Planning for the Future: Wills, Personal Directives & Powers of Attorney

Wills Personal Directives Powers of Attorney

 

Planning for the Future: General Resources

The Alberta Adult Trusteeship and Guardianship Act (AGTA) provides a variety of options that range from having someone provide a bit of help, to having someone take over decision making completely. This booklet is for people who either: find themselves, or a loved one, in a state of diminished mental capacity and are interested in exploring joint decision-making options; or have a loved one who has lost capacity and must set up Guardianship and Trusteeship for that person.

Last updated: January 2012
A summary of legal remedies that can be taken when the best options (Power of Attorney, Personal Directive, Trusteeship) have not been put in place to prevent elder abuse.

Last updated: March 2015
Mental capacity is the ability to understand and appreciate the nature and consequences of one’s decisions. This tip sheet describes several legal tools that can be put in place by an older adult, before his/her incapacity, that can help prevent elder abuse.

Last updated: March 2015
This booklet is intended for anyone thinking about the possibility that they or a loved one might face mental incapacity in the future. It explains what mental incapacity is, how it is determined, and how the law responds and can help. It discusses the legal options that are available for planning ahead so that you and your family can have peace of mind and some certainty if mental incapacity arises.

Last updated: March 2015
This tipsheet is intended for anyone thinking about the possibility that they or a loved one might face mental incapacity in the future. It explains what mental incapacity is, how it is determined, and how the law responds and can help. It discusses the legal options that are available for planning ahead so that you and your family can have peace of mind and some certainty if mental incapacity arises.

On June 17, 2016, Canada passed Bill C-14, An Act to Amend the Criminal Code, to enable citizens to access medical assistance in dying. This fact sheet provides Albertans with the information they need to know about the new law.

Last updated: June 2016
This booklet provides important information about legal issues related to pre-arranging your own funeral and it can help you make some of the arrangements that will help your family and friends in the time following your death.

Last updated: November 2013
A reverse mortgage is a loan that allows homeowners to turn a portion of their home’s equity into cash without having to sell their home. If you are thinking about entering into a reverse mortgage there are some things that you should think about first

Last updated: September 2010

 

Making a Will

The purpose of writing a Will is to pass on your belongings to your loved ones according to your wishes and with as few problems as possible. If you die without a Will, it’s often more costly, complicated and time-consuming to settle your estate. This booklet is for Albertans who are thinking about writing or changing a will.

Last updated: October 2015
A Personal Representative (previously known as an Executor) is the person named in a Will to carry out the directions contained in that Will. The Personal Representative is responsible for settling the deceased individual’s affairs after death. This booklet deals with what a personal representative needs to know before and after the testator has died, including tips for what to do if things go wrong. Printable checklists are also included.

Last updated: November 2015
A checklist of things to consider when making a will.

Last updated: March 2016

 

Personal Directives

A Personal Directive is a written, signed, dated and witnessed document that appoints someone else to look after your personal matters. This booklet is for people who are wondering if they should write a Personal Directive. It is about putting your affairs in order and planning for the future. It explains what is involved in making a Personal Directive and how a Personal Directive can help you to look after your future personal (non-financial) needs.

Last updated: April 2014
An Agent is the person named in a Personal Directive who will make personal decisions (health, accommodation) on behalf of the individual when they no longer have the mental capacity to do so. This booklet is for Albertans who have been asked to be an Agent and want to know more about what’s involved. It also addresses problems that may arise when you’re an Agent and outlines steps to take when the maker of the Personal Directive becomes incapacitated.

Last updated: June 2013
A checklist of important details when making a personal directive.

 

Power of Attorney

This booklet was developed for Albertans who want to know more about the content and uses of General Powers of Attorney. It provides general legal information on Alberta law only.

This booklet is for people who are wondering if they should write and Enduring Power of Attorney (EPA) It explains what is involved in making and EPA and it describes some common examples and can help you to look after your current and future financial affairs.

Being an Attorney under an Enduring Power of Attorney