Forms

Will Instruction Questionnaire

Step 1 of 8

Download the Will Questionnaire HERE or fill out the online form below:

Thank you for consulting us with respect to your Will.

We ask that you complete as much of this form as possible before we meet because it will provide us essential information and help us to identify the items we should discuss with you. Please do not hesitate to call us if you have questions.

Some parts of this questionnaire are intended to assist you to decide what should be in your Will. While you may not be able to answer all the questions, you will at least have an opportunity to think about them before we meet.

This form may not elicit from you all the information you wish to give us or which we will wish to obtain from you. Please make note of all additional information concerning you, your family, assets and liabilites you feel may be nexessary or helpful to us in advising you.

Unless requested to do so, we will not check the names of the registered owners of assets but will rely on the information you give us.

Please complete only ONE questionnaire per couple.

Thank-you.

Testamentary Wishes
Do you wish to leave your household goods and furniture, personal effects, jewelry and/or automobile to anyone in particular? If so please list item and name of person to receive the item.
Are there any gifts that you wish to make to relatives, friends, charitable organizations? If so, specify gift and provide full names, addresses and relationship.
Residue

After the above gifts have been made, is it your intention that the residue of your estate be given to your Spouse as:

Outright Gift - My spouse is to receive 100% of the residue of my estate if he or she survives me for 30 days.

Spouse or Partner Trust - My executor is to invest my estate and pay my spouse or partner 100% of the net annual income produced by the residue of my estate during my spouse's lifetime;
Choose One:
May your executor use the capital for the benifit of your spouse or partner if your executor thinks it is necessary?
On the death of your spouse, the remainder in trust is to be distributed to:
Other:
Please Note

If your spouse is not happy with what you leave him or her, your spouse can make a claim under the B.C. Wills Variation Act for a larger share of your estate. If your common law spouse/partner is not happy with what you leave him or her, he or she may have some claim against your estate under the Wills Variation Act or at common law. Please prepare and give us a copy of a draft memorandum setting out in as much detail as possible the reasons for excluding or limiting the gifts to your spouse or partner or why he or she is neither in need nor deserving.
Provision for Children
What provision do you want to make for your children AFTER any prior provisions for your spouse or partner?
Age:
In the event that any of your children predecease you, leaving children, do you wish your grandchildren to take the share which your child would have taken if he/she had survived you?
In the event that any of your children predecease you, leaving NO children, who do you wish to take the share which your child would have taken if he/she had survived you?
Please include Full Name | Relationship | Address | Age(if minor)
If your spouse and children all predecease you, who is to inherit the capital of your estate?
Full Name | Address | Occupation | Relationship | Age(if minor)
Do you wish to give your guardian a cash bequest or some other gift to assist them with their new responsibilities in caring for your minor children?
If so, state amount of bequest: