Will – Disposition of Personal Articles According to Memorandum (Canada)

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Creating a Last Will & Testament is a key part of financial planning, no matter how young or healthy you may be. It's essential to plan for the future of your survivors, and a Will is the most important legal document you can create to ensure that they won't be entangled in a lengthy probate process.

This Will is specifically designed for the situation where the testator (the person making the will) first instructs the executor (also known as the trustee) to distribute specific personal belongings according to a previously signed and prepared memorandum. The remainder (referred to as the residue) will then be distributed to named beneficiaries of the testator’s choosing.

This packet includes:
• Information on making a Will,
• Explanations of general terminology,
• Instructions on signing a Will, and
• Will disposing or personal articles according to a separate memorandum

Summary of Will Provisions:
1) Named Executor
2) Personal articles distributed according to memo
3) Residue to named beneficiaries in disproportionate shares

This form can be used in the following provinces: Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Northwest Territories, Nova Scotia, Nunavut, Ontario, Prince Edward Island, Saskatchewan and Yukon.

Will – Disposition of Personal Articles According to Memorandum (Canada)

Product Details

Product Will – Disposition of Personal Articles According to Memorandum (Canada)
Country Canada
Pages 11
Dimensions Designed for Letter Size (8.5" x 11")
Printer compatibility Designed to print on all ink-jet and laser printers
Editable Yes (.doc, .wpd and .rtf)
Format Microsoft Word
Platform Windows Compatible
Mac Compatible
Linux Compatible
Availability In Stock. Instant Download
Usage Unlimited number of prints
Category Home and Personal Articles - Wills
Product number #29158
Download time Less than 1 minute (approx.)
Document Access Via secret online address
Email with download links
Email with attachment upon request
Refund Policy 60 days, no-questions asked, 100% money back guarantee

Frequently Asked Questions

A Will disposing of personal articles is a legal document that outlines how specific personal belongings should be distributed according to a memorandum. It also includes instructions for distributing the remaining estate to beneficiaries.

A memorandum is a separate document that lists specific personal items and their intended recipients. This allows the testator to detail their wishes for personal belongings outside of the formal Will.

Yes, the memorandum can be updated or changed at any time, as long as the changes are documented properly. However, it's advisable to inform the executor of any changes to avoid confusion.

If a beneficiary is not mentioned in the memorandum, they will not receive any specific personal articles. However, they may still be entitled to a share of the residue as specified in the Will.

This Will is valid in several provinces, including Alberta, British Columbia, Manitoba, and others. It's important to check local laws to ensure compliance with provincial requirements.

Is This Form Right For You?

Use This Form If:

  • Individuals who wish to ensure their personal belongings are distributed according to their specific wishes can utilize this Will. By creating a memorandum, they can designate how their personal articles should be allocated, ensuring that their intentions are respected after their passing.
  • Situations requiring the distribution of assets among multiple beneficiaries can benefit from this Will. It allows the testator to specify different shares for each beneficiary, which can help avoid conflicts and ensure that each person's inheritance aligns with the testator's desires.
  • For those who have unique personal items with sentimental value, this Will provides a structured way to distribute those items. By detailing the distribution in a memorandum, the testator can ensure that cherished belongings go to the intended recipients.
  • Families with complex dynamics may find this Will particularly useful. It allows for clear instructions on how personal articles and residue should be handled, potentially reducing disputes among heirs and streamlining the probate process.
  • Estate planners looking to simplify the distribution of personal belongings can use this Will format. It provides a straightforward approach to managing both specific items and the remaining estate, making it easier for executors to fulfill their duties.

Do Not Use If:

  • This form is not appropriate for individuals who wish to create a complex estate plan involving trusts or multiple layers of beneficiaries. In such cases, a more detailed legal document may be required to address all aspects of the estate.
  • If the testator has significant business interests or real estate holdings, this Will may not suffice. Specialized legal advice and documentation are recommended to manage these assets effectively.
  • For those who want to leave their estate to charitable organizations or have specific conditions attached to their bequests, a more comprehensive Will may be necessary to ensure their intentions are legally enforceable.
  • This form should not be used by individuals who are not of sound mind or who are under undue influence when creating their Will. Legal capacity is crucial for the validity of any testamentary document.
  • If the testator has a history of family disputes or potential challenges to their estate, a more detailed Will with clear provisions may be needed to minimize the risk of litigation.

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