Will & Power of Attorney Instructions Form
please submit 1 form for each person wanting a Will
Legal Name of person Making the Will
First Name
Middle Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
E-mail
Date of Birth
-
Month
-
Day
Year
Date Picker Icon
Current Marital Status
*
Single
Married
Divorced
Common Law relationship
Separated but not divorced
Single
Have you had a Mental Capacity assessment in the last 12 months?
*
Yes
No
Is your Will being made in contemplation of Marriage?
*
Yes
No
Have you been married previously?
*
Yes
No
Do you have children from a previous Marriage / relationship?
*
Yes
No
Estate Trustee(s) Section
Proposed Estate Trustee
First Name
Last Name
What is the relationship of the Proposed Estate Trustee to you?
Alternate Proposed Estate Trustee
First Name
Last Name
What is the relationship of the Proposed Estate Trustee to you?
BENEFICIARIES SECTION
Complete in accordance with your wishes
Spouse
First Name
Last Name
Child #1
First Name
Last Name
date of birth Child #1
-
Month
-
Day
Year
Date Picker Icon
Child #2
First Name
Last Name
date of birth Child #2
-
Month
-
Day
Year
Date Picker Icon
Child #3
First Name
Last Name
date of birth Child #3
-
Month
-
Day
Year
Date Picker Icon
Child #4
First Name
Last Name
date of birth Child #4
-
Month
-
Day
Year
Date Picker Icon
Briefly describe in what order people are to get your Estate
Names of other people and their relationship to you who are to benefit under your Will?
At what age would you like your children to receive their inheritance if they are currently minors?
Age of 18 years
Age of 20 years
Age of 25 years
In the event of a common family disaster and no spouse or children are alive, to whom do you want your Estate to go to and in what % each?
GUARDIAN OF CHILDREN
if applicable
Name
First Name
Last Name
Name
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Relationship of Guardian(s) to you?
STATEMENT OF ASSETS
list generally any asset you own over $10,000 in value.
ADDITIONAL DETAILS OR COMMENTS
DO YOU WISH TO HAVE POWERS OF ATTORNEY COMPLETED ALSO?
*
Yes
No
Name of 1st decision maker for your Power of Attorney for Property
First Name
Last Name
Name of alternate decision maker for your Power of Attorney for Property
First Name
Last Name
Name of 1st decision maker for your Power of Attorney for Personal Care
First Name
Last Name
Name of alternate decision maker for your Power of Attorney for Personal Care
First Name
Last Name
Submit
Should be Empty: