SmallVictories doors closing and opening!

write my will (read all 13 entries…)
Sent in document form to Notary 2 months ago

[I feel so good right now!]

1 Executor. 2
2 Funeral 2
3 Provision for my pets 3
4 If a parent survives me 3
5 Personal patrimony 4
5.1 Bank Accounts 4
5.2 Credit Cards 5
5.3 Investment Accounts 5
5.4 Assets 6
5.5 Loans 6
5.6 Net Worth 6
6 Estate 6
6.1 Care of pets and/or parents. 6
6.2 Executor expenses and compensation 6
6.3 Planned gifts 7
6.4 Trust fund 7
6.5 Personal effects 7
7 Estate Trust 7
7.1 Purpose of trust 7
7.2 Assets to be placed in the trust 7
7.3 Identification of Beneficiaries, trustee or co-trustees, and back-up trustees 7
7.4 Powers of the trustee or co-trustees 8
7.4.1 Management, rental, or sale of house. 8
7.4.2 Other investments 8
7.4.3 Change of Beneficiaries 8
7.5 What benefits the Beneficiaries will receive 8
7.6 when the Beneficiaries will receive income and/or capital from the assets in the trust 9
7.7 When and how the trust will be wound down 9
7.8 Example – Veterinarians Without Borders – SmallVictories Animal Trust Travel Grant 9
7.8.1 Who is eligible? 9
7.8.2 What kind of projects are eligible? 9
7.8.3 How do they apply for funds? 9
7.8.4 When do they apply for funds? 9
7.8.5 How are funds disbursed? 9
7.8.6 What feedback or reporting take place? 9
7.9 Example – Canadian Federation of Humane Societies – SmallVictories Animal Trust Emergency Fund 10
7.9.1 Who is eligible? 10
7.9.2 What constitutes an emergency? 10
7.9.3 What are the limits of funding? 10
7.9.4 How do they apply for funds? 10
7.9.5 When do they apply for funds? 10
7.9.6 How are the funds disbursed? 10
7.9.7 What feedback or reporting take place? 10
8 Mandate in case of incapacity 11
8.1 During a period of incapacity with hope of recovery, 11
8.2 If after an accident or an illness, connected to life support 11
8.3 If I have only an estimated 3 months to live with no progress 11
8.4 If I have surgery and there is an 80% or more chance of life support. 11
8.5 Organ transplant 11
9 Appendix – online identities and personal passwords 11



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