Will Questionnaire

Personal Information

Your full name:
The name you commonly use, if different from above:

Present Address

Street Address
City
Province

Postal Code
Home Phone Number
Cell Phone Number
Work Phone Number
Email Address

Occupation:
Employer information:
Date of Birth:
Place of Birth:
Citizenship:

Marital Status:
Full Name of Spouse:
Date of marriage:
Place of marriage:
Do you have a domestic contract?
Were you previously married?
Full name(s) of ex-spouse(s) (if applicable):
Do you have any support obligations - spousal or child?
If yes, please list details below:

Name of accountant (if applicable):
Phone number of accountant (if applicable):

Family Information

Full names of children

  1. Name:
    Date of Birth
    Place of Birth
    Born outside of marriage?
    Name of spouse (if applicable):

  2. Name:
    Date of Birth
    Place of Birth
    Born outside of marriage?
    Name of spouse (if applicable):

  3. Name:
    Date of Birth
    Place of Birth
    Born outside of marriage?
    Name of spouse (if applicable):

  4. Name:
    Date of Birth
    Place of Birth
    Born outside of marriage?
    Name of spouse (if applicable):

Full Names of grandchildren:

Will Instructions

  1. Estate trustee and contact information (if not previously provided):
    Alternate(s):
     

  2. Are all death benefits (i.e. RRSP etc.) to go to spouse?

  3. Household and personal effects to go to:
    If other please specify:

  4. Do you have any specific bequests/gifts (i.e. charitable, personal, etc.)? Please list below:

  5. Is your spouse to inherit the residue of your estate?

    (please note that if you have a spouse and you do not adequately provide for your spouse in your Will, your surviving spouse may be able to assert a claim against your estate under the Family Law Act.)

  6. If you do not have a spouse, who or what will be the beneficiary or beneficiaries of your estate ?

  7. Is a spousal trust to be set up for spouse?

  8. If your spouse predeceases you, are trust funds to be established for your children?
    If so, what are the trust fund details (i.e. hold until youngest reaches certain age, income and capital used for designated purposes, payments and discretion of Trustee(s) etc.)?

  9. If you do not intend to establish trusts for your children, do you wish to distribute your estate between your children ? In equal shares ? In unequal shares ?

  10. If your designated beneficiaries fail to survive you, who would be your alternative beneficiaries? And in what proportions ?

  11. Are any children or grandchildren born outside of marriage to inherit?

  12. Are there any other special instructions?

  13. Guardians of minor children:
    Alternative guardians:

  14. Funeral Arrangements (i.e. cremation etc.):


Powers of Attorney

  1. Power of Attorney for Property:
    Alternative Attorney:

  2. Power of Attorney for Personal Care:
    Alternative Attorney: