WILL / ESTATE PLANNING FORM

Please complete as many details as possible to allow us to assist you with drafting your Will Document, and if any fields are left blank we can discuss these with you during our meeting:
Your Personal Information

Name

First Middle Last

Date of Birth

Phone

Email

Address

Street Address City Province

Citizenship

Residence for income tax purposes:

MARITAL STATUS

Do you and your spouse have a marriage contract?

(if so please provide a copy)

Yes
No

Have you been married previously?

(if so please provide a copy)

Yes
No

SPOUSE’S PERSONAL INFORMATION(if relevant)

Name

First Middle Last

Address

Address Line 2 City Province

Phone

Email

Date of Birth

Place of Birth

Citizenship:

Residence for income tax purposes:

CHILDREN’S INFORMATION (if relevant)

FORMAT: Name (full legal name), address, date of birth, marital status (single/married), grandchildren from this child and their date of birth

DO YOU HAVE ANY FORMER SPOUSES OR CHILDREN WHO MIGHT HAVE AN INTEREST IN YOUR ESTATE BY WAY OF SEPARATION AGREEMENT, COURT ORDER, CONTRACT, ETC.?

Yes
No

IF SO, PLEASE LIST BELOW

WHAT IS THE APPROXIMATE VALUE OF YOUR CURRE?

(ie. Entire pool of assets including real property, personal property, and investments)

HOW DO YOU WISH TO DIVIDE YOUR ESTATE/ASSETS AMONG YOUR BENEFICIARIES:

FORMAT: Name of Beneficiaries, Percentage of Inheritance

DO YOU WISH TO LEAVE ANY SPECIFIC GIFTS TO CERTAIN BENEFICIARIES?

(ex. Items of sentimental value, jewelry, etc.)

Yes
No

(please list any specific bequests along with the corresponding beneficiaries:

ESTATE TRUSTEE(S), IN ORDER OF PREFERENCE:
Please specify who you wish to appoint as an estate trustee to administer your will and manage the affairs of your estate upon your passing. We recommend selecting one individual executor rather than two joint executors to simplify the administration process. As well, please include either one or two alternative executors in case the person you appoint as the first preferred executor is no longer living or does not wish to fulfill this role

1.

DO YOU ALSO WISH TO PREPARE POWER OF ATTORNEY (POA) DOCUMENTS TO DEAL WITH YOUR FINANCES (POA FOR PROPERTY) AND/OR HEALTH MATTERS (POA PERSONAL CARE)?

Yes
No

If you have any other information you wish to provide for us to prepare your Will or POA Documents please describe below:

FilePLEASE UPLOAD IDENTIFICATION (2 PIECES OF ID, FRONT AND BACK)

PLEASE UPLOAD ANY PREVIOUS WILL OR POA DOCUMENTS (if available)

I understand that this document has been developed for the purpose of organizing the information necessary for my matter. I understand that by filling out this form I have not retained your services until a specific Retainer Agreement is entered into outlining the scope of legal services to be provided.