Wills

CLIENT PERSONAL INFORMATION SHEET

The purpose of this form is to evaluate the size of your estate and to gather the basic information for us to provide you with an opinion as to the length of time it will take to prepare your Will and the charges applicable. This questionnaire is designed in a manner that allows you to give pertinent information to our office without providing personal information (such as identification of bank accounts) on line that may put you at risk. An interview is a must in order to discuss the best way to distribute your assets and ensure that your Will is in compliance with your wishes, with the minimum tax consequences.

 

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  7. Full names of all children, if any:
  8. If single or divorced: are you planning to get married soon? :
  9. ASSETS: LIST OF ASSETS: We do not require that you give the dollar value of these assets as of now. Simply write down the municipal addresses of any real estate property you own, identify the year and make of the motor vehicles of value which you possess and list significant valuables such as jewelry, paintings, collections.
  10. APPOINTMENT OF YOUR EXECUTOR
  11. The executor is the person who will carry out your wishes under your Will. We suggest that you provide the names of the person(s) you trust and who you feel would be most competent to handle your affairs after your death. The person can be a spouse or a child over 18 years. We recommend that the person be younger than you and lives in Ontario.
  12. Names of Executor(s) in order of preference:
  13. The beneficiary is the person you wish to give your assets to. If the person is a minor, you may set up a trust to hold the assets for the minor until such time as the minor reaches of age. A spouse and/or children can be beneficiaries.
  14. Names of Beneficiaries and identification of gifts:
  15. SAFETY DEPOSIT BOXES
  16. Do you hold a safety deposit box?
  17. INSURANCE, ANNUITIES, RRSP's, DPSP's and PENSIONS:
  18. Do you have any life insurance?
  19. Do you have any annuities?
  20. Do you have any RRSPs?
  21. Do you have a pension plan?
  22. Do you have any other assets not identified above that you want to give to your beneficiary(ies)?
  23. MONEY ON DEPOSIT
  24. Do you have any savings in the bank?
  25. SHARES, BONDS, DEBENTURES, GUARANTEED INVESTMENT CERTIFICATES
  26. Do you have any shares, bonds, debentures or guaranteed investment certificates or other types of similar investments?
  27. INTERESTS IN PARTNERSHIP OR UNINCORPORATED BUSINESS:
  28. Do you have any interests in any partnership or unincorporated business?
  29. DEBTS INCLUDING MORTGAGES:
  30. SPECIAL CLAUSES:
  31. Do you wish to donate any organs?
  32. POWER OF ATTORNEY:
  33. BOOK YOUR APPOINTMENT
  34. SURVEY INFORMATION : Kindly advise us as to how you learned about NLCI Your Real Estate Lawyer Professional Corporation: select one of the following options: