Free worksheets for Legacy Planning in Care
These are the ten worksheets that go with the book Legacy Planning in Care: An Alberta guide to care, estates and taxes for seniors, family caregivers and executors.
Free and fillable. No sign up, no email address, no payment.
Helping a parent who has moved into care?
Derik helps with the tax side of care: income in care, paying for care, and the home you leave. He prepares tax returns, including the returns of seniors and estates, and as a Certified Executor Advisor helps executors and families through the administration of an estate. Wills, powers of attorney and other legal documents are drawn by your lawyer.
Start with a free 15-minute call: (825) 977-7999, or send a request.
You do not need the book to use these worksheets, and you do not need the worksheets to read the book. Each one stands on its own.
One file holding all ten worksheets, 732 KB.
How to use them
- Download the worksheet you need, or take all ten at once.
- Fill it in on a computer, or print it and write on it by hand.
- Save a copy for yourself once you have filled it in.
- Bring it to a Discovery Meeting, or to your lawyer, accountant or planner.
The ten worksheets
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Start here: my expense summary and cash flow
Before you choose a home
Know where your money goes now and what it will cost after the move, then work out your floor, your gap and your runway.
Download worksheet 0 -
My income, benefits, status and ties abroad
Chapters 2 to 4
Every source of income, the benefits you receive or have applied for, your status as single or a couple, and anything you hold outside Canada.
Download worksheet 1 -
Care costs and who claims them
Chapter 5
What the care home charges, what you pay on top, and a medical expense log so the right person claims for the best 12 month period.
Download worksheet 2 -
Caregiver agreement checklist and timesheet
Chapters 6 and 22
The terms to take to your lawyer for a written care agreement, then a timesheet and payment record to keep alongside it.
Download worksheet 3 -
My property, how it is titled, dower and the order of my move
Chapters 7 and 8
Each property, whose name is on title and how it is held, whether dower consent is needed, and the order that sells the house last and empty.
Download worksheet 4 -
My will, designations, digital assets, and the documents I leave my executor
Chapter 10
One page for your executor to start from: your documents, your beneficiary designations, where you bank, and where everything is kept.
Download worksheet 5 -
My incapacity plan: attorney, agent, Goals of Care, and who watches for changes
Chapters 13 to 15
Who acts for your money, who decides about your health and personal care, what your wishes are, and who keeps watch so problems are caught early.
Download worksheet 6 -
My legacy beyond money
Chapter 16
Your funeral wishes, the heirlooms that carry the family story, the pet you want cared for, and the gifts you have already made.
Download worksheet 7 -
Executor's first 90 days, deadline calendar, notification log, valuations and returns
Part Four
A dated deadline calendar, a notification log, date of death values and a record of every return, for the executor to work from.
Download worksheet 8 -
Tools for the move and for your advisers
Chapters 1, 5, 7 and 19
An assessment diary, what to ask before signing with a private home, net proceeds of the sale, listing readiness and your list of advisers.
Download worksheet 9
Bring your filled worksheets to a Discovery Meeting
Work through the pages that apply, then bring them in. A Discovery Meeting is a focused, one-hour working session, not a sales pitch. It is a paid session, and the fee is confirmed with you when you book. Not sure yet? Start with a free 15-minute call.
Call (825) 977-7999 or email derik@taxontax.com. 203-10217 106 Street NW, Edmonton, AB T5J 1H5.
General information
These worksheets describe Alberta and Canadian rules as they stood in 2026. Rules change, and the right answer depends on facts that a worksheet cannot see.
Nothing here is legal or tax advice about your own situation. Use these pages to gather your information and organize your thinking, then take them to your lawyer, accountant or planner.