Services

04. Wills & Estates Planning

Wills & Estates Planning Application

YOUR FULL NAME

DATE OF BIRTH

ADDRESS

CITIZENSHIP

RESIDENCE FOR INCOME TAX PURPOSES

MARITAL STATUS

Single

Married

Divorced

Seperated

Widowed

DO YOU AND YOUR SPOUSE HAVE A MARRIAGE CONTRACT?

Yes

HAVE YOU BEEN MARRIED PREVIOUSLY?

Yes

SPOUSE'S PERSONAL INFORMATION (IF RELEVANT)

FULL NAME

ADDRESS

DATE OF BIRTH

PLACE OF BIRTH

CITIZENSHIP

RESIDENCE FOR INCOME TAX PURPOSES

CHILDREN AND GRANDCHILDREN'S INFORMATION (IF RELEVANT)

DO YOU HAVE ANY FORMER SPOUSES OR CHILDREN WHO MIGHT HAVE AN INTEREST IN YOUR ESTATE BY WAY OF SEPERATION AGREEMENT, COURT ORDER, OR CONTRACT?

Yes

IF SO, PLEASE LIST BELOW

WHAT IS THE APPROXIMATE VALUE OF YOUR CURRENT ESTATE?

HOW DO YOU WISH TO DIVIDE YOUR ESTATE AMONG YOUR BENEFICIARIES

DO YOU WISH TO LEAVE ANY SPECIFIC GIFTS TO CERTAIN BENEFICIARIES?

Yes

PLEASE LIST ANY SPECIFIC REQUESTS ALONG WITH THE CORRESPONDING BENEFICIARIES

ESTATE TRUSTEE(S), IN ORDER OF PREFERENCE

Please specify who you wish to appoint as an estate trustee to administer your will and manage the affairs of your estate upon your passing. We recommend selecting one individual executor rather than two joint executors to simplify the administration process. As well, please include either one or two alternative executors in case the person you appoint as the first preferred executor is no longer living or does not wish to fulfill this role.

EXECUTOR

RELATIONSHIP TO YOU

DO YOU ALSO WISH TO PREPARE POWER OF ATTORNEY (POA) DOCUMENTS TO DEAL WITH YOUR FINANCES (POA FOR PROPERTY) AND/OR HEALTH MATTERS (POA PERSONAL CARE)?

Yes

IF YOU HAVE ANY OTHER INFORMATION YOU WISH TO PROVIDE FOR US TO PREPARE YOUR WILL OR POA DOCUMENTS, PLEASE DESCRIBE IT BELOW

PLEASE UPLOAD IDENTIFICATION: 2 PIECES OF ID, FRONT AND BACK

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PLEASE UPLOAD ANY PREVIOUS WILL OR POA DOCUMENTS (IF AVAILABLE)

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