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Difference between revisions of "Will Drafting and Execution Checklist (16:App B)"
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Will Drafting and Execution Checklist (16:App B) (view source)
Revision as of 20:16, 27 June 2016
, 20:16, 27 June 2016no edit summary
Desy Wahyuni (talk | contribs) (Created page with "{{LSLAP Manual TOC|expanded = wills}} This checklist will help ensure students have considered and dealt with all relevant factors when drafting a will. The checklist is '''n...") |
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#Is marriage imminent, or has marriage occurred since the Will-maker’s last will? | #Is marriage imminent, or has marriage occurred since the Will-maker’s last will? | ||
#Has there been proper execution followed by proper attestation by disinterested witnesses? Has the will been dated and have the Will-maker and witnesses initialled the bottom of each page? Is each page identified as the X page of the Will-maker’s will? | #Has there been proper execution followed by proper attestation by disinterested witnesses? Has the will been dated and have the Will-maker and witnesses initialled the bottom of each page? Is each page identified as the X page of the Will-maker’s will? | ||
#Has the client been advised to keep his or her will in a safe place known to the personal representative, and to review and possibly update his or her will as circumstances change (death of Executor or beneficiary, marriage or separation, acquisition of property not adequately dealt with in the will, etc.)? | |||
#Has a Wills Notice been filed (or delivered to the Will-maker with the completed will)? | |||
#Is the Will-maker satisfied with the present beneficiary designations made with respect to any insurance policies, RRSPs, or pensions? | |||