Contact Information
Have you ever used any other names (e.g. your name is William but everyone calls you Bill)? If so, please indicate the other names:
Personal Information
Birth Information
Employment Information
Citizenship / Residency
Please list all your citizenships if more than one
In what state or province are you normally resident? (i.e. where do you live for the majority of the year)
Family Status
The area of family law is changing very rapidly. In order to advise you properly on your legal obligations to your partner or spouse, we need to ask you the questions in this section.
The term “Partner” means someone that you live with in a marriage-like relationship. It includes members of the same sex.
MM slash DD slash YYYY
If you are married, where did you get married?
If you are not legally married but are living with a partner, how long have you lived with that partner?
How many former spouses (including common law spouses) have you had?
If you have former spouses, please briefly describe your legal status in relation to them including any requirement to pay support or maintenance.
Full Legal Name of Your Partner
Other Names your Partner is known by:
Partner Information
Birth Information
Birth Date of your partner
Place of Birth of your Partner:
Partner Citizenship / Occupation
Please enter the occupation of your Partner:
Please list all citizenships of your Partner
How many children do you have (natural or adopted)?
Please type the names and birthdates for each of your children
Does any of your children or your partner’s children have any kind of disability?
Is there anyone other than your children dependent upon you for financial support (e.g. elderly parent or disabled sibling)?
Real Estate
Principal Residence
Do you own your principal residence (i.e. the place that you live in)?
Recreational Property
Investment/Other Real Estate
Additional Information
Types of Business Interests
Additional Info
Bank Accounts
Assets
Securities/Bonds/Shares/Mutual Funds (Not Including RRSPs)
Life Insurance
Pension Plans
RRSPs & RRIFs
Collectibles & Valuables
Personal Effects
Other Substantial Assets
Estate or Trust Interests
Foreign Assets
Liabilities
Environmental Issues
British Columbia’s environmental laws impose liability for environmental clean-up costs on any owner of land that is contaminated. An owner includes someone who is acting as an executor or trustee of an estate. As a result, we need to consider the environmental laws if these laws may apply to you. Please answer the following questions assuming that the activities referred to means chemical, construction, dry-cleaning, electrical, electronic, laboratory, machinery, metal fabrication, photo development, printing or publishing, service stations, textiles and wood preservation, vehicle maintenance or transportation or other similar activities.
Value of Estate
Executor(s)
Choosing an executor for your will is very important. Your executor(s) will receive an executor’s fee from your estate (determined by the law) for their services unless you instruct us otherwise.
First Choice
Note: if you are leaving the bulk of your estate to your partner/spouse, you may wish to consider appointing her/him as your executor in order to simplify matters.
Please choose the type of executor that you want.
If you are choosing an individual or individuals, please provide their full name(s), address(es), occupation(s) and relationship(s) to you. If you are choosing a trust company, you only need to provide the name of the trust company.
Second Choice
If your first choice for executor is not able to act for any reason (e.g. they do not survive you), you need to choose a second choice. Your second choice will not be appointed unless your first choice cannot act.
Please choose the type of executor that you want.
If you are choosing an individual or individuals, please provide their full name(s), address(es), occupation(s) and relationship(s) to you. If you are choosing a trust company, you only need to provide the name of the trust company.
Third Choice
And just to be especially safe … If your second choice for executor is not able to act for any reason (e.g. they do not survive you), you can choose a third choice. Your third choice will not be appointed unless your second choice cannot act.
Please choose the type of executor that you want.
If you are choosing an individual or individuals, please provide their full name(s), address(es), occupation(s) and relationship(s) to you. If you are choosing a trust company, you only need to provide the name of the trust company.
If any of the executors that you have named are professionals who could provide services to your estate (e.g. lawyers, accountants, investment managers), do you want them to be able to charge your estate their normal professional fees for those services? (As noted above, an executor receives a fee from your estate, set by law, for their services but you must decide whether they should also receive any other professional fees):
Goods & Gifts
Personal Goods
For each gift of personal goods, please describe the item that you want to give, indicate the full name of the recipient, their address, and their relationship to you.
Cash Gifts
For each gift of cash, please indicate the amount that you want to give, indicate the full name of the recipient, their address, and their relationship to you.
Specific Gifts of Real Estate or Other Property
For each of these gifts, please describe the property that you want to give, indicate the full name of the recipient, their address, and their relationship to you.
Charitable Gifts
For each charitable gift, please describe the item that you want to give or indicate the amount of cash to give and indicate the full name of the charity and their address if you have it. You should check with the charity to make sure that you have the correct legal name for the charity and that the charity is registered with Revenue Canada. If you give the wrong name for the charity, the gift may not be effective or may go to a different charity.
