Wills Information Form

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Wills Information Form

NOTE:
Please complete to the best of your ability.
Where additional space is required, reference a numbered additional sheet. / FOR LAW FIRM USE:
File No.: ______
Record No.: ______

Date: Click or tap to enter a date.

Personal and Family History

Client Name:

1. Full Name (mention “also known as” names)

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1. Address

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1. Contact Information

Home:______
Work:______
Cell:______
Email:______

1. Date and Place of Birth

1. Citizenship

☐Canadian Citizen ☐Other: ______
☐Canadian Resident ☐Other: ______

1. Marital Status

☐Married☐Divorced
☐Common-Law☐Separated
☐Single☐Widowed
☐Will being made in contemplation of marriage to ______on ______

1. Date and Place of Marriage

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1. Previous Marital History (provide copy of Final Decree)

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1. Domestic Contracts (include particulars and status of Separation Agreement, etc.; provide copy)

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1. Existing Wills and Powers of Attorney (specify solicitor who acted)

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☐Same

1. Children

Name / Date of Birth / Address
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If any are not the natural children of Client 1 and Client 2, provide details.
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1. Support Obligations

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1. Other Dependants

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1. Promises You Have Made Regarding Your Estate

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1. Other Beneficiaries to be Named (excluding dependants)

Name & Relationship / Date of Birth, if a minor / Address
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1. Special Concerns (spendthrifts, family tensions, etc.)

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1. Name and Address of Family Physician

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Will Drafting Instructions

1. Executors and Trustees, including Alternate Choice(s) (include address, if not resident of Canada)

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1. Are Executors to Have Broad Powers (regarding retention, sale and investment of assets)

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1. Specific Gifts (Household Goods, Personal Effects, Jewellery, Automobiles, etc.)

Gift:______/ Beneficiary:______
☐ Conditional on spouse having predeceased?
Gift:______/ Beneficiary:______
☐ Conditional on spouse having predeceased?
Gift:______/ Beneficiary:______
☐ Conditional on spouse having predeceased?

1. Cash Legacies (including charitable)

Gift:______/ Beneficiary:______
☐ Conditional on spouse having predeceased?
Gift:______/ Beneficiary:______
☐ Conditional on spouse having predeceased?
Gift:______/ Beneficiary:______
☐ Conditional on spouse having predeceased?
Gift:______/ Beneficiary:______
☐ Conditional on spouse having predeceased?
Gift:______/ Beneficiary:______
☐ Conditional on spouse having predeceased?

1. Disposition of Residence and/or Cottage

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1. Create Trusts for Beneficiaries?

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1. Disposition of Residue

If you are leaving the residue to your children, specify whether it should be divided equally among your surviving children (per capita) or whether the share of a predeceased child should be divided among his or her children (per stirpes).
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1. Guardian for Children

Name:Click or tap here to enter text.
Relationship (aunt, uncle, friend, etc.):Click or tap here to enter text.
Additional provisions, if any, re expenses, education, retaining house, etc.:
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1. Funeral, Burial and Other Special Instructions

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1. Other Special Powers or Clauses

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Power of Attorney Instructions

1. Attorneys for Continuing Power of Attorney for Property, including Alternate choice(s)

Name(s):Click or tap here to enter text.
Relationship to you (spouse/child/friend/other):Click or tap here to enter text.
If more than one concurrently, are they to act:
☐ Jointly (must act together); or
☐ Jointly and Severally (together or independent)

1. Special Powers, Restrictions or Clauses

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1. Attorneys for Power of Attorney for Personal Care, including Alternate Choice(s)

Name(s):Click or tap here to enter text.
Relationship to you (spouse/child/friend/other):Click or tap here to enter text.
If more than one concurrently, are they to act:
☐ Jointly (must act together); or
☐ Jointly and Severally (together or independent)

1. Special Powers, Restrictions or Clauses

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I/WE HEREBY ACKNOWLEDGE that I/we have reviewed and approved of the information and instructions contained herein this day of 20 .

