Executor

The Executor is the person you choose to look after your estate and manage trusts for any beneficiaries who are too young to receive their money right away.

You should pick an Executor who is honest, good with paperwork and numbers, and willing to do the job. It is useful if your Executor lives near where your assets are located but not critical. You can name a beneficiary of your Will to be your Executor.

Both of you must each name your spouse as your Executor if you die first.

Your Wills need to say who will be your Executor in case you both die. You can name one person to act as Executor or you can name two people to act as Co-Executors to do the job together (or either one alone if the other is not able to act). If you name one person to act as your Executor, you can name a back up in case your first choice is not able to act. Most couples select one Executor and a back up.

Select one of the following three options and provide the name of your Executor(s). The option you select will apply to both of your Wills:

If one spouse dies, the surviving spouse will be Executor. If we both die we want to name one Executor.
If one spouse dies, the surviving spouse will be Executor. If we both die we want to name one Executor and a back up in case our first choice is not able to act.
If one spouse dies, the surviving spouse will be Executor. If we both die we want to name two people to act as Co-Executors. Either one can do the job alone if the other is not able to act.  

Executor (to act if we have both died)

Guardian

If you have one or more minor children then you should appoint a Guardian for them in your Will.

You can name an individual or a couple as Guardian(s).

Select one of the following options and provide the name(s) of the Guardian(s) (if applicable):

We do not want to appoint a Guardian in our Wills.
We want to appoint a Guardian in case we have one or more minor children who outlive us.


Gift of Estate

Most couples with one or more children want standard Wills that give the entire estate to the surviving spouse if one spouse dies and gives the entire estate to the child(ren) once both spouses have died (whether they die at the same time or years apart). If there is more than one child the estate is divided equally between/among the children.

If your Wishes are more complicated you need legal advice and we are not able to prepare Wills for you.

Your Wills should also address the possibility that a child of yours could die before you. If you are like most people then you want your deceased child’s share to go to the children of your deceased child (your grandchildren from the deceased child) if any, and If your deceased child does not have any children then his or her share should go equally to your other children, if any. Check the box below to confirm that you want this standard wording in your Wills:

If one of us dies, the entire estate will go to the surviving spouse. Once we have both died, our estate will be divided equally among our children. If a child of ours dies before us but leaves one or more children of his or her own who outlives us, a share will be created for that deceased child to be distributed equally among that deceased child's own children.


Disaster Clause

Your Will can address the possibility that you, your spouse and your children die together in a common accident and you do not have any grandchildren or great grandchildren living to inherit your estate. This is known as a “disaster clause”. If your children are all adults and you have grandchildren then you probably don’t need a disaster clause in your Will unless you all travel together on holidays. If you only have one child or all of your children are minors then you should consider having a disaster clause in your Will.

Select one of the following options for distributing your estate in the event that you do not have any children, grandchildren or great grandchildren who outlive the two of you:

We do not want a disaster clause in our Wills.
Divide our estate equally among our siblings who outlive the two of us.
        If a sibling dies before us but leaves one or more children of his or her own who outlive us, a share will be created for that deceased sibling to be
        distributed equally among that deceased siblings's own children.
Divide our estate equally among all of our parents and siblings who outlive the two of us.
        If a sibling dies before us but leaves one or more children of his or her own who outlive us, a share will be created for that deceased sibling to be
        distributed equally among that deceased siblings's own children. No share will be created for a parent who dies before us.
Divide our estate equally among the beneficiaries named below who outlive the two of us.
     (input boxes will appear once this option is selected).
        Only the individuals who outlive the two of us will receive an equal share. If a beneficiary dies before us, his or her share will be divided among the other named
        beneficiaries who outlive us.
Divide our estate among the beneficiaries names below in the percentages specified.
     (input boxes will appear once this option is selected).
        Only the individuals who outlive the two of us will receive a percentage. If a beneficiary dies before us, his or her percentage will be divided among the named
        beneficiaries who outlive us.

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Carefully review the entire Will Questionnaire to make sure the information you are happy with your selection and that the information you have inserted is correct. In particular, make sure names are spelled correctly. When you are ready to proceed, click on the button below to send your information to us. A confirmation page will be displayed and you will receive your Will, Signing Instructions and Invoice by email in minutes.

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