Wills Complete Form

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 *

Name of the person completing this form *

How did you find us?

Please Specify

Choose one option *

Single's Will
Couple's Will

TESTATOR NAME(S)

Testator 1 Full Legal Name *

First

Middle

Last

Testator 2 Full Legal Name

First

Middle

Last

Testator #1 - other names

(if any)

Testator #2 - other names

(if any)

CONTACT INFORMATION

Address

Address Line 1

City

State / Province / Region

Postal Code

Country

Home Phone

Business Phone 1

Business Phone 2

Cell Phone 1

Cell Phone 2

Email 1

Email 2

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.

Initials: Testator #1

Initials: Testator #2

PARTICULARS OF TESTATOR 1

DOB Testator1

Date of Birth

POB Testator1

Citizenship Testator 1

Citizen of:

Second Citizenship Testator 1

Are you a citizen of another country?

Occupation Testator1

Employer Testator1

PARTICULARS OF TESTATOR 2

DOB Testator2

Date of Birth

POB Testator2

Citizenship Testator 2

Citizen of:

Second Citizenship Testator 2

Are you a citizen of another country:

Occupation Testator2

Employer Testator2

Marital Status

Please Indicate Your Current Marital Status

Date of Marriage

Marriage Contract

I do not have a contract
I have a contract

Marriage contract Date

Date of Separation Agreement

Date of Cohabitation

Cohabitation Contract

I do not have a contract
I have a contract

Cohabitation contract Date

Proposed Date of Marriage:

Do you have a current will?

No
Yes

What is the date of the current will?

PARTICULARS OF THE ESTATE

Real Estate

Principal Residence

Address Line 1

City

State / Province / Region

Postal Code

Country

Mortgage on Principal Residence

Mortgage on Principal Residence

Principal Residence Manner of Title

Manner of Title

Other Property

I have another property in this province

Other Property

Address Line 1

City

State / Province / Region

Postal Code

Country

Mortgage on Other Property

Mortgage on Other Property

Other Property Manner of Title

Manner of Title

Real Estate Outside province

I have other Real Estate outside this province

Details of Real Estate outside this province

Bank Accounts

Bank Account 1

First

Last

Bank Account 2

First

Last

Bank Account 3

First

Last

Bank Account 4

First

Last

Need More Banks

More Accounts?

Bank Account 5

First

Last

Bank Account 6

First

Last

Bank Account 7

First

Last

Bank Account 8

First

Last

Safety Deposit Box

I have a Safety Deposit Box

Safety Box Location

Safety Box Content

Details of Content

RRSPs

RRSP (1)

First

Last

RRSP (2)

First

Last

RRSP (3)

First

Last

Need More RRSPs

More RRSPs?

RRSP (4)

First

Last

RRSP (5)

First

Last

RRSP (6)

First

Last

Pension Plans

Plan 1

Pension Plan 1 Description

Pension Plan 1 Pension Holder

Pension Plan 1 Date of Retirement

Retirement Date

Pension Plan 1 Beneficiary

Pension Plan 1 Death Benefit

Plan 2

Pension Plan 2 Description

Pension Plan 2 Pension Holder

Pension Plan 2 Date of Retirement

Retirement Date

Pension Plan 2 Beneficiary

Pension Plan 2 Death Benefit

Term Deposits/Bonds/Securities

Term Deposits Details

Term Deposits Investment Adviser Name

Term Deposits Investment Agent Contact Info

Life Insurance

(1)

Life Insurance 1 Insured/Insurer

First

Last

Life Insurance 1 Policy/Beneficiary

First

Last

(2)

Life Insurance 2 Insured/Insurer

First

Last

Life Insurance 2 Policy/Beneficiary

First

Last

More Life Insurance Policies?

More Life Insurance?

(3)

Life Insurance 3 Insured/Insurer

First

Last

Life Insurance 3 Policy/Beneficiary

First

Last

(4)

Life Insurance 4 Insured/Insurer *

First

Last

Life Insurance 4 Policy/Beneficiary *

First

Last

Life Insurance Agent Name

Life Insurance Agent Contact Info

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.)

Personal Property Description

Particulars of Debts

Credit Cards

Lines of Credit:

Other Creditors

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 - name and address

Business 1 - Role in the business

Business 1 Shareholder Agreement

I have a Shareholder Agreement

Business 1 Principal Shareholders (copy)

Business 1 - Approximate Value

Business 1 - Corporate Lawyer

Business 1 - Corporate Accountant

Add another business

Add another business?

(2)

Business 2 - name and address

Business 2 - Role in the business

Business 2 Shareholder Agreement

I have a Shareholder Agreement

Business 2 Principal Shareholders

Business 2 - Approximate Value

Business 2 - Corporate Lawyer

Business 2 - Corporate Accountant

EXECUTOR(S) (also referred to as Estate Trustee)

Executor Choice *

(1) First Executor

Executor 1 Full Name

First

Middle

Last

Executor 1 Address

Address Line 1

City

State / Province / Region

Postal Code

Country

Executor 1 relationship

(2) Second Executor

Executor 2 Full Name

First

Middle

Last

Executor 2 Address

Address Line 1

City

State / Province / Region

Postal Code

Country

Executor 2 Relationship

ALTERNATE EXECUTOR(S)

