BC Will Planning — Tell Us About Your Estate Step 1 of 19 – Personal Information 5% Full Legal Name(Required) First Middle Last OccupationAddress Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanÅland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongoCongo, Democratic Republic of theCook IslandsCosta RicaCôte d'IvoireCroatiaCubaCuraçaoCyprusCzechiaDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRéunionRomaniaRussian FederationRwandaSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyria Arab RepublicTaiwanTajikistanTanzania, the United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTürkiyeTurkmenistanTurks and Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUS Minor Outlying IslandsUzbekistanVanuatuVenezuelaViet NamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabwe Country Home PhoneWork PhoneMobile PhoneFaxEmail 1(Required) Email 2 CitizenshipDomicile (permanent residence)Birth Date BirthplaceName at birth if different from above First Middle Last Present Marital Status Married (and not separated) Widowed (including living common law) Separated (including living common law) Divorced (including living common law) Single (including living common law) SpouseName of spouse in full First Middle Last Spouse Birth Date Spouse Birth LocationSpouse CitizenshipSpouse Domicile (permanent residence)Your domicile at time of marriageMarriage Date Marriage LocationDid you have a marriage contract? Yes No Marriage ContractAccepted file types: pdf, doc, docx, jpg, rtf, Max. file size: 300 MB. Please attach a copy if one exists Previous MarriagesHave you or your spouse been previously married? Yes No Please give name(s) of previous spouse(s) Your ChildrenPlease give full names and ages of all your children. Any special circumstances relating to infirmity, adoption, legitimacy, custody, etc. must be noted or discussed. Do you have children?(Required) Yes No Children Full Names and Dates of BirthFull NameBirth DateAddress Add RemovePlease indicate with an asterisk (*) any child that is not the child of both you and your spouse. If your children do not reside with you please note their current addresses.Click (+) button to add more → Assets – Real EstateStreet Address of Residence Street Address City State / Province / Region AfghanistanÅland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongoCongo, Democratic Republic of theCook IslandsCosta RicaCôte d'IvoireCroatiaCubaCuraçaoCyprusCzechiaDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRéunionRomaniaRussian FederationRwandaSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyria Arab RepublicTaiwanTajikistanTanzania, the United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTürkiyeTurkmenistanTurks and Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUS Minor Outlying IslandsUzbekistanVanuatuVenezuelaViet NamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabwe Country Market value (approx.)Registered OwnersMortgages on propertyIs mortgage life insured? Yes No Assets – Additional Real EstateLegal descriptionStreet Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanÅland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongoCongo, Democratic Republic of theCook IslandsCosta RicaCôte d'IvoireCroatiaCubaCuraçaoCyprusCzechiaDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRéunionRomaniaRussian FederationRwandaSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyria Arab RepublicTaiwanTajikistanTanzania, the United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTürkiyeTurkmenistanTurks and Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUS Minor Outlying IslandsUzbekistanVanuatuVenezuelaViet NamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabwe Country Market value (approx)Registered OwnersMortgages on propertyIs mortgage life insured? Yes No Assets – ContinuedHousehold Goods and Furnishings – Approximate ValueList any personal property including jewelry, automobiles, boats, etc. of particular importance or value (approximate value):ItemValue Add RemoveClick (+) button to add more →Bank accounts and term deposits including address of bank, number of account and names in which the accounts are registeredItemValue Add RemoveClick (+) button to add more →RRSP/RRIFs. Please note the name of trustee, registration number and beneficiaryItemValue Add RemoveClick (+) button to add more →Mortgages/Agreements for Sale owing to youItemValue Add RemoveClick (+) button to add more →Other debts owing to you (family debts, notes, etc.)ItemValue Add RemoveClick (+) button to add more →Life insurance policies you hold. Please state the company with which policy is held, the policy number and beneficiary named in the policy(ies)ItemValue Add RemoveClick (+) button to add more →Are you a recipient or potential recipient of a pension? If yes, please give detailsStocks and bonds (estimated total value of portfolio). Please give name of brokerage firm and account number as well as location of certificatesInterest you have in a business (proprietorship/partnership/unincorporated/incorporated)If you have a interest in a business, please provide a copy of latest financial statements and any buy/sell agreements with respect to private company shares (consider necessity of buy/sell agreement) Drop files here or Select files Accepted file types: pdf, doc, docx, jpg, rtf, Max. file size: 25 MB, Max. files: 15. Do you have an interest as a beneficiary in another estate, trust or power to appoint? If yes, please give detailsList any other substantial assetsItemValue Add RemoveClick (+) button to add more →ESTIMATED GROSS VALUE OF ESTATE LiabilitiesPersonal loans owingItemValue Add RemoveClick (+) button to add more →List any other substantial liabilities (including guarantees)ItemValue Add RemoveClick (+) button to add more → Part III – Organization of WillThe following