Please complete the survey in this secure environment.

Some information about you:

Last Name:
First Name:
Middle Name(s):
Email Address:
Date of Birth (MM/DD/YYYY):
Are you known by any other name, or spelling of your name?
Address: Street & No.
City
Province or State


BENEFICIARIES:

Are you married?
If so, to whom:
Last Name
First Name
Middle Names
Date of Birth

CHILDREN:

Do you have children?:
Use the spaces below for each child
*Last Name
First Name
Middle Names
Date of Birth
Residence: City, Province or State

*Last Name
First Name
Middle Names
Date of Birth
Residence: City, Province or State



*Last Name
First Name
Middle Names
Date of Birth
Residence: City, Province or State



*Last Name
First Name
Middle Names
Date of Birth
Residence: City, Province or State





*Last Name
First Name
Middle Names
Date of Birth
Residence: City, Province or State



If your spouse dies before you or is not the first beneficiary, do you want to leave the rest to your children
( if no go to bene)
If you are leaving anything to young persons, it is often wise to set up a trust administered by your Trustee to hold any money, invest it, and use it for the children until they are old enough to handle their own money. At what age do you believe your children should be able to handle the money on their own? See brochure

OTHER BENEFICIARIES:

Do you wish to leave specific items or amounts to a friend or relation?
What about a charity?
Last Name
First Name
Middle Names
Residence: City, Province or State
Relation to you:
Leave to this person: Specific Amount: $
Percentage of the balance of your estate: %
A specific gift described as:






Last Name
First Name
Middle Names
Residence: City, Province or State
Relation to you:
Leave to this person: Specific Amount: $
Percentage of the balance of your estate: %
A specific gift described as:






Last Name
First Name
Middle Names
Residence: City, Province or State
Relation to you:
Leave to this person: Specific Amount: $
Percentage of the balance of your estate: %
A specific gift described as:






Last Name
First Name
Middle Names
Residence: City, Province or State
Relation to you:
Leave to this person: Specific Amount: $
Percentage of the balance of your estate:%
A specific gift described as:






Last Name
First Name
Middle Names
Residence: City, Province or State
Relation to you:
Leave to this person: Specific Amount: $
Percentage of the balance of your estate:%
A specific gift described as:






Last Name
First Name
Middle Names
Residence: City, Province or State
Relation to you:
Leave to this person: Specific Amount: $
Percentage of the balance of your estate: %
A specific gift described as:






Is any beneficiary disabled so that an extended trust be set up to control any money going to that beneficiary?
*If yes, please provide details:
Under the laws of Ontario, and many provinces, and states, on a separation, any marital assets are divided equally between the spouses, with some exemptions, such as bequests in any estate. If you leave a bequest to your child, friend or relative, you can state that there is no community of property to the gift, so that if your beneficiary later divorces, their spouse has no right to demand the gift you leave be divided.
Do you wish this provision be included:
If your beneficiary, including your child, should die before you, or at the same time, but have children of your own, should your gift go to their heirs (often your grandchildren, nieces, nephews), or go to your other named beneficiaries? To do this, we use a latin term, "per stirpes" which translates at "through the stirrup" or down my bloodline, to my grandchildren, etc.
Do you wish this provision to be included?
The alternative is to provide that if your beneficiary dies before you, the gift goes back to the estate or to another beneficiary listed in your will. We use the latin term "per capita", or "on the head" of the party named. If this is your wish, please specify in the area for specific bequests.

TRUSTEE, EXECUTOR OR ADMINISTRATOR:

Who should be your Trustee to administer your wishes in your Will? See brochure

** Your spouse (only available if you are married or common law)
If your spouse is not able:
You can name one or more persons:
How many do you wish?
Last Name
First Name
Middle Names
Residence: City, Province or State
Relation to you:
Last Name
First Name
Middle Names
Residence: City, Province or State
Relation to you:
Last Name
First Name
Middle Names
Residence: City, Province or State
Relation to you:
Last Name
First Name
Middle Names
Residence: City, Province or State
Relation to you:
Last Name
First Name
Middle Names
Residence: City, Province or State
Relation to you:
How good is your Trustee at investing? Do you fully trust their judgment? Will they act prudently to protect your children?
You must trust the person(s) you name, or choose someone else,
but you can control the type of investments your Trustee can be involved in for the trust if you have concerns:
Do you wish to give your Trustee full powers to invest as they feel is appropriate, so long as they act in good faith:  
If not, What type of investments would you allow the Trustee to have:
 

GUARDIANS:

If you have young children, do you wish to name a guardian to take care of the children. This can be the same person as your Trustee, but one job is to take care of your children, and the other is to look after their money, so that different people can act as a safeguard. You can name one person, or a couple, and select substitutes if the first choice isn't available:
Last Name
First Name
Middle Names
Residence: City, Province or State


Last Name
First Name
Middle Names
Residence: City, Province or State


Do you have any specific burial or cremation wishes?
Any other concerns or instructions?

And that's about it.


Just fill in the relevant parts of the information and submit it to me. Arrange to pay, on-line, or by sending a cheque, and I will review your information and call you if anything is unclear. When or how is the best time to reach you?

Once your information is complete, I will prepare a formal Will for you. Many people do wills in simple common language, but, in my experience a formal Will is preferable, as each phrase has been developed over centuries and the meaning is clear and concise in law, while a "simplified" term may be subject to many meanings. In a Will you want to be precise, with as little room for argument over the wording as possible. I do include with the formal Will a simple version for your ease of reading, along with easy-to-follow instructions to sign the documents.

NEXT:
A word about powers of attorney. In many ways, appointing an attorney is more important to you than a Will. Your Will distributes what you had once you have no need for it any more. Your Power of Attorney protects you while you are alive, for your convenience, and if you are unable to protect yourself.

If you have a spouse, would they be the best choice?
If no, or if your spouse is not able, who would you like to take care of your investments and expenses: You can name one or more persons and they can act together, or in a specified order:

No. 1
Last Name
First Name
Middle Names
Residence: City, Province or State
Relation to you:





No. 2
Last Name
First Name
Middle Names
Residence: City, Province or State
Relation to you:





If you name more than one, do they act together
Either of them alone
The second person only if the first cannot act
Can they act at any time, for convenience, or other purpose or only if you are incapacitated or unable for illness or disability?
If you are infirm or unable to make your own health decisions, should the attorneys be the same person(s), or are there different persons?
Last Name
First Name
Middle Names
Residence: City, Province or State
Relation to you:



 


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