Will Questionnaire

CLIENT INFORMATION

Full name:
Address:
Telephone: (H): (C): (W):
Email:
Date of Birth:
Place of Birth

If you are presently married:

Place of Marriage:
Date of Marriage:
Do you have a marriage contract? Yes ☐ No ☐

PROPOSED EXECUTOR
(the person in charge of administering your estate)

Full Name:
Address:
Telephone: (H): (C): (W):
Relationship to Testator:
Sole ☐ or Joint ☐ Executor?

If Joint Executor:

Full Name:
Address:
Telephone: (H): (C): (W):
Relationship to Testator:

ALTERNATE EXECUTOR
In the event the appointed executor should predecease the testator, die within a period of thirty days following the testator’s death, or is unwilling or unable to act

Full Name:
Address:
Telephone: (H): (C): (W):
Relationship to Testator:

BENEFICIARIES:

Full Name:
Address:
Telephone: (H): (C): (W):
Date of Birth:
Place of Birth:
Marital Status: Name of Spouse/Partner:

Full Name:
Address:
Telephone: (H): (C): (W):
Date of Birth:
Place of Birth:
Marital Status: Name of Spouse/Partner:

Full Name:
Address:
Telephone: (H): (C): (W):
Date of Birth:
Place of Birth:
Marital Status: Name of Spouse/Partner:

Full Name:
Address:
Telephone: (H): (C): (W):
Date of Birth:
Place of Birth:
Marital Status: Name of Spouse/Partner:

Full Name:
Address:
Telephone: (H): (C): (W):
Date of Birth:
Place of Birth:
Marital Status: Name of Spouse/Partner:

Trusts for minor beneficiaries? Yes ☐	No☐
If beneficiary is not at least 18 years of age, at what age(s) would you like them to receive their inheritance?

Disposition at what age?

GUARDIANS

If your children are not at least 18 years of age, who would you like to appoint as their guardians?

Full Name:
Address:
Relationship to Testator:

Full Name:
Address:
Relationship to Testator:

BURIAL INSTRUCTIONS, if any:

LEGACIES or BEQUESTS TO INDIVIDUALS or CHARITIES:

TO: I WISH TO LEAVE:
TO: I WISH TO LEAVE:
TO: I WISH TO LEAVE:
TO: I WISH TO LEAVE:
TO: I WISH TO LEAVE:

INFORMATION FOR YOUR EXECUTOR:

This information will not form part of your will; however, it may be useful to your executor to have.

PRIMARY RESIDENCE:

Address:
Current Value (estimate):
Year Purchased:
Purchased Value:
Title to the home: ☐Registered owner ☐Joint tenants
☐Tenants in common
Anything registered against Title? No ☐ Yes☐
How much outstanding? (estimate):

Banking:

Bank:
Location:
Account number:
In whose name:
Joint account: Yes ☐ No ☐

Life Insurance/ Pension:

Insurance Company:
Beneficiary
Value of Policy: $ Policy #:
Type of Policy:
Does coverage terminate?:
Canadian Pension Plan?: Yes☐ No☐ If yes, how many years?:

Debts

Owed to:
Amount: $
Address:
Owed to:
Amount: $
Address:

ADDITIONAL DETAILS OR COMMENTS