Estate Planning Questionnaire

Client Information

First Name *

Middle Name

Last Name *

Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Phone

Email *

Occupation

Date of Birth *//

Place of Birth *

Please attach a copy of your driver's license, BC Services Card or other photo ID *

Click or drag a file to this area to upload.

Marital Status

Marital Status *

Name of Spouse/Partner

Spouse's/Partner's Date of Birth//

Spouse's/Partner's Place of Birth

Any previous marriages?

Yes
No

Name of previous spouse

Children

List all children from current or previous relationships.

Do you have any children? *

Name of Child #1

Birthdate of Child #1//

Name of Child #2

Birthdate of Child #2//

Name of Child #3

Birthdate of Child #3//

Names and Birthdates of Additional Children

Do you have minor children for whom you need to appoint a guardian?

No
Yes

Name of First Guardian

Relationship to Will-Maker

Name of Alternate Guardian

Relationship to Will-Maker

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.

Name of First Executor *

If you have a spouse or common law partner, it is recommended to appoint your spouse/partner as First Executor.

Relationship to Will-Maker *

Name of First Alternate Executor *

Relationship to Will-Maker *

Name of Second Alternate Executor

Optional but recommended

Relationship to Will-Maker

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.

Distribution

Proceed with recommended distribution
Please distribute as follows:

Paragraph Text

Age at which children shall receive their portion of the estate (at least 19 years of age):

Distribute estate to multiple children as follows:

When each child reaches the set age
All at once when the youngest child reaches the set age

Please distribute my estate as follows:

Any family members with terminal illness, disability or other extenuating circumstances that warrant extra care of concern?

No
Yes

Please specify:

Any Special Gifts?

No
Yes

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.

Please specify:

Any other comments?

I also wish to establish the following agreements:

Representation Agreement
Power of Attorney

Representation Agreement Form

Power of Attorney Form

Client Information

Marital Status

Children

Appointment of Executor

Distribution of Estate

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