is a guide for the organization of the typical will. Please complete to the best of your ability.EXECUTORSThe executors step into the shoes of the deceased, gather in his/her asscts, pay his/her debts and distribute the estate in accordance with the terms of the will. Please name two executors (either together or in the alternative) in case your first choice is unable to act as executor. If your spouse is the sole beneficiary in the first instance, he/she should probably be sole executor. Please give full names, addresses, occupation and relationship to you.ExecutorsFull NameAddressOccupationRelationship Add RemoveClick (+) button to add more → GuardiansYou should appoint guardians for your children in case you and your spouse do not survive their minority (under age 19). Please name primary and alternate guardians in case your first choice is unable to act as guardian. Please give full names, addresses, occupations and relationship to you.GuardiansFull NameAddressOccupationRelationship Add RemoveDo you wish to leave a special cash bequest to the person who acts as guardian of your children? If so, will such bequest be conditional upon such person acting as guardian or is it an outright bequest? DistributionSpecial Bequests/Charitable DonationsBequests of specific items and/or sums of money. For each beneficiary please give full names, address, occupation and relationship to you. Please note that these specific items and/or sums of money will be given and paid to the specified beneficiaries before the bulk of the estate is distributed and will therefore reduce the amount of the “residue” passing to beneficiaries. Distribution – ContinuedDo you wish to leave the residue of your estate to your spouse if he/she survives you? Yes No Distribution – ChildrenIf your spouse fails to survive you do you wish to leave your estate to your children? Yes No If your children are minors:At what age do you wish them to receive their share of your estate?If any child fails to live to that age, do you wish his/her children, if any, to receive that share of your estate? Distribution – InstructionsIf no spouse or child survives you, who do you wish to receive the residue of your estate?If your instructions are other than as contemplated above, please outline your instructions Trustee PowersYour executor is also the trustee of your estate and should be given direction regarding investment of the “trust fund” which makes up the residue of your estate. Your trustee may be given powers additional to those allowed under the law. Some important powers are:To Invest: Do you wish your trustee to be given restrictive investment powers Yes No Unsure To Invest: Be given broad powers of investment allowing your trustee to use his/her discretion in investing your “trust funds” Yes No Unsure To settle accounts and claims Yes No Unsure To use income and capital of infant beneficiary for his/her benefit, power to pay guardian or beneficiary directly on attaining the age of majority. (In British Columbia infant means under age 19.) Yes No Unsure To deal with retained real estate Yes No Unsure To mortgage property to raise funds without selling Yes No Unsure To carry on or discontinue a business Yes No Unsure To buy additional shares, and/or participate in re-organization of your company, if applicable Yes No Unsure To delegate trustee's functions to another party (e.g, a trust company) Yes No Unsure To distribute “in specie” (i.e. distribute assets comprising “trust fund” without converting those assets to cash before distribution) Yes No Unsure To borrow, lend or grant and renew guarantees Yes No Unsure Trustee Powers NotesDo you have any special provisions you wish to insert in your will regarding your funeral or remains (eg. burial/cremation)?Please note any additional questions, comments or provisions you wish to make: SAFEKEEPING OF WILLWe recommend to all clients that they instruct us to file a Wills Notice with the Department of Vital Statistics advising as to the date of execution and location of their wills.Where do you wish to store your original will? At Our Office At Your Bank Other Bank NameBank Address Street Address City State / Province / Region AfghanistanÅland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongoCongo, Democratic Republic of theCook IslandsCosta RicaCôte d'IvoireCroatiaCubaCuraçaoCyprusCzechiaDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRéunionRomaniaRussian FederationRwandaSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyria Arab RepublicTaiwanTajikistanTanzania, the United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTürkiyeTurkmenistanTurks and Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUS Minor Outlying IslandsUzbekistanVanuatuVenezuelaViet NamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabwe Country Part IV – Incapacity PlanningA will deals with the distribution of your estate upon death. An essential but often overlooked component of estate planning is putting a plan in place that allows for asset management and substitute decision making in the event of your subsequent incapacity. We strongly recommend that every adult put planning in place to deal with the possibility of their subsequent incapacity. Please answer the following questions if you would like us to assist you with your incapacity planning.Enduring power of attorneyHave you signed an Enduring Power of Attorney giving someone authority to look after your financial affairs if you should become incapacitated? Yes No Please provide us with a copyAccepted file types: pdf, doc, docx, jpg, rtf, Max. file size: 300 MB. Would you like our office to prepare a Power of Attorney? Yes No Representation AgreementWould you like our office to prepare a Representation Agreement? Yes No FinalizingYou’ve answered all our questions. Click submit to send us your form.
