Will Questionnaire

Once you have completed this questionnaire please call us at (250) 426-4352 to schedule an appointment to discuss your will & estate planning options. We are wheelchair accessible and in-home visits are available. Thank you, from all of us here at Smith Alliance. We look forward to assisting you!

* How does your name appear on your birth certificate?

(If different from your birth certificate) What name do you currently use?

* Your Address

Street Address

Address Line 2

City

State / Region / Province

ZIP / Postal Code

Country

Home Phone

Other Phone

* Birthdate

* Place of Birth

Occupation

Are you married or living in a common-law relationship?

Yes

Name of Spouse

First

Last

Spouses Occupation

Spouses Date of Birth

Spouses Place of Birth

Are you divorced or separated?

Yes

Please provide details on your divorce or separation

Are you contemplating a marriage in the near future?

Yes

Do you have any children? (Natural or legally adopted)

Yes

Please provide your childrens full legal name(s), age(s) and occupation(s)

Do any of your children have any disabilities?

Yes

Please list your childs disability

Have any of your children predeceased you?

Yes

If your children are under the age of 19, what age would you like your children to receive their inheritance?

re and upbringing of your child)If your children are under the age of 19, who would you like to appoint as their guardian? ( *** Note *** The guardian is the person who will look after the daily care)

First Choice

Alternate Choice

Second Choice

Who would you like to be the Executor of your Estate? ( *** Note *** The executor of your estate is the person who will handle the legal and financial paperwork for your estate. They will have control over your assets until your estate is finally distributed)

First Choice

Second Choice

Third Choice

Do you own any real estate?

Yes

Please tell me where the property is located and if you own it in your name only or jointly with another person(s).

How would you like your estate divided?

If the beneficiary/ies listed above were to predecease you, then how would you like your estate divided?

Do you have life insurance?

Yes

Who is the beneficiary of your life insurance policy?

First

Last

Do you have any pensions, investments and/or RRSPs?

Yes

Please tell me which pensions, investments and/or RRSPs you have and whether or not there is a beneficiary named for them including for any death benefits.

What is the name(s) of your accountant and/or financial advisor, if any, that are assisting you with your financial matters?

First

Last

Do you own or operate a business?

Yes

Please provide me with details.

Would you like any clauses in your Will regarding funeral arrangements? If so, please describe below.

What type(s) of Income do you have? (salary, pensions, investments)

What type(s) of Expenses do you have each month?(rent, loans, bills)

Where do you normally conduct your banking?

What type(s) of accounts do you have at this bank?

Do you have a safety deposit box?

Yes

Do you own any assets outside of the province of BC?

Yes

Please tell me the type of assets & where they are located?

Do you suffer from any medical conditions which may affect your mental ability to think clearly or to make decisions?

Yes

(Alzheimer’s, depression, bi-polar disorder, dementia, head injury, drug or alcohol addiction)

Please provide details of your medical condition(s).

* Are you currently taking any drugs or medication which could affect your ability to think clearly or to make decisions?

Yes

Please provide details.

Please list any additional questions or concerns you would like me to be aware of while preparing your will.

Disclaimer: Please note that this website provides general legal information only and nothing within it should be considered to be legal advice. You should consult a lawyer to obtain legal advice about your particular legal matter. No solicitor/client relationship is created by using this site.

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