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Get the free Make a Bequest in Your Will - CCLA

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A gift in your Will ensures that the good works you've begun can carry on for generations. Chalice information for your Will planning Registered Legal Name: Chalice (Canada) Charitable Registration
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How to fill out make a bequest in

01
Begin by clearly identifying your assets and determining how you wish to divide them.
02
Consult with a legal professional to draft a will or update an existing will to include your bequest.
03
Clearly specify in your will the specific assets or percentage of your estate you wish to leave as a bequest.
04
Clearly identify the beneficiary or beneficiaries of the bequest.
05
Consider any tax implications or legal requirements associated with your bequest.
06
Review and update your bequest as needed.

Who needs make a bequest in?

01
Anyone who wishes to ensure that specific assets or a portion of their estate is passed on to a particular individual or organization.
02
Individuals who want to have control over how their assets are distributed after their passing.
03
People who want to leave a lasting legacy or support a cause they are passionate about through a bequest.
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A bequest refers to leaving some of one's assets to someone in a will.
Individuals who wish to specify where their assets should go after their passing are required to file a bequest in.
To fill out a bequest, one must clearly state their wishes regarding the distribution of their assets in a legal document such as a will.
The purpose of making a bequest is to ensure that an individual's assets are distributed according to their wishes after they pass away.
Information regarding the assets being distributed, the beneficiaries receiving them, and any specific instructions must be reported on a bequest.
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