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planned giving and trust ser vices The Wills Seminar Ends 1 Holographic will: completely handwritten, signed and dated by the person making the will. Experts advise against holographic wills because they may be more easily challenged. Some provinces may not consider them to be legal documents. 2 Formal will: this is a printed document preferably prepared by a lawyer to avoid potential problems of an improperly worded or inadequately signed will. (Similar to Quebec’s notarial will prepared by a notary.) ON THE ROAD WITH Rebecque Johnson Becky “Welcome to this sixth, and final, session of our Wills seminar,” the Planned Giving director began. “How has the seminar helped you so far?” “Having a will is important!” Sam spoke up. “Before this, I didn’t think about the problems of not having a will.” “I liked the story about the injured Saskatchewan farmer who etched his will on his tractor’s fender,” said Henry. “Even though the court approved his holographic will, 1 I’m going to prepare a formal will 2 to ensure that I’ve covered everything.” “For me it was learning how to choose an executor,” Susan commented. “I didn’t realize all the work an executor has to do.” “I was interested in hearing about life insurance for end-of-life expenses and bequests,” a young man ventured thoughtfully. “I’m definitely looking into that for myself.” “Clearly, you have all been listening and learning!” exclaimed the director. “There is one very important topic I wish we’d had time to discuss: guardianship of minor children and providing for their care, such as trusts for children and grandchildren,” continued the director. “There is still much to discuss with your lawyer. And just before you leave, here are some resources for follow-up.” • Canada Revenue Agency. What to do if someone has died: see www.cra-arc.gc.ca/tx/ndvdls/lf-vnts/dth/menu-eng.html. • Your local conference Planned Giving and Trust Services director • Your lawyer and professional financial advisors • Campmeeting and other wills-and-estates seminars “Please call if you need help,” concluded the director, “and be sure to have your will done right away!” What is your biggest fear about going to a new school? (This question was asked at CUC.) WITH CUC STUDENTS FROM ONTARIO AND BRITISH COLUMBIA. Andlaine Joseph: Whether I dressed appropriately for the first day. Jordane Smith: Not knowing anyone. Hazel Fronda: Not knowing anyone. The need to feel accepted. Kaitlynne Winsor: Meeting new people you will share the next school year with. Wondering if you’ll be accepted as you are. If you’ll make new friendships, etc. Madison Trupp: Making new friends, and I am afraid of being alone or ignored. Not being part of a family. M J u ne 2 014 11