Will and Power of Attorney Questionnaire

PERSONAL INFORMATION

First Testator

Name: (required)

Date of Birth: (required)

Gender: (required)
MaleFemaleOther

Email Address: (required)

Phone Number: (required)

Is there a second testator?
YesNo

Address:

Marital Status: (required)
SingleEngagedMarriedCommon LawSeparatedWidowedDivorced

Do you have a marriage contract, prenuptial agreement and/or cohabitation agreement? (required)—Please choose an option—YesNo

Do you currently own any property? (required)—Please choose an option—YesNo

Do you presently have a Will? (required)
—Please choose an option—YesNo

Do you have any children and/or legally adopted children? (required)
—Please choose an option—YesNo

Do you own property outside of Ontario? (required)
—Please choose an option—YesNo

Do all executors live in Canada? (required)
—Please choose an option—YesNo

CHILDREN

(Please indicate if any are Stepchildren, adopted, handicapped, or born outside of marriage)

DISPOSITION OF THE RESIDUE OF YOUR ESTATE

Is your estate going to your spouse/common-law spouse? (required)—Please choose an option—YesNo

If spouse predeceases you, residue to go to your children? (required)
—Please choose an option—YesNo

Are any beneficiaries receiving ODSP payments? (required)
—Please choose an option—YesNo

MINOR CHILDREN (GUARDIAN & AGE TO BENEFIT FROM THE WILL)

Guardian for minor children:

Age minor children to benefit from Estate:

EXECUTORS

Is executor your spouse/common-law spouse?(required)—Please choose an option—YesNo

Alternate Executor(s):

POWER OF ATTORNEY

Do you require power of attorney for Property? (Additional fees for POA's) (required)—Please choose an option—YesNo

Do you require power of attorney for Personal Care? (required)—Please choose an option—YesNo

GENERAL COMMENTS

Where did you hear about us?

Which location do you want to meet at? (required)
—Please choose an option—OrleansBlair CentreDowntownKanataHunt ClubBell's CornersZoom/Virtual

Additional Details: