Wills, Estates & Trusts Resources

Wills and Estates Planning Form

By Kristen Wittman on May 4, 2015

In order to properly advise you, we require certain information.

Please complete the attached forms in as much detail as possible.  If there is insufficient space on this form, please attach additional pages as required. This information is being gathered by your advisors solely for the purpose of assisting you with an estate plan.  It will be kept strictly confidential.  All information you supply will be assumed to be accurate.  No attempt will be made to confirm or verify this information.


Download Wills and Estates Planning Form

Personal Representatives Duties: Checklist

By Kristen Wittman on May 4, 2015

The following is a checklist to assist you in beginning your tasks as Executor or Administrator of an estate.  This will assist you in determining the extent of the deceased’s assets, and the extent of your duties.  Once you have attended to these matters, it is recommended that you contact a lawyer to help you establish your legal authority and determine your responsibilities.

Personal Representative's Duties

Download Personal Representatives Duties: Checklist

Wills & Estates: Did You Know?

By Kristen Wittman on May 4, 2015

wills & estates did you know header


In Manitoba, it is not necessary to have a will.  However, your assets have to be distributed after you die, and without a will, the government sets the rules.  Without a will, your assets will be transferred to your most immediate relation, which may be contrary to your wishes.

With a will, you can direct where you want your money to go, and to whom.  You can also appoint an Executor.  An Executor is someone you trust who will ensure that your assets are properly distributed after your death.

This document outlines some more good reasons.


Download Wills & Estates: Did You Know?

Personal Representative’s Duties

By Administrator on December 11, 2014

Personal Representative's Duties Header ImageThe property of a deceased is placed in the hands of a trustee, known as a personal representative. A personal representative is called an executor, when there is a Will, or an administrator when there is no Will.

The obligations of an executor arise from the moment of death. A person is not obliged to accept a position as an executor even if named in a Will. An executor can renounce this role but must do so before making any decisions regarding the deceased’s estate.

Download Personal Representative’s Duties

Rights of a Beneficiary Under a Will

By Administrator on December 11, 2014

Benficiary Rights Under a Will Header ImageThere are a number of things an Executor must do before he can distribute assets.

Download Rights of a Beneficiary Under a Will

Preparing Your Will

By Administrator on September 30, 2014

Wills Header ImageMaking a plan to deal with your wishes upon death gives you the comfort of knowing you have done everything possible to make life easier for yourself and for those you will leave behind. Understanding the legal aspects of these issues allows you to make informed decisions in planning for your independence and for your demise. You can’t be bashful in dealing with death. It is one of the certainties of life and should be dealt with while you are able to express your wishes.

Download Preparing Your Will

Powers of Attorney & Health Care Directives

By Administrator on September 18, 2014

Powers of Attorney Header ImageA power of attorney is a simple way of granting to some other person the rights to deal with your property when you are not able. A power of attorney is effective from the time it is signed and ceases in almost all cases on your death. The power of attorney generally allows someone you have chosen to look after your affairs in the event you are unable to do so. The person named in the document is called the “attorney” – but the person does not have to be a lawyer.

Download Powers of Attorney & Health Care Directives