(1) First Alternate Executor

Alternate Executor 1 Full Name

First

Middle

Last

Alternate Executor 1 Address

Address Line 1

City

State / Province / Region

Postal Code

Country

Alternate Executor 1 Relationship

(2) Second Alternate Executor

Alternate Executor 2 Full Name

First

Middle

Last

Alternate Executor 2 Address

Address Line 1

City

State / Province / Region

Postal Code

Country

Alternate Executor 2 Relationship

BENEFICIARIES

Beneficiaries Choice

Surviving Spouse
If No Surviving Spouse, then children alive at death

(1) First Child

First Child Name

First

Middle

Last

First Child Age

First Child Address Choice

Child lives with me
Child has a different address

First Child Address

Address Line 1

City

State / Province / Region

Postal Code

Country

First Child Marriage Status

Not Married
Married

First Child Spouse Name *

First

Last

Spouse Name

First Child Grandchildren Choice

Child does NOT have Grandchildren
Child has Grandchildren

Child 1 Grandchild 1 Name/Age

First

Last

Child 1 Grandchild 2 Name/Age

First

Last

Child 1 Grandchild 3 Name/Age

First

Last

Add Child 2

Add Another Child?

(2) Second Child

Second Child Name

First

Middle

Last

Second Child Age

Second Child Address Choice

Child lives with me
Child has a different address

Second Child Address

Address Line 1

City

State / Province / Region

Postal Code

Country

Second Child Marriage Status

Not Married
Married

Second Child Spouse Name *

First

Last

Spouse Name

Second Child Grandchildren Choice

Child does NOT have Grandchildren
Child has Grandchildren

Child 2 Grandchild 1 Name/Age

First

Last

Child 2 Grandchild 2 Name/Age

First

Last

Child 2 Grandchild 3 Name/Age

First

Last

Add Child 3

Add Another Child?

(3) Third Child

Third Child Name

First

Middle

Last

Third Child Age

Third Child Address Choice

Child lives with me
Child has a different address

Third Child Address

Address Line 1

City

State / Province / Region

Postal Code

Country

Third Child Marriage Status

Not Married
Married

Third Child Spouse Name *

First

Last

Spouse Name

Third Child Grandchildren Choice

Child does NOT have Grandchildren
Child has Grandchildren

Child 3 Grandchild 1 Name/Age

First

Last

Child 3 Grandchild 2 Name/Age

First

Last

Child 3 Grandchild 3 Name/Age

First

Last

Not Biological Child Choice

No
Yes

Is any of the above children not your biological child?

Not Biological children

Child Disabilities

No
Yes

Do any of your children have a physical or mental disability?

Disabilities Details

Other Beneficiaries Choice

If No Surviving Spouse or children, then other Beneficiaries

(1) Other Beneficiary

(1) Other Beneficiary Name

First

Middle

Last

(1) Other Beneficiary Address

Address Line 1

City

State / Province / Region

Postal Code

Country

(1) Other Beneficiary Relationship

(1) Other Beneficiary Property/Amount

Add Another Beneficiary Choice

Add Another Beneficiary

(2) Other Beneficiary

(2) Other Beneficiary Name

First

Middle

Last

(2) Other Beneficiary Address

Address Line 1

City

State / Province / Region

Postal Code

Country

(2) Other Beneficiary Relationship

(2) Other Beneficiary Property/Amount

PARTICULARS OF BEQUEST, DEVISE OR LEGACY (specific property or monetary gifts)

Include Gifts?

Would you like to leave to someone a specific property or monetary gifts?

(1)

Gifts 1 - Name

First

Middle

Last

Gifts 1 - Address

Address Line 1

City

State / Province / Region

Postal Code

Country

Gifts 1 - Relationship

Gifts 1 Description

Gifts Additional Item

Add one more item

(2)

Gifts 2 - Name

First

Middle

Last

Gifts 2 - Address

Address Line 1

City

State / Province / Region

Postal Code

Country

Gifts 2 - Relationship

Gifts 2 Description

NOTE: In some instances where an individual would like to leave personal possessions or property to specific individuals (such as jewellery, furniture, collections, etc.) it is more appropriate to incorporate by reference a handwritten memorandum to your Will.

Memo for Gift Instructions Choice

Request Instructions for Memorandum to Will

DISTRIBUTION OF CHILD'S SHARE (IF ANY)

If child predeceases the Testator then share goes to:

Issue (i.e. grandchildren)
Surviving Siblings (brothers and/or sisters)

Capital Is Distributed as Follows: (Example: Deliver 1/3 to children at age 21, Deliver 1/3 to children at age 24, Deliver balance to children at age 28)

Age 18 (%)

Age 21 (%)

Age 24 (%)

Age 28 (%)

If Other, Please Provide Details:

GUARDIAN(S) FOR INFANT CHILDREN (under 18 years of age)

Guardians Choice

Add Guardians for children under 18 years?

Guardian 1 Name

First

Middle

Last

Guardian 2 Name

First

Middle

Last

Guardian(s) Address

Address Line 1

City

State / Province / Region

Postal Code

Country

Guardian(s) - Relationship

FAMILY DISASTER INSTRUCTIONS

Family Disaster Choice

Divide half of my estate between my siblings and the other half between my spouse's siblings
Divide half my estate between my parents and the other half between my spouse's parents
Other Disposition:

Family Disaster Other Disposition Details

ADDITIONAL COMMENTS

Additional Comments Choice

Do you want to add any additional comments?

Additional Comments Text

BURIAL INSTRUCTIONS

Burial Instructions Choice

Do you want to add any burial instructions?

Burial Instructions Text

Special instructions regarding funeral, cremation or burial instructions are best handled by a letter of instruction (separate from your will) to your family or other responsible person.

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.

Initials Authorization Testator 1 *

Initials Authorization Testator 2

LAST WILL AND TESTAMENT & POWER OF ATTORNEY INSTRUCTIONS