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Will & Power of Attorney Questionnaire

TESTATOR(S)

CHILDREN

Would you like the named Guardian to also be the Children's conservator? (The conservator is the person that will be in charge of the children's money and financial estate. Often the conservator and the guardian are the same person, but they do not have to be.)
If one of your children or beneficiaries predecease you, do you want their share of your estate to go to your other children or to his/her children?

RESIDENCY

SPECIAL CONSIDERATIONS

Do you have a current will?

SPECIAL REQUESTS

In your Will, you can gift or bequeath specific things to a specific person. If you would like to make this designation, please indicate that here. This can include family heirlooms, antiques, art, and special gifts. Please specify the relation between yourself and the beneficiary.

If that person that you named above has predeceased you, do you wish that specific piece of property to go to their children/heirs or to return to your estate?
Do you own any intellectual property (copyrights, trademakrs, patents)

DISINHERITANCE

ESTATE TRUSTEE (EXECUTOR)

Your Estate Trustee is the person that will help probate your estate, file the documents with the Court, have the authority to pay taxes, medical bills, and funeral costs, property or pay the cost of settling your estate. Your estate trust can be your spouse.

Select an option

BURIAL REQUESTS

In your Will, you can make specific request for your funeral arrangements. You can also write a letter of instructions and provide that to your loved ones, which is not included in your will.

Would you like to include your funeral and burial requests in your Will?
Cremation?

FAMILY DISASTER INSTRUCTIONS (CHECK ONE)

Select an option

RESIDUE

ADDITIONAL INSTRUCTIONS

POWERS OF ATTORNEY

Select an item (C$)

Thanks for submitting!

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