Fillable Confidential Estate Planning Organizer (University of Alberta)

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Confidential Estate Planning Organizer (University of Alberta)

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Office of Planned Giving
Office of Advancement, 3-501 Enterprise Square
10230 Jasper Ave NW, Edmonton, AB T5J 4P6
Tel: 780-492-7400 | Fax: 780-492-1862
Email: givingualberta.ca
giving.ualberta.ca/HowToGive/PlannedGiving.aspx
Confidential
Estate Planning
Organizer
This estate planning organizer is provided as a resource to you,
our alumni and friends of the University of Alberta, and we hope
it will be helpful to you.
University of Alberta | Office of Planned Giving | 3-501, 10230 Jasper Ave NW | Edmonton, AB T5J 4P6
780-492-7400 | 1-888-799-9899 | giving@ualberta.ca
Page 2
Confidential Estate Planning Organizer
Name
Address
City
Prov./State PC/Zip
Telephone number
Email address
SOCIAL MEDIA ACCOUNTS
User name Account
User name Account
You can also prepare a list of online accounts and passwords and store them in your safety deposit box or another secure location.
Occupation
Employer
PERSONAL AND FAMILY INFORMATION
Your date of birth Social Insurance Number
Other names used (maiden name, etc):
Marital status: Single Married Domestic Partners/Civil Union Widowed Divorced Legally Separated
Spouse’s name
Spouse’s date of birth Social Insurance Number
If you have a prenuptial agreement or a separation agreement, please bring a copy of the agreement to your attorney’s office
Were you previously married? Yes No
Was your spouse previously married? Yes No
Are you a Canadian citizen? Yes No
If not a Canadian citizen, other citizenship
Is your spouse a Canadian citizen? Yes No
If not a Canadian citizen, other citizenship
University of Alberta | Office of Planned Giving | 3-501, 10230 Jasper Ave NW | Edmonton, AB T5J 4P6
780-492-7400 | 1-888-799-9899 | giving@ualberta.ca
Page 3
Do you have a passport? Yes No
Passport number:
Citizenship:
CHILDREN AND DEPENDENTS (Please specify if a child is adopted, from a prior marriage, or deceased.)
(1) Child’s name Date of birth
Child’s spouse
Dependent
(2) Child’s name Date of birth
Spouse
Dependent
(3) Child’s name Date of birth
Spouse
Dependent
(4) Child’s name Date of birth
Spouse
Dependent
NEXTOFKIN/OTHER
Name
Relationship to you
Add more lines or attach more sheets if necessary.
University of Alberta | Office of Planned Giving | 3-501, 10230 Jasper Ave NW | Edmonton, AB T5J 4P6
780-492-7400 | 1-888-799-9899 | giving@ualberta.ca
Page 4
Financial Information (attach more sheets as necessary)
Bank accounts (chequing, savings, money markets, etc.)
Bank Account Type Value How Owned
(individually, spouse, joint
tenancy, tenancy in common, etc.)
University of Alberta | Office of Planned Giving | 3-501, 10230 Jasper Ave NW | Edmonton, AB T5J 4P6
780-492-7400 | 1-888-799-9899 | giving@ualberta.ca
Page 5
Financial Information (continued)
Real estate
Address
(please list principal
residence in first box)
Date of Purchase Value Mortgage How Owned
(individually, spouse,
joint tenancy, tenancy
in common, etc.)
Please bring copies of deeds to your attorney’s office.
Guaranteed Investment Certificates and Term Deposits
Financial
Institution
Location Principal Value Maturity Date How Owned
University of Alberta | Office of Planned Giving | 3-501, 10230 Jasper Ave NW | Edmonton, AB T5J 4P6
780-492-7400 | 1-888-799-9899 | giving@ualberta.ca
Page 6
Financial Information (continued)
Privately held stock and business interests
Investment Form of
Organization
Value Owner
(you, spouse, trust, etc.)
Percent of
Ownership
Please bring copies of partnership agreements, stockholder agreements, appraisals, etc., to your attorney’s office.
Registered funds (RRSP, RRIF, RESP, TFSA, etc.)
Financial Institution
and Location
Type
(eg. RRSP, RRIF,
RESP, TFSA)
Current Value Owner Beneficiaries
(Primary and Contingent)
University of Alberta | Office of Planned Giving | 3-501, 10230 Jasper Ave NW | Edmonton, AB T5J 4P6
780-492-7400 | 1-888-799-9899 | giving@ualberta.ca
Page 7
Financial Information (continued)
Life insurance policies
Company Owner Insured Face Value Cash Value Loans
Against
Beneficiaries
(Primary and
Contingent)
Registered pension plan:
Do you belong to a company pension plan? Yes No
Name of beneficiary
Does your spouse? Yes No
Name of beneficiary
Safety deposit box
Box Location Box Number Key Location
Location of important documents, passwords, card numbers, etc:
University of Alberta | Office of Planned Giving | 3-501, 10230 Jasper Ave NW | Edmonton, AB T5J 4P6
780-492-7400 | 1-888-799-9899 | giving@ualberta.ca
Page 8
Financial Information (continued)
Tangible personal property (cars, jewelry, art, collections, household furnishings, etc.)
Property Owner Value Insurance
(if applicable)
Please bring copies of appraisals to your attorney’s office.
University of Alberta | Office of Planned Giving | 3-501, 10230 Jasper Ave NW | Edmonton, AB T5J 4P6
780-492-7400 | 1-888-799-9899 | giving@ualberta.ca
Page 9
Financial Information (continued)
Other assets
Description Owner Value Notes
Future or contingent income and assets
I (or my spouse) am a beneficiary of a bequest(s).
Name of testator Approximate value
Name of testator Approximate value
Name of testator Approximate value
I (or my spouse) am a beneficiary of a trust fund(s).
Name of trust Approximate value
Name of trust Approximate value
Name of trust Approximate value
I (or my spouse) am a beneficiary of another income or assets.
Description and value
Please bring copies of wills or trust documents to your attorney’s office.
University of Alberta | Office of Planned Giving | 3-501, 10230 Jasper Ave NW | Edmonton, AB T5J 4P6
780-492-7400 | 1-888-799-9899 | giving@ualberta.ca
Page 10
Financial Information (continued)
Liabilities
Creditor Type
(credit card, car loan, etc.)
Liability Holder Amount Owed Payment Due
University of Alberta | Office of Planned Giving | 3-501, 10230 Jasper Ave NW | Edmonton, AB T5J 4P6
780-492-7400 | 1-888-799-9899 | giving@ualberta.ca
Page 11
Professional Advisors
LAWYER
Firm name
Firm address
Contact
Phone number
E-mail
ACCOUNTANT
Firm name
Firm address
Contact
Phone number
E-mail
BANKING INFORMATION
Name of bank
Branch location
Phone number
E-mail
Name of bank
Branch location
Phone number
E-mail
INVESTMENT ADVISOR
Name
Firm name
Firm address
Phone number
E-mail
University of Alberta | Office of Planned Giving | 3-501, 10230 Jasper Ave NW | Edmonton, AB T5J 4P6
780-492-7400 | 1-888-799-9899 | giving@ualberta.ca
Page 12
Professional Advisors (continued)
LIFE INSURANCE AGENT
Name
Firm name
Firm address
Phone number
E-mail
OTHER INSURANCE
Name
Firm name
Firm address
Phone number
E-mail
University of Alberta | Office of Planned Giving | 3-501, 10230 Jasper Ave NW | Edmonton, AB T5J 4P6
780-492-7400 | 1-888-799-9899 | giving@ualberta.ca
Page 13
Estate Planning Objectives
Please bring copies of current estate planning documents (wills, trusts, powers of attorney, living wills, health-care
proxies powers of attorney for health care, etc.) with you to your attorney’s office.
