Will Questionnaire

Full Legal Name ^*

Street Address ^*

City ^*

Province^*

Postal Code ^*

Date of Birth^*

Phone ^*

Email ^*

Best way to contact you? *^*

Occupation/ Employer

Do you own real estate? ^*

Yes

No

What other significant assets do you own? (cars, boats, vacation homes, etc.) ^*

Any assets outside of Canada? Provide list.^*

Do you own any interest in a corporation?^*

Yes

No

Do you have any existing trusts interests? (ex. family trust) *^*

Yes

No

What other investments do you hold? (ex: RRSPs)

How are your RRSP's held?^*

Select relationship status (check all that apply) ^*

Single

Divorced

Married

Common-law

Legally separated

Do you have an obligation to support a spouse or child?^*

Yes

No

Do you have children?^*

Yes

No

Are any of them disabled?^*

Yes

No

Are they dependent on you for support?^*

Yes

No

If yes, what are their names and birthdates?

Who would you like to be guardian of your minor children (if you have any)?

Is it possible you may have children in the future?^*

Yes

No

Are you an undischarged bankrupt?^*

Yes

No

Who are you leaving your assets to? (list each person or charity and what they will receive). If one of these people dies before you, who would you like to receive their gift? ^*

Who do you want to be the Executor of your estate? The executor is the person or trust company in charge of administering your estate.If they are unable to act, do you have a second choice? ^*

Are you excluding any immediate family from your will?^*

Yes

No

If yes, what are their names and birthdates?^*

Have you ever had a prior will?^*

Yes

No

If yes, where is it held?^*

Additional Comments

I acknowledge having read and understood the terms for submission of this questionnaire and consent to DCL Law contacting me to discuss its contents.

Will Questionnaire

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