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Testamentary Affidavit Template for Canada

A Testamentary Affidavit is a formal sworn document used in Canadian probate proceedings to provide evidence regarding a deceased person's will and estate matters. This document, which must comply with both federal and provincial legislative requirements, serves as a critical piece of evidence in estate administration. It contains sworn statements about the deceased, their will, and related circumstances, typically filed with the court as part of the probate process. The document must adhere to specific provincial court rules regarding format and content, while meeting federal requirements for sworn statements.

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What is a Testamentary Affidavit?

A Testamentary Affidavit is a crucial document in Canadian estate administration, required when seeking probate or dealing with estate matters through the court system. This sworn statement is typically used to provide evidence about the authenticity of a will, circumstances surrounding its execution, or facts relevant to the administration of an estate. The document must comply with both federal legislation (such as the Canada Evidence Act) and provincial estate laws, which vary by jurisdiction. The affidavit includes detailed information about the deceased, their will, and relevant circumstances, sworn before a Commissioner for Oaths or Notary Public. It serves as a formal record and evidence in court proceedings, helping to establish the validity of the will and supporting the proper administration of the estate.

What sections should be included in a Testamentary Affidavit?

1. Title and Court Information: Identifies the court, estate file number, and matter being addressed

2. Deponent Information: Identifies the person making the affidavit, including full legal name, occupation, and place of residence

3. Relationship Statement: Establishes the relationship between the deponent and the deceased person

4. Deceased Person Information: Details about the deceased person including full legal name, date of death, and last place of residence

5. Will Information: Details about the will including date of execution, location of original, and confirmation of it being the last will

6. Statement of Truth: Standard declaration that the contents are true to the best of the deponent's knowledge and belief

7. Jurat: Formal closing section showing where and when the affidavit was sworn, with commissioner's details

What sections are optional to include in a Testamentary Affidavit?

1. Assets and Liabilities: Detailed listing of the deceased's assets and liabilities, used when the affidavit supports estate administration

2. Search Results: Results of searches for additional wills or codicils, included when required by the jurisdiction

3. Testamentary Capacity: Statements about the deceased's mental capacity at the time of making the will, included when capacity might be questioned

4. Witnesses to Will: Information about the witnesses to the will, included when proving will execution

5. Family Details: Information about the deceased's family members and beneficiaries, included when relevant to the estate administration

6. Prior Applications: Details of any previous applications relating to the estate, included when there have been previous proceedings

What schedules should be included in a Testamentary Affidavit?

1. Exhibit A - The Will: True copy of the last will and testament

2. Exhibit B - Death Certificate: Certified copy of the death certificate

3. Exhibit C - Asset Schedule: Detailed inventory of estate assets and their values

4. Exhibit D - Liability Schedule: List of estate debts and liabilities

5. Exhibit E - Search Results: Documentation of will registry searches or similar enquiries

6. Exhibit F - Supporting Documents: Any additional relevant documents such as codicils, proof of relationship, or correspondence

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok成人版 | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents

Jurisdiction

Canada

Document Type

Affidavit

Cost

Free to use

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