Will or Testamentary Trust Services

Death is not the opposite of life, but a part of it.” — Haruki Murakami

Having a will in Canada is essential to ensure that your estate is distributed according to your wishes rather than default provincial laws, and it allows you to appoint trusted individuals to manage your affairs. It also enables you to name guardians for minor children, reduce delays and potential disputes, and provide clear direction on handling debts, taxes, and specific gifts.

Without a will, your estate may be subject to intestacy rules, leading to uncertainty, added costs, and outcomes that may not reflect your intentions.

Disclaimer *Canadafy provides only general administrative support and not legal, tax, accounting, or financial advice, and no professional relationship is created. All decisions, risks, and outcomes are your responsibility, with no guarantees, and all documents should be independently reviewed.AGREE

Your Name and Address

First Name *

Middle Name

Last Name *

Street Address *

Apartment, suite, etc

City *

State/Province *

ZIP / Postal Code *

Country *

Email Address *

Confirm Email Address *

Phone *

PreambleA preamble is a short message that you leave for your family and friends explaining your belief, faith and/or personal informationYesNoYes, however, I would like to write my own Preamble

Write your own preamble *

Wills Vs Testamentary Trust

For the purpose of Testament, there are two types of legal documents that you can create which can take precedent upon your death, these are WILLS or TESTAMENTARY TRUST.

Difference between WILLS or TESTAMENTARY TRUST?
Purpose: A will distributes assets directly after death, while a testamentary trust holds and manages assets over time for beneficiaries.
Control: A will provides one-time distribution with no ongoing control, whereas a testamentary trust allows continued control through a trustee.
Suitability: A will suits simple estates with capable beneficiaries, while a testamentary trust is ideal for minor children or when protection and staged distribution are needed.

Example: In case of a WILL, since your minor child cannot own the property until they reach the age of majority, in BC it is 19, all the properties and moneys of the child will generally be held by court or public trust, the Executor or Guardian will not be able to use the property even for your child without the permission of the court. This create problem because every time there is an expense, such as school fess etc.., the executor or guardian will have to make it from their own pocket and seek reimbursement from the court. Although this is not the only arrangement, the court may also give money in advance or they may come to an arrangement suitable for the parties, however, the uncertainty remains. Other than that WILL is simple and less complex and Testamentary Trust is complex and requires thorough review.

Will or Testamentary Trust *WillTestamentary Trust

Do you want to register your will? *It is not mandatory for you to notarise the WillYesNo

Do you want to register your trust? *It is not mandatory for you to register the Trust.YesNo

Name of the Executor

An executor is the person appointed in a will to carry out the deceased’s wishes, including managing the estate, paying debts, and distributing assets.

First Name *

Middle Name

Last Name *

Street Address *

Apartment, suite, etc

City *

State/Province *

ZIP / Postal Code *

Country *

Name of the Substitute Executor

In the event that the said Executor shall predecease or is unable, the Substitute Executor will take the position of the executor

First Name *

Middle Name

Last Name *

Street Address *

Apartment, suite, etc

City *

State/Province *

ZIP / Postal Code *

Country *

Executor or Trustee the same person or Different *Note** usually they are the same, however, its completely upto your discretion.SameDifferent

Name of the Executor Trustee

An executor trustee is the person who manages and administers trust assets for the benefit of the beneficiaries according to the terms of the trust.

First Name *

Middle Name

Last Name *

Street Address *

Apartment, suite, etc

City *

State/Province *

ZIP / Postal Code *

Country *

Substitute Executor Trustee

In the event that the said Executor Trustee shall predecease or is unable, the Substitute Executor Trustee will take the position of the Executor Trustee.

First Name *

Middle Name

Last Name *

Street Address *

Apartment, suite, etc

City *

State/Province *

ZIP / Postal Code *

Country *

Name of the Executor

An executor is the person appointed in a will to carry out the deceased’s wishes, including managing the estate, paying debts, and distributing assets.

First Name *

Middle Name

Last Name *

Street Address *

Apartment, suite, etc

City *

State/Province *

ZIP / Postal Code *

Country *

Name of the Substitute Executor

In the event that the said Executor shall predecease or is unable, the Substitute Executor will take the position of the executor

First Name *

Middle Name

Last Name *

Street Address *

Apartment, suite, etc

City *

State/Province *

ZIP / Postal Code *

Country *

Name of the Trustee

An Trustee is the person who shall hold the property in trust and manages and administers trust assets for the benefit of the beneficiaries according to the terms of the trust.

