Tenenbaum & Solomon – Will Questions

Tenenbaum & Solomon

5.0

Ramsi LGH

14:37 26 Aug 19

Arya Aboosaidi

11:48 16 Sep 18

Great law firm!

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

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

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

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 I. Family Information

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

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

Total value of assets $
Less total value of liabilities $
Net value of estate $

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