Will and Estate Planning Questionnaire

Will and Estate Planning Questionnaire

The information you provide will assist in preparing your file
The information you are about to provide will be the basis for your discussions with your lawyer and other financial advisers about your Will and other estate and personal planning. You do not need evaluations or apprasials for listing assets and liabilities but your best estimates should be sufficient for most dicussions.

Bring the supporting documentation for bank accounts and investments with you to your first meeting with your estate planning lawyer to assist in the planning process.

How assets are registered is important. For example, owing a home as "joint tenants" versus owning a home as "tenants in common" is of great signficance to your estate plan. Confirming beneficary designations for life insurance policies, registered funds and pension plans is also crucial.

The information collected here will not be disclosed without your express permission; for example, if you wish to have your lawyer consult with your financial adviser regarding part of your plan.
Your Information
Name*

PrefixFirst NameMiddle NameLast Name
Date of Birth*

MonthDayYear
Date
City and Country of Birth*
Cell Phone Number*
Please enter a valid phone number.
Personal Email Address*
example@example.com
Home Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Occupation
Residency for Tax Purposes*
Please upload both sides of two pieces of ID (NO HEALTH CARD).

1. Valid Driver's License; 2. Valid Passport; 3. Social Insurance Number; 4. Permanent Residence Card; 5. Canadian Birth Certificate
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Lawyer and Type of File
Are you an existing client or a new client?*

I have worked with your Office before.I am a new client.
What is the name of the person who referred you to us?*
What would you like to prepare?*

Will & Powers of Attorney (most common)Mirror Wills and Powers of Attorney (for spouses/partners)Will onlyPowers of Attorney only

Spouse/Partner
What is your marital status?*

Single (never been married)MarriedCommon LawDivorced, and presently SingleMarried, and previously DivorcedSeparated, but not yet Divorced
Name of Spouse or Common Law Partner (Please complete if not single)

PrefixFirst NameMiddle NameLast Name
Date of Birth of Spouse or Common Law Partner

MonthDayYear
Date
Cell Phone Number of Spouse or Common Law Partner
Please enter a valid phone number.
Personal Email Address of Spouse or Common Law Partner
example@example.com
Name of Ex-Spouse

PrefixFirst NameMiddle NameLast Name
Do you and your spouse have a separation agreement or divorce judgement? If yes, please upload a copy.

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City and Country of Birth For Spouse or Common Law Partner
Date of Marriage

MonthDayYear
Date
Date of Co-Habitation Commencement

MonthDayYear
Date
Date of Divorce

MonthDayYear
Date
Date of Separation

MonthDayYear
Date
Citizenship of Spouse or Common Law Partner
Citizenship of Ex-Spouse
Address of Ex-Spouse

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Do you and your spouse have a Marriage Contract or Co-Habitation Agreement? If yes, please upload a copy.

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Beneficiaries in the Will
Please provide your BENEFICIARIES (i.e. spouse, children, cousins, etc.) and what they are to be receiving (ie. specific item or a divided portion or percentage). (Example: All to my spouse and then divided amongst my children, etc.)*

Other Beneficiaries

People such as parents, siblings, friends, etc. to receive benefits from your estate.
Do you intend to name anyone else in your Will, not listed above?*

YesNo
Name

PrefixFirst NameMiddle NameLast Name
Date of Birth

MonthDayYear
Date
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Relationship to you
Share or item to be provided to them from your estate.
Name

PrefixFirst NameMiddle NameLast Name
Date of Birth

MonthDayYear
Date
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Relationship to you
Share or item to be provided to them from your estate.
Name

PrefixFirst NameMiddle NameLast Name
Date of Birth

MonthDayYear
Date
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Relationship to you
Share or item to be provided to them from your estate.
Name

PrefixFirst NameMiddle NameLast Name
Date of Birth

MonthDayYear
Date
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Relationship to you
Share or item to be provided to them from your estate.
Have you ever promised someone a share of your estate in exchange for that person assisting you personally or with your finances or assets?

YesNo
Please provide particulars of such promise.
Please select "Next" to proceed.

Financials
Do you have your own financial planner, investment adviser, accountant and/or life insurance agent?*

YesNo
Please provide title, name, company and address:*
Do you have an interest in a business (i.e. sole proprietorship, corporation, partnership)?*

YesNo
Please provide details of your business:*
Please select "Next" to proceed.

Other Assets
Are you owed money pursuant to a private loan agreement or promissory note?*

YesNo
Please provide details:*
Please provide a copy of the loan agreement or promissory note:

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Have you loaned money which you want to be deducted from any of your beneficiaries' gifts from your estate?*

YesNo
Please provide details:*
Please select "Next" to proceed.

Liabilities
Are there any mortgages payable by you?*

YesNo
Please provide Name and Address of Mortgagee/Lender, the amount owed and if it is insured or not:*
Do you have any other debts?*

YesNo
Please provide name of each Creditor and the Amount Owing for each:*
Are any of your debts secured by collateral mortgage on real property (i.e. line of credit registered against your home)?*

YesNo
Please provide details:*
Please select "Next" to proceed.

