planning Council of Vancouver in 1978, and was elected Fellow of the American College of Trust and Estate Counsel in 1990. He was a member of the editorial advisory boards of the British Columbia Probate and Estate Administration Practice Manual (1989—2011) and British Columbia Estate Planning and Wealth Preservation (2006—11) for CLEBC.
Mary B. Hamilton graduated from Dalhousie University Law School and was called to the BC bar in 1987. She has over 25 years' experience in wills, trusts, and estate administration matters, practising with Alexander Holburn Beaudin + Lang LLP (with a three-year interval doing planned giving and estate administration at UBC). She has held senior positions with the Wills and Trust section of the BC Branch of the CBA, is a life member of the Estate Planning Council of Vancouver, and a member of the Society of Trust and Estate Practitioners. She is a member of the editorial advisory boards of the British Columbia Probate and Estate Administration Practice Manual and British Columbia Estate Planning and Wealth Preservation for CLEBC. Mary has been selected by her peers for inclusion in the Best Lawyers in Canada in the area of Trusts and Estates 2006-17 and was recognized by the Best Lawyers in Canada in each of 2011 and 2017 as Trusts and Estates "Lawyer of the Year" in Vancouver.
Sadie L. Wetzel graduated from UBC Faculty of Law and was called to the BC bar in 2000. Sadie has practiced with the tax, wills, estates and trust group at DLA Piper (Canada) LLP (formerly Davis LLP) for over 15 years. She regularly speaks to client groups and to the public on wills, estate planning, trusts, incapacity, and provincial and federal disability benefits. Sadie has been a guest speaker for the Chartered Professional Accountants of BC (formerly the Institute of Chartered Accountants), CLEBC, the Pacific Business & Law Institute, the Society of Trust and Estate Practitioners, and has been a guest instructor for the Professional Legal Training Course of the Law Society of BC. She is a contributing author to the Wills, Estates and Succession Act Transition Guide, looseleaf and online (CLEBC, 2010) and British Columbia Estate Planning and Wealth Preservation for CLEBC, and in 2016 was selected by her peers as one of the Best Lawyers in Canada in the practice area of Trusts and Estates.