BC Will Planning — Tell Us About Your Estate

Step 1 of 19 – Personal Information

Full Legal Name(Required)

First Middle Last

Occupation

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Home Phone

Work Phone

Mobile Phone

Fax

Email 1(Required)

Email 2

Citizenship

Domicile (permanent residence)

Birth Date

MM slash DD slash YYYY

Birthplace

Name 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)

Spouse

Name of spouse in full

First Middle Last

Spouse Birth Date

MM slash DD slash YYYY

Spouse Birth Location

Spouse Citizenship

Spouse Domicile (permanent residence)

Your domicile at time of marriage

Marriage Date

MM slash DD slash YYYY

Marriage Location

Did you have a marriage contract?

Yes

Marriage Contract

Accepted file types: pdf, doc, docx, jpg, rtf, Max. file size: 300 MB.

Please attach a copy if one exists

Previous Marriages

Have you or your spouse been previously married?

Yes

Please give name(s) of previous spouse(s)

Your Children

Please 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

Children Full Names and Dates of Birth

Full Name

Birth Date

Address

Please 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 Estate

Street Address of Residence

Street Address City State / Province / Region Country

Market value (approx.)

Registered Owners

Mortgages on property

Is mortgage life insured?

Yes

Assets – Additional Real Estate

Legal description

Street Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Market value (approx)

Registered Owners

Mortgages on property

Is mortgage life insured?

Yes

Assets – Continued

Household Goods and Furnishings – Approximate Value

List any personal property including jewelry, automobiles, boats, etc. of particular importance or value (approximate value):

Item

Value

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Bank accounts and term deposits including address of bank, number of account and names in which the accounts are registered

Item

Value

Click (+) button to add more →

RRSP/RRIFs. Please note the name of trustee, registration number and beneficiary

Item

Value

Click (+) button to add more →

Mortgages/Agreements for Sale owing to you

Item

Value

Click (+) button to add more →

Other debts owing to you (family debts, notes, etc.)

Item

Value

Click (+) 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)

Item

Value

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Are you a recipient or potential recipient of a pension? If yes, please give details

Stocks and bonds (estimated total value of portfolio). Please give name of brokerage firm and account number as well as location of certificates

Interest 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

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 details

List any other substantial assets

Item

Value

Click (+) button to add more →

ESTIMATED GROSS VALUE OF ESTATE

Liabilities

Personal loans owing

Item

Value

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List any other substantial liabilities (including guarantees)

Item

Value

Click (+) button to add more →

Part III – Organization of Will

The following is a guide for the organization of the typical will. Please complete to the best of your ability.

EXECUTORS

The 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.

Executors

Full Name

Address

Occupation

Relationship

Click (+) button to add more →

Guardians

You 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.

Guardians

Full Name

Address

Occupation

Relationship

Do 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?

Distribution

Special Bequests/Charitable Donations

Bequests 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 – Continued

Do you wish to leave the residue of your estate to your spouse if he/she survives you?

Yes

Distribution – Children

If your spouse fails to survive you do you wish to leave your estate to your children?

Yes

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 – Instructions

If 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 Powers

Your 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

Unsure

To Invest: Be given broad powers of investment allowing your trustee to use his/her discretion in investing your “trust funds”

Yes

Unsure

To settle accounts and claims

Yes

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

Unsure

To deal with retained real estate

Yes

Unsure

To mortgage property to raise funds without selling

Yes

Unsure

To carry on or discontinue a business

Yes

Unsure

To buy additional shares, and/or participate in re-organization of your company, if applicable

Yes

Unsure

To delegate trustee's functions to another party (e.g, a trust company)

Yes

Unsure

To distribute “in specie” (i.e. distribute assets comprising “trust fund” without converting those assets to cash before distribution)

Yes

Unsure

To borrow, lend or grant and renew guarantees

Yes

Unsure

Trustee Powers Notes

Do 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 WILL

We 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 Name

Bank Address

Street Address City State / Province / Region Country

Part IV – Incapacity Planning

A 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.