Some questions to consider
What should happen to your estate when you pass away?
– Do you wish to provide for your spouse, children, grandchildren, and friends?
– Do you wish to provide for charitable organizations?
– How do you wish to provide for people: outright or through trusts?
– Are there particular items of personal property you wish to give to specific individuals?
– If no beneficiaries survive you, how do you want your estate distributed?
– Do you wish to disinherit anyone?
Whom do you wish to oversee the distribution of your estate when you pass away? This may include collecting assets,
paying debt, filing tax returns and completing necessary paperwork, hiring an attorney, and making sure your estate is
distributed in accordance with your wishes.
Whom do you wish to name as executor or personal representative of your will?
Executor
Alternate executor
If you have a trust, whom do you wish to name as trustee?
Trustee
Alternate trustee
If you have minor children, whom do you wish to name as their guardian?
Guardian
Alternate guardian
What are your preferred funeral and burial/cremation instructions?
University of Alberta | Office of Planned Giving | 3-501, 10230 Jasper Ave NW | Edmonton, AB T5J 4P6
780-492-7400 | 1-888-799-9899 | giving@ualberta.ca
Page 14
Estate Planning Objectives (continued)
Do you have any personal directives or living wills?
Primary agent
Alternate agent
What are your wishes regarding the receipt of life-sustaining treatment in the event of an incurable condition?
Do you currently have an enduring power of attorney?
Primary attorney
Alternate attorney
University of Alberta | Office of Planned Giving | 3-501, 10230 Jasper Ave NW | Edmonton, AB T5J 4P6
780-492-7400 | 1-888-799-9899 | giving@ualberta.ca
Page 15
The University of Alberta Office of Planned Giving is prohibited from giving legal or financial advice, and nothing provided in this organizer should be
interpreted as such. The University of Alberta Office of Planned Giving encourages you to consult with your own advisor before creating an estate plan
or deciding whether to create a future gift for the University of Alberta.
Should you wish to support the University of Alberta in your will, please note that our legal name is “The University of
Alberta”. Your lawyer may want to know the university’s charitable registration number is 10810 2831 RR0001.
Supporting the University of Alberta with a Charitable Bequest
Suggested Endowment Bequest Language:
"I give and bequeath the sum of $ (or % of the residue of my estate) to the University of Alberta,
care of the Office of Advancement, to establish an endowment fund, the income of which is to be used by the University of
Alberta or by the Faculty/School of to support (insert designation: for example, library,
fellowship, scholarship, bursary or other award) in my name (or in memory of ).
If the University of Alberta is unable to apply all or part of these funds for the specific purpose(s) stated herein, the
Board of Governors of the University of Alberta is authorized to apply this bequest to other purposes; such purposes,
however, to conform as closely as possible to the spirit and intent of this bequest.”
Suggested General Purposes Bequest Language:
"I give and bequeath the sum of $ (or % of the residue of my estate) to the University of Alberta,
care of the Office of Advancement, for the general purposes of the University and its greatest needs OR to be used in the
Faculty/School of for its general purposes and greatest needs OR to be used in the Faculty/
School of designated to (identify program or project).
If the University of Alberta is unable to apply all or part of these funds for the specific purpose(s) stated herein, the
Board of Governors of the University of Alberta is authorized to apply this bequest to other purposes; such purposes,
however, to conform as closely as possible to the spirit and intent of this bequest.”
Office of Planned Giving
Office of Advancement, 3-501 Enterprise Square
10230 Jasper Ave NW, Edmonton, AB T5J 4P6
Tel: 780-492-7400 | Fax: 780-492-1862
Email: givingualberta.ca
giving.ualberta.ca/HowToGive/PlannedGiving.aspx
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Confidential Estate Planning Organizer (University of Alberta)

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Completed 28 July 2020

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