Tenenbaum & Solomon – Will Questions

    Part I. Family Information

    Full name *

    Full Address *

    Date and place of birth

    Phone(home)

    Phone (business)

    Facsimile

    Email *

    Occupation

    Annual income

    Residence for income tax purposes

    Citizenship

    Marital status

    Spouse name

    Spouse Date of Birth

    Spouse Birth Place

    Children Prior

    Child name

    Child Date of Birth

    Child Address

    Child name

    Child Date of Birth

    Child Address

    Child name

    Child Date of Birth

    Child Address

    Child name

    Child Date of Birth

    Child Address

    Other dependants. (Do you have any legal obligation to support another person in addition to your spouse and children, or have you been providing actual support to anyone other than your spouse and children?)

    Name

    Address

    Date of birth

    Nature of support

    Have you ever promised someone a share of your estate in exchange
    for that person assisting you personally or with your finances or assets?
    If yes, please provide particulars.

    Others persons to be named in your will (not dependants)

    Name

    Date of birth

    Address

    Part II. General

    Do you have a will?

    YesNo

    Does your spouse have a will?

    YesNo

    Are you presently receiving benefits from an estate or trust?
    If so, please give particulars.

    Have you set up a trust to benefit another person? If so,
    please give particulars.

    Are you an executor or trustee of any estate?

    YesNO

    Do you have your own financial planner. investment adviser, account¬ant or life insurance agent?

    Name

    Firm

    Telephone

    Do you own or have an interest in a business (i.e.. sole
    proprietorship. partnership or limited company)? Please
    provide copies of business agreements. Please give details.

    Do you and your spouse have a marriage contract? Please
    provide a copy.

    Have you been married more than once

    Part III. Assets

    Boats / Cars

    Make / Model / Year

    Estimated Value

    Make / Model / Year

    Estimated Value

    Approximate value of household goods and contents

    Real estate

    Location

    Value

    Orginal cost

    In whose name

    Location

    Value

    Orginal cost

    In whose name

    Bank accounts

    Name of bank

    Address of bank

    Account number

    In whose name

    Average balance


    If any of these accounts are held in your name with another person,
    do you intend that the other person should inherit the balance in
    such account(s) upon your death?

    YesNo

    Name of bank

    Address of bank

    Account number

    In whose name

    Average balance


    If any of these accounts are held in your name with another person,
    do you intend that the other person should inherit the balance in
    such account(s) upon your death?

    YesNo

    Safety deposit box

    Location

    Box number

    Life insurance

    Name of company

    Type of plan

    Named beneficiary

    Policy number

    Value to your estate

    RRSPs, RRIFs, pensions and annuities

    Name of company

    Contract number

    Type of plan

    Named beneficiary

    Value

    Name of company

    Contract number

    Type of plan

    Named beneficiary

    Value

    Name of company

    Contract number

    Type of plan

    Named beneficiary

    Value

    Investments [attach a separate sheet if necessary]: Please list
    all stocks and/or bonds, their original costs, estimated market values,
    and names of registered owner(s): Please indicate whether you
    intend that any of these investments will pass to another person
    on your death

    Part IV. Liabilities

    Mortgages payable by you

    Amount owing

    Name of mortgagee

    Is/are this/these mortgage(s) insured?

    YesNo

    Amount owing

    Name of mortgagee

    Is/are this/these mortgage(s) insured?

    YesNo

    Other debts

    Amount owing

    Name of creditor

    Amount owing

    Name of creditor

    Are any such debts (e.g.. line of credit)
    secured by way of a collateral mortgage
    on real property? Provide particulars

    Part V. Summary

    Total value of assets $

    Less total value of liabilities $

    Net value of estate $

    Part VI. Will Instructions

    Disposition of household goods. personal effects, jewellery,
    automobiles. etc.

    Will you make a non-binding memorandum or list to help your
    executor make a fair division?

    YesNo

    Disposition of residence and/or cottage

    Cash legacies (charitable. personal or sentimental)

    Disposition of RRSPs. RRIFs. annuities. pensions

    Disposition of residue (including trusts for spouse and/or children
    and other issue, payments of income from trust. payment of capital
    from trust, time of distribution of trust. provision should any
    beneficiaries predecease, etc.)

    Executor(s) and trustee(s): please include full names and addresses

    Are death taxes to he paid from capital without recourse to
    beneficiaries? Are there special provisions for beneficiaries in other
    jurisdictions?

    YesNo

    If a specific gift to a named beneficiary is an asset on which the
    estate will have to pay income tax, should the estate pay that tax or
    should the tax be borne by the named beneficiary?

    Estate should payBeneficiary pay

    Are executors to have broad powers for retention, sale
    and investment of assets and, if a trust company, investment in own
    securities, etc.

    YesNo

    Special clauses to be included: (to be reviewed with lawyer) Appointment of guardians and custodians for children

    Name(s)

    Address(es)

    Exclude illegitimates

    Family Law Clauses