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
Executer(s)' Information
Disposition of Remains
Assets and Finances
A. Real Estate
Property (1)
Property (2)
Property (3)
B. Business Interest
Business (1)
Business (2)
Business (3)
C. Personal Property
Bank Account(s) and Deposits
Securities/Bonds/Shares
Life Insurance
RRSPs and RRIFs
Personal Effects
Specific Requests
Residue
Children
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: .
Guardian(s)
Other Dependants*
*Refers to those who depend on you for financial support for whom you wish to provide, such as an elderly parent?
Trust Fund
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.