Wills Form

Step 1 of 7

Distribution Of Estate

Personal Effects:(Required)

You may wish to leave a list with your Trustee (instead of specifically naming recipients in will itself). If a separate list is kept, the following will appear in your will: “I give to my Trustee all of my articles of personal, domestic and household use or ornament belonging to me at my death (including all automobiles and accessories thereto), confident that my Trustee will carry out my wishes as evidenced by my instructions or by the labeling of any such articles notwithstanding that such instructions may not be in a testamentary form.”

I wish to leave a list with my Trustee

I wish to specify certain articles as gifts in my will

Specific Articles(Required)

Specific Article

Beneficiary Name

Relationship

Address

Is this to take place even if your spouse/partner survives you?(Required)

Specific Gifts and Legacies Including Charities

Specific Article

Beneficiary Name

Relationship

Address

If not applicable, leave blank

Is this to take place even if your spouse/partner survives you?(Required)

Residue (your remaining assets that you didn’t specifically gift to someone else)

Residue outright to spouse or partner?(Required)

Why should it not go to your spouse?(Required)

If no spouse or if spouse/partner predeceases then:(Required)

Age:(Required)

Please enter a number from 19 to 99.

Your Executor can release money for the care, maintenance, education, and benefit of their children, as your Executor decides is appropriate.

Who do you wish to receive the residue of your estate (e.g. parents, siblings, other relatives, friends, charities)?(Required)

Percentages over time:(Required)

Percentage

Age

Please, make sure that the sum of percentages is 100%.

If any child fails to survive you, to whom do you want that child’s share to go?(Required)

If no spouse, child or grandchild survives you, whom do you wish to receive the residue of your estate (e.g. parents, siblings, other relatives, friends, charities)?

Name

Address

Occupation

Relationship

Percentage

If you and your spouse wish to benefit your respective families equally, both Wills should indicate both families as beneficiaries (eg. 1/2 to your parents and 1/2 to your spouse's parents).

Other Information

Funeral Wishes(Required)

Burial

Cremation

I do not wish to have such a clause in my Will

Location of Original Executed Will:(Required)

Where will your original Will to be held for safekeeping?

Name of Institution:(Required)

Address(Required)

Postal Code(Required)

Few Last Questions

To help us determine if there are any potential issues that may affect your Will and that will need to be considered and discussed, please answer the following questions:

Does your spouse or children have any issues with respect to gambling or a substance abuse, which may affect their ability to manage their financial affairs?(Required)

Are there any disagreements between your spouse, children or any other family member which may cause problems for your Estate?(Required)

Do you currently have a Will?(Required)

Why are you looking to make changes?(Required)

Do you have any health or medical conditions which may affect your ability to understand and give instructions for a will? Or any other estate planning document?(Required)

Please provide details:(Required)

Other Estate Planning Documents

A will is one of the estate planning documents we recommend clients have in place, but we also recommend Powers of Attorney (a document under which you grant another person the power to handle your financial and legal matters – basically, it allows that person to step into your shoes and handle these matters on your behalf) and Representation Agreements (a document that allows you to give another person the power to make health care and personal decision for you, it is limited to health care and personal care).

Power of Attorney:(Required)

To Spouse?(Required)

Attorneys(Required)

Full Name

Relationship

Occupation

Address

Phone Number

Date of Birth

Max of 2 people

Do you wish for your attorneys to act jointly (must act together) or separately?(Required)

Representation Agreement(Required)

Representatives(Required)

Full Name

Relationship

Occupation

Address

Phone Number

Date of Birth

Max of 2 people

Head Office

Wills Information Form

Personal Information

Spouse / Partner

Children and Dependents

Assets and Liabilities

Executors

Executor(s) Fees:

Guardians

Distribution Of Estate

Residue (your remaining assets that you didn’t specifically gift to someone else)

Other Information

Few Last Questions

Other Estate Planning Documents