First Name *

Middle Name

Last Name *

Street Address *

Apartment, suite, etc

City *

State/Province *

ZIP / Postal Code *

Country *

Name of the Substitute Trustee

In the event that the said Trustee shall predecease or is unable, the Substitute Executor Trustee will take the position of the executor Trustee.

First Name *

Middle Name

Last Name *

Street Address *

Apartment, suite, etc

City *

State/Province *

ZIP / Postal Code *

Country *

Name of the Guardian

A guardian is the person appointed to care for and make personal and legal decisions for a minor child after the parent’s death.
NOTE**It can be the same person as Trustee or Executor**

First Name *

Middle Name

Last Name *

Street Address *

Apartment, suite, etc

City *

State/Province *

ZIP / Postal Code *

Country *

Name of the Substitute Guardian

A Substitute guardian is the person appointed if the main guardian is unable to take up the duty.
NOTE**It can be the same person as Trustee or Executor**

First Name *

Middle Name

Last Name *

Street Address *

Apartment, suite, etc

City *

State/Province *

ZIP / Postal Code *

Country *

Funeral and Burial Rights

In general estate practice, the prompt and respectful handling of funeral and burial arrangements is considered a primary responsibility following death, and the associated expenses are given priority over all other payments and distributions from the estate. The costs of funeral services, burial or cremation, and related arrangements should be settled first, as they represent an immediate obligation of the estate before debts and inheritances are addressed.

You may appoint a person to carry out these arrangements, whether it be your Executor, Trustee, a family member, or another trusted individual or service provider. All reasonable expenses incurred in connection with these arrangements shall be paid from your estate, unless arrange otherwise with any organisation.

Do you want to designate the funeral? *Yes, I have an organisation or individual in mind.No, I want my executor to figure it out

Who is your Funeral processor? *Person/individualOrganisation

First Name *

Middle Name

Last Name *

Street Address *

Apartment, suite, etc

City *

State/Province *

ZIP / Postal Code *

Country *

Name of Organisation *

Street Address *

Apartment, suite, etc

City *

State/Province *

ZIP / Postal Code *

Country *

Charity or Bequest

In general estate planning, a Will allows a person to designate a portion of their estate as a charitable gift, enabling them to support causes or organizations they value even after death. Such gifts are typically made after the payment of debts, expenses, and taxes, and may be structured as a fixed amount, percentage, or specific asset. Charitable bequests can create a lasting impact and reflect the individual’s personal values and legacy.

Charity or Bequest *Charity or Bequest is not mandatory. Do you want to make charity through your estate?YesNo

Specific distribution of charity according to Islamic Principle *Include the NAME and ADDRESS and how much or what you would like to donate. Please feel free to include any other information that you would like.

Distribution of the Property

Please select your preferred method of distribution of your estate in accordance with your wishes:

a. Nomination of a single recipient for onward distribution — You appoint one individual (e.g., spouse or trusted family member) to receive your estate, with the expectation that such person shall distribute it at their discretion.

b. Specific allocation by you — You will personally specify the distribution of your estate by naming beneficiaries and assigning precise shares or amounts to each, based on your understanding and wishes.

Nomination of a single recipientSpecific allocation by you

First Name *

Middle Name

Last Name *

Street Address *

Apartment, suite, etc

City *

State/Province *

ZIP / Postal Code *

Country *

Specific Allocation by you *In a chronological manner list the Name, Address, Relationship to you, The description along with the specification of the assets you would like to give, example: 1. John Doe, 123 Oxford Street, all my cash and bank balance or 2/3 of my residue estate, etc…

Two Witnesses

Name and address of two witnesses. They should be different than the executor or trustee

First Name *

Middle Name

Last Name *

Street Address *

Apartment, suite, etc

City *

State/Province *

ZIP / Postal Code *

Country *

First Name *

Middle Name

Last Name *

Street Address *

Apartment, suite, etc

City *

State/Province *

ZIP / Postal Code *

Country *

Do you want to notarise your will? *It is not mandatory for you to notarise the will, however, if you want to notarise we will put a field in the draft that can be used by your NotaryYesNo

Special Instructions (Not Mandatory)

Any special instructions, for example:
Digital & Personal Matters

Handling of digital assets (emails, social media, crypto)
Distribution or destruction of personal documents
Care of pets

Dispute & Protection Clauses

Exclusion of specific individuals

Residual & Miscellaneous

What happens if a beneficiary predeceases
Instructions for unclaimed or residual assets
Guidance for unforeseen circumstances

Consent *

Yes, I agree with the privacy policy , terms and conditions and refund/cancellation policies.

Trust

Wills

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