Wills Complete Form

LAST WILL AND TESTAMENT & POWER OF ATTORNEY INSTRUCTIONS

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If you would like to proceed with the preparation of Wills and/or Powers of Attorney with our office, simply submit this completed form along with a retainer payment as requested in a separate email. Please note that only one form needs to be completed between spouses (if applicable).

Date
Choose one option
TESTATOR NAME(S)
Testator 1 Full Legal Name
(if any)
CONTACT INFORMATION
Address
I/We recognize and accept the risks associated with communicating by email, including (but without limitation) the lack of security, unreliability of delivery, and possible loss of confidentiality and privilege. My/Our initials below authorize you to communicate and forward documents to me/us via email and understand that you accept no responsibility or liability in respect of risk associated with its use.
PARTICULARS OF TESTATOR 1
DOB Testator1
Date of Birth
Citizen of:
Are you a citizen of another country?
Please Indicate Your Current Marital Status
Do you have a current will?
PARTICULARS OF THE ESTATE

Real Estate

Principal Residence
Mortgage on Principal Residence
Other Property
Real Estate Outside province

Bank Accounts

Bank Account 1
Bank Account 2
Bank Account 3
Bank Account 4
Need More Banks
Safety Deposit Box

RRSPs

RRSP (1)
RRSP (2)
RRSP (3)
Need More RRSPs

Pension Plans

Plan 1

Pension Plan 1 Date of Retirement
Retirement Date

Plan 2

Pension Plan 2 Date of Retirement
Retirement Date

Term Deposits/Bonds/Securities

Life Insurance

(1)

Life Insurance 1 Insured/Insurer
Life Insurance 1 Policy/Beneficiary

(2)

Life Insurance 2 Insured/Insurer
Life Insurance 2 Policy/Beneficiary
More Life Insurance Policies?

NOTE:

If there are named beneficiaries in the life insurance policy(ies) or RRSP(s), the beneficiary designations over-ride the terms of the Will, unless the Will specifically states otherwise. If you want the terms of your Will to govern, the named beneficiary(ies) in the insurance policy and/or RRSP should be set out as "My Estate".

PERSONAL PROPERTY

(i.e. Vehicles, boats, jewellery, artwork, antiques, etc.)

Particulars of Debts

Business Interests

Why do we ask for this? Depending on the value of the business it may be recommended to prepare Primary and Secondary Wills

(1)

Business 1 Shareholder Agreement
Add another business
EXECUTOR(S) (also referred to as Estate Trustee)

ALTERNATE EXECUTOR(S)

(1) First Alternate Executor

Alternate Executor 1 Full Name
Alternate Executor 1 Address

(2) Second Alternate Executor

Alternate Executor 2 Full Name
Alternate Executor 2 Address
BENEFICIARIES
Beneficiaries Choice
Other Beneficiaries Choice
PARTICULARS OF BEQUEST, DEVISE OR LEGACY (specific property or monetary gifts)
Include Gifts?
DISTRIBUTION OF CHILD'S SHARE (IF ANY)
If child predeceases the Testator then share goes to:
GUARDIAN(S) FOR INFANT CHILDREN (under 18 years of age)
Guardians Choice
FAMILY DISASTER INSTRUCTIONS
Family Disaster Choice
ADDITIONAL COMMENTS
Additional Comments Choice
BURIAL INSTRUCTIONS
Burial Instructions Choice
AUTHORIZATION
I understand that a Last Will and Testament and Powers of Attorney are legal documents that will have a binding effect only when properly signed and witnessed (by two witnesses that are not related to me). I understand that draft documents will be prepared by your office using the information provided on this intake form. By submitting this form I authorize Beffa Law to prepare my Last Will and Powers of Attorney and to invoice me for professional services rendered, even if I decide not to proceed with the execution of my Last Will and/or Powers of Attorney. I understand that the completion of this form DOES NOT constitute a valid Last Will or Power of Attorney.