An Affidavit of Execution can be used for many documents to validate the signer’s signature. These documents include:
1. Last Wills and Testaments
An Affidavit of Execution is not immediately needed when making a Last Will and Testament, but it helps to have one ready when a Last Will and Testament is put through probate.
Probate is the process of a court authenticating a Last Will and Testament once someone has passed to ensure that it’s valid. All provinces and territories require an Affidavit of Execution during probate except British Columbia.
An Affidavit of Execution proves that witnesses were present and the signer was of sound mind when they signed their Last Will and Testament.
2. Codicils
When someone uses a Codicil to change their Last Will and Testament, an Affidavit of Execution proves that witnesses were present during the amendments, validating the updates. As with Wills, using an Affidavit of Execution is usually required to validate a Codicil.
3. Power of Attorney
Having an Affidavit of Execution can ensure a Power of Attorney's validity.
Suppose a Power of Attorney isn’t notarized. In that case, an Affidavit of Execution helps to show that the witness was present and saw the creator willingly sign the document.
4. Living Will
A Living Will, also known as a Personal Directive, allows someone to give a family member or friend the authority to consent to medical treatments on their behalf.
With an Affidavit of Execution, peace of mind is given that wishes are followed through as outlined and that the document's signer made those decisions and signed with a sound mind.
5. Gift Deeds
A Gift Deed formally gives sums of money or transfers property ownership to another person or organization. An Affidavit of Execution can be beneficial to use should any questions come about a transfer that a donor has gifted.
For example, suppose someone gives a significant sum of money to a charity using a Gift Deed. Using an Affidavit of Execution to validate the Gift Deed confirms that the witnesses saw the donor sign the deed. If any questions or legal matters are brought up regarding the deed, the Affidavit can validate the donor’s wishes
6. Other documents
An Affidavit of Execution is not only for estate planning documents like Powers of Attorney, Wills, and Codicils. Many kinds of legal documents require a witness to be present upon signing. An Affidavit of Execution can also validate:
- Real estate documents: Some areas of Canada require buyers and sellers to have an Affidavit of Execution to help confirm a land transfer. For example, in British Columbia, land titles require an Affidavit of Execution if an original signature for a transfer has no witnesses.
- Divorce judgments: A joint divorce, not to be mistaken for an uncontested divorce, is when a couple works together to separate and end a marriage. Provinces like Alberta require an Affidavit of Execution in a joint divorce if the marriage occurred in the province. It verifies that a witness is present while the spouses sign the judgment.