Pets
Please give name, address and relationship to you.
The Rest of Your Estate
The remainder of your estate will consist of everything that is left after payment of all your debts, liabilities and taxes as well as the payment of specific gifts that you have indicated above. In this section, you tell us what you want to do with the rest of your estate.
Provisions for Your Partner
Provisions for your Children
If you have minor children (or a mixture of minor and adult children), it is a good idea to set up a trust for them until they reach an age of your choice. Prior to this age, your trustee will be given the power to pay out funds for the children’s benefit (such as for education, health and other living expenses). Once they reach this age (or if they are already this age when you die), they will receive their portion of the trust funds absolutely. If you have only adult children, you can describe how you wish to provide for them at the end of this section.
Guardians for Minor Children
If you have any children who are under the age of majority (19 in British Columbia), it is important that you name a guardian for them who will be legally responsible for their care. If you do not name a guardian, a court application would have to be made in order to select a guardian.
First Choice
Note: if you are leaving the bulk of your estate to your partner/spouse, you may wish to consider appointing her/him as your executor in order to simplify matters.
Second Choice
If your first choice for guardian is not able to act for any reason (e.g. they do not survive you), you need to choose a second choice. Your second choice will not be appointed unless your first choice cannot act.
Other Beneficiaries … Everyone should complete this part.
If the above provisions fail for some catastrophic reason, how do you want the rest of your estate to be distributed? In other words, who would be the alternative beneficiaries? For individuals, please indicate their full name, address, occupation and relationship to you. For charities, please indicate the name of the charity after reading the note below (e.g. 50% to my friend, John Alexander Doe, of 123 Main St., Vancouver, BC and 50% to University of British Columbia).
Note on Charities: Please indicate the full name of the charity and their address if you have it. You should check with the charity to make sure that you have the correct legal name for the charity and that the charity is registered with Revenue Canada. If you give the wrong name for the charity, the gift may not be effective or may go to a different charity.
Your will should grant certain powers to your executor in order that she or he can administer your estate efficiently. We generally include a fairly extensive set of powers that gives the executor a great deal of flexibility in administering and investing your estate. You can either direct us to include our “standard” set of powers or you can give us specific instructions on what types of powers you would like your executor to have.
Other Instructions
Power of Attorney
First Power of Attorney
Please provide us with the following information about the person(s) you wish to act as your attorney(s):
Second Power of Attorney
Third Power of Attorney
Power of Attorney misc.
Financial Committee Members
First Financial Committee Member
If you would like to sign a Nomination of Committee, please provide the following information for the person(s) that you wish to act as Committee(s) of your financial affairs.
*Please indicate whether the persons you name are to act as primary (P), alternate (A) or co-Committees (C).
Second Financial Committee Member
*Please indicate whether the persons you name are to act as primary (P), alternate (A) or co-Committees (C).
Third Financial Committee Member
*Please indicate whether the persons you name are to act as primary (P), alternate (A) or co-Committees (C).
Person Committee
Please provide us with the following information for the person(s) that you wish to act as Committee(s) of your person:
First Person Committee Member
Please provide the us with the following information for the person(s) that you wish to act as Committee(s) of your your person:
*Please indicate whether the persons you name are to act as primary (P), alternate (A) or co-Committees (C).
Second Person Committee Member
Please provide the us with the following information for the person(s) that you wish to act as Committee(s) of your your person:
*Please indicate whether the persons you name are to act as primary (P), alternate (A) or co-Committees (C).
Third Person Committee Member
Please provide the us with the following information for the person(s) that you wish to act as Committee(s) of your your person:
*Please indicate whether the persons you name are to act as primary (P), alternate (A) or co-Committees (C).
First Representative
If you would like to sign a Representation Agreement please provide us with the following information for the person(s) you wish to act as Representative(s) for health care and personal matters:
*Please indicate whether the persons you name are to act as primary (P), alternate (A) or co-representatives (C). Typically, we are recommending a Power of Attorney for financial matters rather than a Representative Agreement. You may wish to discuss this with us further.
Second Representative
Please provide us with the following information for the person(s) you wish to act as Representative(s) for health care and personal matters:
*Please indicate whether the persons you name are to act as primary (P), alternate (A) or co-representatives (C). Typically, we are recommending a Power of Attorney for financial matters rather than a Representative Agreement. You may wish to discuss this with us further.
Third Representative
Please provide us with the following information for the person(s) you wish to act as Representative(s) for health care and personal matters:
*Please indicate whether the persons you name are to act as primary (P), alternate (A) or co-representatives (C). Typically, we are recommending a Power of Attorney for financial matters rather than a Representative Agreement. You may wish to discuss this with us further.
You can add a message if you wish to incorporate any additional comments.
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