Information about you
Full Legal Name
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First Name
Last Name
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
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-
Year
-
Month
Day
Birth City and Country
*
Occupation
*
Do you currently have a spouse that is not separated from you? (Please note: Under BC law, a "spouse" includes a person you are married to, as well as a person you have lived with in a marriage-like relationship for at least 2 years, i.e., a common-law partner)
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Yes
No
Information about your spouse
Full Legal Name
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Data of Birth
-
Year
-
Month
Day
Birth City
Occupation
Do you have any children? (Please include all biological and legally adopted children, regardless of their age.)
*
Yes
No
If yes, please list the full name, address, and date of birth for each of your children below:
Jurisdictional Scope of this Will
A Will made in BC, unless specified otherwise, is generally intended to cover all of your assets. However, for assets located outside of BC, the local laws of that location will apply, which can complicate the execution of this Will due to special rules (such as different inheritance laws).
Please select the intended scope of assets you wish for this Will to cover:
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My assets located in British Columbia only: I intend for this Will to deal only with my property in BC.
All of my assets located within Canada: I intend for this Will to deal with my property in BC and in all other Canadian provinces.
All of my assets worldwide: I intend for this Will to deal with all of my property located anywhere in the world.
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Instructions Regarding Your Will
Please Note: This form is intended for gathering basic information for a simple will. If your estate planning needs are more complex (e.g., involving overseas assets, business trusts, or blended families), please consult directly with our lawyers to ensure your wishes are handled with the necessary expertise.
Executor / Trustee
Who do you wish to appoint as your Executor? If appointing more than one person, please specify if they are to act as Primary, Joint, or Alternate.
Full Name
Address
Occupation
Relationship to You
Assigned Role
Person 1
Primary
Joint
Alternate
Person 2
Primary
Joint
Alternate
Person 3
Primary
Joint
Alternate
Appointing Guardians for Minor Children
Condition for Appointment: This section is only applicable if you have children under the age of 19 (the age of majority in BC). The appointment of a guardian in your will only takes effect if all other legal guardians of the children (such as the other parent) have passed away.
Full Name
Address
Occupation
Relationship to You
Assigned Role
Person 1
Primary
Joint
Alternate
Person 2
Primary
Joint
Alternate
Person 3
Primary
Joint
Alternate
Specific gifts
Please list any specific assets (e.g., real estate, business shares, jewelry) you wish to leave to a particular person or charity.
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Distribution of the Residue of Your Estate
The residue is what remains of your estate after all debts, taxes, and specific gifts have been paid.
A. Primary Beneficiary
In a standard "simple will," this section is typically used to designate your spouse or partner to receive the entire residue of your estate.
Please select one option:
Outright Gift: My spouse or partner is to receive 100% of the residue of my estate if he or she survives me for 5 days.
Spouse Trust: My executor is to invest the residue of my Estate and pay my spouse or partner 100% of the net annual income during their lifetime.
Other Provision: If selected, please describe your arrangement below:
Please describe your arrangement below:
B. Contingent Beneficiaries
This section applies only if your Primary Beneficiary (e.g., your spouse/partner) predeceases you.
How do you wish to distribute the residue of your estate to your children?
Per Stirpes (By the Branch) - This is the most common choice: The residue of my estate will be divided equally among my children. If any child predeceases me, their share will automatically pass down to their descendants (i.e., my grandchildren).
Per Capita (By the Head / Surviving Children Only): The residue of my estate will be divided equally only among my children who are alive at my death. If any child predeceases me, their share will be divided among the other surviving children, and their descendants will not inherit that share.
Other Provision for Children (If selected, please describe your arrangement below)
Please describe your arrangement below:
C. Alternate Beneficiaries
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Residue of Estate - Other Provisions
Important Legal Notice: Regarding the Disinheritance of a Spouse or Child
Under British Columbia law, your spouse and children have the right to challenge a will that does not make adequate, just, and equitable provision for them. This is known as a "wills variation claim." If you have a living spouse or child but choose to exclude them from your estate here, your decision will likely be challenged in court. The court will then examine your reasons for doing so to determine if they are valid and rational. Therefore, we strongly recommend that you consult in detail with our lawyers about this decision and prepare a clear, written statement explaining your reasons.
If you do not have a spouse or children, or if you understand the risks above and still wish to exclude them, please list your beneficiaries below:
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Declaration and Acknowledgment
By signing below, I declare that the information and instructions I have provided in this form are, to the best of my knowledge, accurate and complete.
Client's Signature
Submit
Submit
Should be Empty: