You can print this form (use the print button on your browzer) and fill out as much information as possible and bring it with you to your meeting with us.

Will Information Form

Name(s) of person wishing to make a will

Spouse 1 _______________________________Gender___Born___-___-___

Spouse 2 _______________________________Gender___Born___-___-___

Spousal Status ______________________________________________________

 Address _________________________________

_________________________________ Postal Code:_________

Home Telephone:_______________

Business Telephone:_____________

Cell: __________________________

Email: _________________________

What Municipality do you live in?:___________________________________________

What County do you live in?:____________________________________________

Estate Trustee?

Name(s) of your executor/executrix - estate trustee - Who is responsible for administering your estate?

_____________________________________

Name

_____________________________________

Address:

_____________________________________

Relationship to you

_____________________________________

Name

_____________________________________

Address:

_____________________________________

Relationship to you

Alternate Estate Trustee?

If the estate trustee you have named cannot fulfil his/her duties who would be the substitute?

_____________________________________

Name

_____________________________________

Address:

_____________________________________

Relationship to you

 Who do you wish to have custody of your Child(ren) while a minor?

__________________________________

Name

 __________________________________

Address

 __________________________________

What relationship if any to you is the person you have named?

 List your major Assets?

Residence? _____________________________________________________________

Other Real Estate? ______________________________________________________

Whose names are on the Deed? ____________________________________________

If more than one name do they hold as joint tenants? ___________________________

Bank Accounts _________________________________________________________

RRSP/RIF _____________________________________________________________

Bonds/Stocks __________________________________________________________

Do you own shares in any private company? __________________________________

Other? _______________________________________________________________

What Major debt/liabilities do you have?

Mortgage? ____________________________________

Credit Cards? __________________________________________________________

Other debt? ____________________________________________________________

 FAMILY MEMBERS

Children names and dates of birth:

1_______________________________________**____/____/____**____

2_______________________________________**____/____/____**____

3_______________________________________**____/____/____**____

4_______________________________________**____/____/____**____

5_______________________________________**____/____/____**____

6_______________________________________**____/____/____**____

7_______________________________________**____/____/____**____

8_______________________________________**____/____/____**____

Possibility of more children?____

Does any child have special needs that you wish to make provision for?

________________________________________________________________________________________

 PARENTS

of Spouse 1_________________________**___________________________

                            Mother                                    Father

of Spouse 2_________________________**___________________________

                            Mother                                     Father

BROTHERS AND SISTERS

of spouse 1                                                            of Spouse 2

1 ____________________________** 1 ______________________________

2 ____________________________** 2 ______________________________

3 ____________________________** 3 ______________________________

4 ____________________________** 4 ______________________________

5 ____________________________** 5 ______________________________

6 ____________________________** 6 ______________________________

7 ____________________________** 7 ______________________________

8 ____________________________** 8 ______________________________

 BEQUESTS

Specific Bequests

1. _____________________________         ___________________________________

name                                                               Amount/article

Who gets this money or article if this person has predeceased you?

__________________________________________________________________

 2. _____________________________           ___________________________________

name                                                                  Amount/article

Who gets this money or article if this person has predeceased you? 

_________________________________________________________________

 3. _____________________________             ___________________________________

name                                                                      Amount/article

Who gets this money or article if this person has predeceased you?

__________________________________________________________________

 4._____________________________             ___________________________________

name                                                                    Amount/article

Who gets this money or article if this person has predeceased you?

__________________________________________________________________

PERSONAL PROPERTY

Who is to get the rest of your personal effects, furniture, jewelry, automobile etc.?

Your spouse? __________________________________

Your Children? ________________________________

Are you going to leave a list? ______________________

If yes, the list has to be in existence when you sign your will.

RESIDUE

Who gets the residue of your estate. That is after the debts are paid and the specific items delivered who gets the balance?

1 Your Spouse (Y/N) ___

2 Your Children(Y/N)____In Trust(Y/N)____Pooled(Y/N)____ Grandchildren?Children Share____

Note: You will need help with setting up any trust funds. We will help you work this out.

Stage 1. _____% of Share at age_____ 2. Total of____% of Share at age____

Stage 3. _____% of Share at age_____ 4. 100% of Share at age______

3 _________________________________________________________________________

4 _________________________________________________________________________

Common disaster? Who is to inherit your estate if you your spouse and children all die together?___________________________________________________________________________

TRUSTEE POWERS

What specific powers do you wish your Estate Trustee to have? You will need our assistance with this.

To deal with corporations _____

To wind up private corporations._____

To Continue Guarantees._____

To make investments._____

To sell, call in and convert your property._____

To deal with real property _____

To divide and value estate._____

To borrow against assets of estate_____

To make income tax elections/allocations_____

Re persons born outside marriage._____

Appoint lawyer for the estate_____

Forgiveness of debts_____

Bequests not part of community of property of the beneficiary_____

Spousal election additional_____

Spousal election required.._____

Settle valuations under Family Law Act_____

Liquidate liabilities under Family Law Act......_____

Clause Re: infant beneficiaries_____ at what age? ____ In Ontario the minimum age is 18

Manner of Burial_____________________________________________________

Special Funeral Instructions?

__________________________________________________________________

Notes: Jot down any questions you may have or any special information we may need to properly prepare your will.