Information for Lawyers

cbm Canada
3844 Stouffville Road,
PO Box 800
Stouffville ON L4A 7Z9
Toll Free: 1.800.567.2264
P. (905) 640.6464
F. (905) 640.4332

Legal name:
Christian Blind Mission International

Charitable Registration Number:
10691 8329 RR0001

cbm Contact:
Grace Soukup, Manager, Planned Giving
T. 905-640-6464 x288
1-800-567-2264 x288

Information for Executors and Estate Trustees

cbm Canada’s Estate Administration Policy

Legal name: Christian Blind Mission International
Operating as: cbm
Canada

The following is information cbm Canada requires from the Executor(s) in order to demonstrate to third-parties, such as its external auditor, that the full wishes of the deceased have been carried out according to their Last Will and Testament.

For a Specific Bequest:

  1. A copy of the Notice of Application for Certificate of Appointment of Estate Trustee with a Will or Letters Probate.
  2. A copy of the pertinent portion of the Will where cbm Canada is listed to receive the specific bequest.

For a Residual Bequest:

  1. A copy of the Notice of Application for Certificate of Appointment of Estate Trustee with a Will or Letters Probate.
  2. A copy of the entire Will.
  3. A copy of the List of Assets and their value at date of death.
  4. A copy of Executor’s interim and final accounting of receipts and disbursements for revenue accounts and capital accounts.

cbm Canada’s Process for Handling Requests by Excecutor(s) to Vary the Will:

  1. cbm Canada will ask for the request to vary the Will to be submitted by the Executor(s) in writing along with a copy of any background documentation that the Executor(s) may have.
  2. cbm Canada will forward the estate file to cbm Canada’s legal counsel who will review the file and advise cbm Canada on next steps.
  3. cbm Canada’s lawyer will communicate either directly to the Executor(s) or to the legal counsel for the estate.

Download PDF files

  1. cbm Canada’s Estate Administration Policy
  2. Responsibilities and Duties of the Estate Trustee

Order you new free DVD of Lynn's Legacy of Love
Tips for Preparing your Will

Lynn’s Legacy of Love

Lynn Jeffs

Lynn and Alan Jeffs visited Africa to witness the impact of cbm’s work. By sharing the pictures and stories of what they saw with their children, and by leaving a gift in their Will, the Jeffs are demonstrating their values of faith, compassion and generosity to their children.

“We’ve always believed in the work that cbm is doing, but having made a trip to Africa just reinforced the fact that the money would be put to good use… the little bit extra that we can give to a legacy gift [in our Will] might be the thing that would change somebody’s life forever.”

“Our kids are aware of the fact that we’ve left a gift in our Will. They’re extremely supportive of what we’re doing.” –Lynn Jeffs.

Order your FREE Lynn’s Legacy of Love DVD to learn more about the Jeff’s experiences in Africa, and how they are living out their values.

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