ESTATE PLANNING QUESTIONNAIRE

Client Information

Click or drag a file to this area to upload.

Marital Status

Children

List all children from current or previous relationships.

Appointment of Executor

Please name individuals aged 19 or older. If you are married or common law, we highly recommend choosing the same individuals for both will-makers.
If you have a spouse or common law partner, it is recommended to appoint your spouse/partner as First Executor.
Optional but recommended

Distribution of Estate

For spouses, the following "Mirror Will" distribution is recommended:

1. To surviving spouse;

2. If spouses predeceases or no spouse, to all children in equal shares;

3. If child(ren) predeceases, to grandchildren.

Special gifts are irregular and generally discouraged except in extenuating circumstances. If you wish to make a special gift please specify and our lawyer will discuss this with you.