Will Planning Form

After completing and submitting the form below, we will connect you with one of our legal partners to help assist with the creation of your will. Please feel free to reach out if you have any questions. If you are unable to complete the form in one sitting, you may hit the “Save and Continue Later” button at the bottom of any page.

INFORMATION FORM FOR WILL & ESTATE PLANNING

Step 1 of 4 - PERSONAL AND FAMILY INFORMATION

25%

Date

DD slash MM slash YYYY

PART I — PERSONAL AND FAMILY INFORMATION

Accurate and complete information is important for discussion and preparation of documents.

PERSONAL INFORMATION

Last Name:

First & Middle Name(s):

Date of birth:

DD slash MM slash YYYY

Place of birth:

Address:

Phone (home):

Phone (business):

Cell Phone:

Email:

Occupation:

Country of Residence for income tax purposes:

MARITAL STATUS

Marital Status

Single

Separated

Married

Divorced

Re-Married

Living in a Relationship (Common-law)

Widowed

Have you previously been married?

Yes

Do you have a separation agreement or court order?

Yes

Please attach

Drop files here or

Max. file size: 32 MB.

Spouse Information

Spouse Last Name:

First & Middle Name(s):

Date of birth:

MM slash DD slash YYYY

Place of birth:

Spouse address:

(If different from yours)

Do you have children?

Yes

Children (List all children)

List all children

Child's Last Name

First & Middle Name(s)

Birthdate (dd/mm/yyyy)

Address (if different from yours)

Grandchildren (List all grandchildren)

List all Grandchildren

Child's Last Name

First & Middle Name(s)

Birthdate (dd/mm/yyyy)

Parent

Siblings (Yours)

List Your Siblings

Sibling's Last Name

First & Middle Name(s)

Address

PART II - WILL INFORMATION

Do you have a will?

Yes

Date of present will:

MM slash DD slash YYYY

Does your spouse have a will?

Yes

Date of present will:

MM slash DD slash YYYY

Do you and your spouse have a marriage/domestic contract?

Yes

Please provide a copy

Drop files here or

Max. file size: 32 MB.

Do you own or have an interest in a business? (i.e. , sole proprietorship, partnership or limited company)

Yes

Please give details:

Please provide copies of business agreement

Drop files here or

Max. file size: 32 MB.

Would you like to appoint guardian(s) for your children? (if minors)

Yes

N/A

Please, fill in their particulars in the chart below:

Guardians

Last Name

First & Middle Name(s)

Address/Phone

Age

Relationship to you

Has your guardian(s) consented to accept the position?

Yes

Who are you going to appoint to be the executor(s) of your estate?

List all children

Last Name

First & Middle Name(s)

Address/Phone

Age

Relationship to you

Has your executor(s) consented to accept the position?

Yes

Are you going to appoint an alternative executor(s)?

Yes

Alt Executors

Last Name

First & Middle Name(s)

Address/Phone

Age

Relationship to you

Has your alternate executor(s) consented to accept the position?

Yes

Will your spouse be the beneficiary of your estate?

Yes

If your spouse predeceases you, will your children be the alternate beneficiary(ies) of your estate?

Yes

Will your children (listed above) be the beneficiary(ies) of your estate?

Yes

If your spouse predecease you, who will be your alternate beneficiaries:

List all children

Last Name

First & Middle Name(s)

Address/Phone

Relationship to you

If your beneficiaries predecease you, who will be your alternate beneficiaries:

List alternate to children

Last Name

First & Middle Name(s)

Address/Phone

Relationship to you

Beneficiaries of your estate:

List regular beneficiaries

Last Name

First & Middle Name(s)

Address/Phone

Relationship to you

If your beneficiaries predecease you, who will be your alternate beneficiaries:

List alternate to regular beneficiaries

Last Name

First & Middle Name(s)

Address/Phone

Relationship to you

Do you have special instructions for your executor re funeral and burial?

Yes

Special instructions:

Any other notes or special situations related to above details?

PART III — ASSETS

AUTOMOBILES/BOATS:

Item:

AUTOMOBILES/BOATS:

Item 1 - Make/Model

Item 2 - Make/Model

Item 3 - Make/Model

In whose name:

AUTOMOBILES/BOATS:

Item 1 - Owner(s)

Item 2 - Owner(s)

Item 3 - Owner(s)

REAL ESTATE:

Location(Address):

REAL ESTATE:

Property 1 - Address

Property 2 - Address

Property 3 - Address

Value (approx.):

REAL ESTATE:

Property 1 - Approx Value $

Property 2 - Approx Value $

Property 3 - Approx Value $

Original Cost:

REAL ESTATE:

Property 1 - Original Cost $

Property 2 - Original Cost $

Property 3 - Original Cost $

In whose name:

AUTOMOBILES/BOATS:

Property 1 - Owner(s)

Property 2 - Owner(s)

Property 3 - Owner(s)

Mortgages:

REAL ESTATE:

Property 1 - Mortgage? Y/N

Property 2 - Mortgage? Y/N

Property 3 - Mortgage? Y/N

Amount Owing:

REAL ESTATE:

Property 1 - Mortgage Balance

Property 2 - Mortgage Balance

Property 3 - Mortgage Balance

Name of Lender:

REAL ESTATE:

Property 1 - Mortgage Lender

Property 2 - Mortgage Lender

Property 3 - Mortgage Lender

BANK INFORMATION:

Name of Bank:

BANK INFORMATION:

Account 1 - Bank Name

Account 2 - Bank Name

Account 3 - Bank Name

Bank Address:

BANK INFORMATION:

Account 1 - Branch Location

Account 2 - Branch Location

Account 3 - Branch Location

Account Number:

BANK INFORMATION:

Account 1 - Account #

Account 2 - Account #

Account 3 - Account #

In whose name:

BANK INFORMATION:

Account 1 - Owner(s)

Account 2 - Owner(s)

Account 3 - Owner(s)

If any of these accounts is/are held in your name with another person, do you intend that the other person should inherit the balance in such account(s) upon your death?

