1. Preliminary Matters
2. Client Personal Information
3. Spouse / Partner Personal Information
4. Relationship Information
If yes, please provide the below information of your previous spouse/partner:
5. Employment Information
Disposition of Remains
Assets and Finances
A. Real Estate
B. Business Interest
C. Personal Property
Bank Account(s) and Deposits
RRSPs and RRIFs
or (b) 1/2 at age: blanks and 1/2 at age: blank.
or (c) 1/3 at age: blanks , 1/3 at age: blank and 1/3 at age: .
*Refers to those who depend on you for financial support for whom you wish to provide, such as an elderly parent?
Other Dispositions to be made in the Will / Special Instructions
Copies of the Will
We recommend not giving copies to friends or relatives, only to a corporate trustee or other professional advisor who is obliged to keep the contents confidential.