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

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