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
  • (if so please provide a copy)
  • (if so please provide a copy)
  • SPOUSE’S PERSONAL 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
    Add a new row
  • (ie. Entire pool of assets including real property, personal property, and investments)
  • FORMAT: Name of Beneficiaries, Percentage of Inheritance
    Add a new row
  • (ex. Items of sentimental value, jewelry, etc.)
  • 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
  • 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.
Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.

Not readable? Change text.

Start typing and press Enter to search