______

Client 1Client 2

Part II. Financial Matters

Client Name:

1. Who Prepares Taxes? (include name and contact info)

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1. Investment Advisor(s) and/or Financial Planner (include name and contact info)

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1. Home Insurance (include name and contact info for broker and/or company)

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1. Occupation, Employer and Annual Income

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1. Ownership Interest in a Business (provide details)

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1. Previous Lawyers (include name and contact info)

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1. Safety Deposit Box or Lock Box (include location and box number)

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Part III. Assets

Client Name:

1. Bank Accounts

Bank Name & Address: ______
Account No.: ______Average Balance: ______
Accountholder Name(s): ______
Bank Name & Address: ______
Account No.: ______Average Balance: ______
Accountholder Name(s): ______
Bank Name & Address: ______
Account No.: ______Average Balance: ______
Accountholder Name(s): ______
Bank Name & Address: ______
Account No.: ______Average Balance: ______
Accountholder Name(s): ______
If any of these accounts is held in your name with another person, is it your intention that the other person receive the entire balance in such account upon your death? ☐Yes ☐No

1. RRSP’s, RRIF’s, Pensions and Annuities

Company Name: ______
Contract Number:______
Type of Plan:______
Named Beneficiary:______
Value to Your Estate:______
Company Name:______
Contract Number:______
Type of Plan:______
Named Beneficiary:______
Value to Your Estate:______/ Company Name:______
Contract Number:______
Type of Plan:______
Named Beneficiary:______
Value to Your Estate:______
Company Name:______
Contract Number:______
Type of Plan:______
Named Beneficiary:______
Value to Your Estate:______

1. Non-Registered Investments (GIC’s, Bonds, Shares & Other Investments)

Company Name: ______Investment Type: ______
Contract/Account No.: ______Average Balance: ______
In Whose Name(s): ______
Named Beneficiary: ______Value to Your Estate: ______
Company Name: ______Investment Type: ______
Contract/Account No.: ______Average Balance: ______
In Whose Name(s): ______
Named Beneficiary: ______Value to Your Estate: ______
Company Name: ______Investment Type: ______
Contract/Account No.: ______Average Balance: ______
In Whose Name(s): ______
Named Beneficiary: ______Value to Your Estate: ______
Company Name: ______Investment Type: ______
Contract/Account No.: ______Average Balance: ______
In Whose Name(s): ______
Named Beneficiary: ______Value to Your Estate: ______

1. Life Insurance, Disability, Critical Illness, etc.

Company Name:______
Policy Number:______
Type of Plan:______
Named Beneficiary:______
Value to Your Estate:______
Company Name:______
Policy Number:______
Type of Plan:______
Named Beneficiary:______
Value to Your Estate:______
Company Name:______
Policy Number:______
Type of Plan:______
Named Beneficiary:______
Value to Your Estate:______
Client Name:

1. Other Major Assets Excluding Real Estate (e.g. Automobiles, Recreational Vehicles, Boats)

Asset: ______Value: ______
In Whose Name(s): ______
Asset: ______Value: ______
In Whose Name(s): ______
Asset: ______Value: ______
In Whose Name(s): ______

1. Any Items of Property Requiring Appraisals?

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1. Approximate Value of Household Goods and Furniture

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1. Real Estate and Leasehold Interests

Location: ______Value: ______
In Whose Name(s): ______
Location: ______Value: ______
In Whose Name(s): ______

1. Locations of Important Personal Papers and Computer Login Credentials

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1. Are You an Executor or Beneficiary under Another Person’s Estate or Trust?

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1. Have You Set Up a Trust to Benefit Another Person?

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1. Other Matters not Covered

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Part IV. Liabilities

1. Mortgages, Debts and Other Exposure to Liability (incl. guarantees, cosigning, line of credit)

Type of Indebtedness: ______Amount: ______
Creditor: ______
Debtor(s): ______
Type of Indebtedness: ______Amount: ______
Creditor: ______
Debtor(s): ______
Type of Indebtedness: ______Amount: ______
Creditor: ______
Debtor(s): ______
Type of Indebtedness: ______Amount: ______
Creditor: ______
Debtor(s): ______
Type of Indebtedness: ______Amount: ______
Creditor: ______
Debtor(s): ______

1. Other Matters Not Covered

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