Resources by Kristen Wittman

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.

 

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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

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Wills & Estates: Did You Know?

By Kristen Wittman on May 4, 2015

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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.

 

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