The purpose of this section is to provide us with sufficient information to assist you in planning your estate and to ensure we include sufficient powers in your will. It will also inform your Personal Representative(s) (formerly called an Executor(s)) of all your assets to make sure they do not miss any. If there is insufficient space to answer any of the following sections, please list on a separate sheet.
Your Executor will be responsible to administer and manage your on-line accounts and digital assets, including social media, music, gaming and financial accounts.
If your spouse is the sole beneficiary of your estate, it may be preferable to name him/her as the primary Executor. One primary and one alternate Executor will likely be sufficient depending on your circumstances. For tax reasons, it is not advisable to choose an Executor who resides outside of Canada. At least one Executor should be a resident of Alberta, particularly where beneficiaries are under the age of 18.