Yes

Safety Deposit Box:

Location:

Box Number:

LIFE INSURANCE:

Do you have life insurance?

Yes

Name of Insurance Company:

LIFE INSURANCE:

Policy 1 - Insurance Company

Policy 2 - Insurance Company

Policy Number:

LIFE INSURANCE:

Policy 1 - Policy #

Policy 2 - Policy #

Type of Plan:

LIFE INSURANCE:

Policy 1 - Plan Type (Term/Whole Life)

Policy 2 - Plan Type (Term/Whole Life)

Beneficiary(ies):

LIFE INSURANCE:

Policy 1 - Beneficiaries

Policy 2 - Beneficiaries

Coverage Amount:

LIFE INSURANCE:

Policy 1 - Coverage Amount $

Policy 2 - Coverage Amount $

Owner of Policy:

LIFE INSURANCE:

Policy 1 - Policy Owner(s)

Policy 2 - Policy Owner(s)

RRSPS, RIFs, Pensions and Annuities

Do you have RRSPs, RIFs, LIRAs, LIFs, Pensions, or Annuities?

Yes

Name of Issuing Company / Institution:

RRSPS, RIFs, Pensions and Annuities

Account 1 - Type of Account

Account 2 - Type of Account

Account 3 - Type of Account

RRSPS, RIFs, Pensions and Annuities

Account 1 - Financial Institution

Account 2 - Financial Institution

Account 3 - Financial Institution

Name of Issuing Company / Institution:

Account Number:

RRSPS, RIFs, Pensions and Annuities

Account 1 - Account #

Account 2 - Account #

Account 3 - Account #

Named Beneficiary:

RRSPS, RIFs, Pensions and Annuities

Account 1 - Beneficiaries

Account 2 - Beneficiaries

Account 3 - Beneficiaries

Current Value

RRSPS, RIFs, Pensions and Annuities

Account 1 - Value $

Account 2 - Value $

Account 3 - Value $

TFSAs

Do you have a TFSA?

Yes

Name of Issuing Company / Institution:

RRSPS, RIFs, Pensions and Annuities

TFSA 1 - Financial Institution

TFSA 2 - Financial Institution

Account Number:

RRSPS, RIFs, Pensions and Annuities

TFSA 1 - Account #

TFSA 2 - Account #

Current Value

RRSPS, RIFs, Pensions and Annuities

TFSA 1 - Value $

TFSA 2 - Value $

Named Beneficiary:

RRSPS, RIFs, Pensions and Annuities

TFSA 1 - Beneficiaries

TFSA 2 - Beneficiaries

Other Investments and Assets

Do you have other investments or assets?

Yes

Details of other assets/interests not listed above

Points / Rewards / Digital Funds and Accounts

Air Miles/ Travel Rewards

Account 1

Account 2

Account 3

Liabilities/Debts other than mortgage:

Name of Creditor:

Liabilities:

Debt 1 - Name of Creditor

Debt 2 - Name of Creditor

Debt 3 - Name of Creditor

Amount Owing:

Liabilities:

Debt 1 - Amount Owing $

Debt 2 - Amount Owing $

Debt 3 - Amount Owing $

PART IV — POWERS OF ATTORNEY

Give serious consideration to whom you grant power of attorney for property or personal care. The person appointed has considerable power over your property or personal care and therefore should be someone you trust.

1. POA for Property

Your continuing Power of Attorney for Property:

POWERS OF ATTORNEY

Last Name

First & Middle Name(s)

Address/Phone

Age

Relationship to you

Has your continuing power of attorney for property consented to accept the position?

Yes

Would you like to appoint an alternate continuing power of attorney for property?

Yes

POWERS OF ATTORNEY

Last Name

First & Middle Name(s)

Address/Phone

Age

Relationship to you

Has your alternate continuing power of attorney for property consented to accept the position?

Yes

2. POA for Personal Care

Your continuing Power of Attorney for Personal Care:

POWERS OF ATTORNEY

Last Name

First & Middle Name(s)

Address/Phone

Age

Relationship to you

Has your power of attorney for personal care consented to accept the position?

Yes

Would you like to appoint an alternate continuing power of attorney for personal care?

Yes

POWERS OF ATTORNEY

Last Name

First & Middle Name(s)

Address/Phone

Age

Relationship to you

Has your alternate power of attorney for personal care consented to accept the position?

Yes

Will Planning Form

INFORMATION FORM FOR WILL & ESTATE PLANNING

PART I — PERSONAL AND FAMILY INFORMATION

PERSONAL INFORMATION

MARITAL STATUS

Spouse Information

Children (List all children)

Grandchildren (List all grandchildren)

Siblings (Yours)

PART II - WILL INFORMATION

Who are you going to appoint to be the executor(s) of your estate?

Beneficiaries of your estate:

If your beneficiaries predecease you, who will be your alternate beneficiaries:

PART III — ASSETS

PART IV — POWERS OF ATTORNEY

1. POA for Property

2. POA for Personal Care

Finished! Please click "Submit" below.