Executors

Every individual's estate must have an Executor(s). An Executor is an individual who will be representing the estate by dealing with the collection and distribution of your estate in order to wind down the affairs of the deceased. They are responsible for finding the beneficiaries, collecting all of your asset information and making any payments or distributions as required on behalf of your estate. You may select one or more PRIMARY EXECUTORS, and one or more ALTERNATIVE EXECUTORS.
How many PRIMARY executors do you want to name?*

1234
Name of Executor #1.*

PrefixFirst NameMiddle NameLast Name
What is your relationship to Executor #1?*
Brother, Sister, Father, etc.
Name of Executor #2.*

PrefixFirst NameMiddle NameLast Name
What is your relationship to Executor #2?*
Brother, Sister, Father, etc.
Name of Executor #3.*

PrefixFirst NameMiddle NameLast Name
What is your relationship to Executor #3?*
Brother, Sister, Father, etc.
Name of Executor #4*

PrefixFirst NameMiddle NameLast Name
What is your relationship to Executor #4?*
Brother, Sister, Father, etc.
How many ALTERNATIVE Executors do you want to name?*

1234None
Name of Alternative Executor #1.*

PrefixFirst NameMiddle NameLast Name
What is your relationship to Alternative Executor #1?*
Name of Alternative Executor #2.*

PrefixFirst NameMiddle NameLast Name
What is your relationship to Alternative Executor #2?*
Name of Alternative Executor #3.*

PrefixFirst NameMiddle NameLast Name
What is your relationship to Alternative Executor #3?*
Name of Alternative Executor #4.*

PrefixFirst NameMiddle NameLast Name
What is your relationship to Alternative Executor #4?*
Please provide any post-mortem wishes (i.e. funeral, body disposition, etc.):*
Please select "Next" to proceed.

Power of Attorney for Personal Care

An Attorney for Personal Care is an individual that will be making decisions on your behalf with respect to your medical requirements should you be unable to (i.e. in a coma, deemed incapable by a doctor, etc.).
How many PRIMARY Power of Attorneys for Personal Care (POA) do you want to name?*

1234
Name of POA #1.*

PrefixFirst NameMiddle NameLast Name
What is your relationship to POA #1.*
Spouse, Brother, Sister, etc.
Name of POA #2.*

PrefixFirst NameMiddle NameLast Name
What is your relationship to POA #2.*
Spouse, Brother, Sister, etc.
Name of POA #3.*

PrefixFirst NameMiddle NameLast Name
What is your relationship to POA #3.*
Spouse, Brother, Sister, etc.
Name of POA #4.*

PrefixFirst NameMiddle NameLast Name
What is your relationship to POA #4.*
Spouse, Brother, Sister, etc.
How many ALTERNATIVE Power of Attorneys for Personal Care (POA) do you want to name?*

1234None
Name of ALTERNATIVE POA #1.*

PrefixFirst NameMiddle NameLast Name
What is your relationship to ALTERNATIVE POA #1.*
Spouse, Brother, Sister, etc.
Name of ALTERNATIVE POA #2.*

PrefixFirst NameMiddle NameLast Name
What is your relationship to ALTERNATIVE POA #2.*
Spouse, Brother, Sister, etc.
Name of ALTERNATIVE POA #3.*

PrefixFirst NameMiddle NameLast Name
What is your relationship to ALTERNATIVE POA #3.*
Spouse, Brother, Sister, etc.
Name of ALTERNATIVE POA #4.*

PrefixFirst NameMiddle NameLast Name
What is your relationship to ALTERNATIVE POA #4.*
Spouse, Brother, Sister, etc.
Provide any end of life wishes here (i.e. Life-support, etc.):*
Please select "Next" to proceed.

Power of Attorney for Property

When you are unable to make decisions (whether as a result of incapacity or you are physically out of the jurisdiction), a Power of Attorney for Property is an individual that will be making decisions on your behalf with respect to your property (i.e. Bank Accounts, home, vehicles, etc.).
How many PRIMARY Power of Attorneys for Property (POA) do you want to name?*

1234
Name of POA #1.*

PrefixFirst NameMiddle NameLast Name
What is your relationship to POA #1.*
Spouse, Brother, Sister, etc.
Name of POA #2.*

PrefixFirst NameMiddle NameLast Name
What is your relationship to POA #2.*
Spouse, Brother, Sister, etc.
Name of POA #3.*

PrefixFirst NameMiddle NameLast Name
What is your relationship to POA #3.*
Spouse, Brother, Sister, etc.
Name of POA #4.*

PrefixFirst NameMiddle NameLast Name
What is your relationship to POA #4.*
Spouse, Brother, Sister, etc.
How many ALTERNATIVE Power of Attorneys for Property (POA) do you want to name?*

1234None
Name of ALTERNATIVE POA #1.*

PrefixFirst NameMiddle NameLast Name
What is your relationship to ALTERNATIVE POA #1.*
Spouse, Brother, Sister, etc.
Name of ALTERNATIVE POA #2.*

PrefixFirst NameMiddle NameLast Name
What is your relationship to ALTERNATIVE POA #2.*
Spouse, Brother, Sister, etc.
Name of ALTERNATIVE POA #3.*

PrefixFirst NameMiddle NameLast Name
What is your relationship to ALTERNATIVE POA #3.*
Spouse, Brother, Sister, etc.
Name of ALTERNATIVE POA #4.*

PrefixFirst NameMiddle NameLast Name
What is your relationship to ALTERNATIVE POA #4.*
Spouse, Brother, Sister, etc.
Provide any restrictions to actions which can be performed on your behalf (i.e. selling property, refinancing, etc.):*
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Schedule a Pre-Meeting to Discuss Your Instructions
Please schedule a time for meeting with our lawyer for initial consultation.
Should be Empty:

Will and Estate Planning Questionnaire

Your Information

Lawyer and Type of File

Spouse/Partner

Children and Dependents

Please select "Next" to proceed.

Beneficiaries in the Will

Other Beneficiaries

Please select "Next" to proceed.

Prior Estate Planning

Financials

Please select "Next" to proceed.

Real Estate Property Information

Please select "Next" to proceed.

Personal Property Information

Please select "Next" to proceed.

Other Assets

Please select "Next" to proceed.

Liabilities

Please select "Next" to proceed.

Executors

Please select "Next" to proceed.

Power of Attorney for Personal Care

Please select "Next" to proceed.

Power of Attorney for Property

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