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Estate Planning Questionnaire

Section 1 - Family Information

Personal Information

Including middle names
Including middle names
Date of Birth
Date of Birth
Same Address?
Address
Address
Employer's Address
Employer's Address

Marriage Information

Date of Marriage
Cohabitation Agreement?
Pre/Post Nuptial Agreement?
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    Date of death
    Date of death
    Date of divorce
    Date of divorce
    Date of Separation
    Date of Separation
    Are you planning on marrying anyone in the near future?
    Are you planning on marrying anyone in the near future?
    Are you now living with anyone?
    Are you now living with anyone?

    Children

    Children Information
    Full Name
    Address
    Date of Birth
    Marital State
     
    Create one Row for each child by pressing the (+) at the end of the row
    Are all the children listed above from your present marriage?
    Are you responsible for any other children?
    Are there any stepchildren or children born outside of your present marriage
    Are any of your grandchildren born outside of marraige?
    Are any of the children or grandchildren mentally or physically incapacitated?
    Are you responsible for any adults who are mentally or physically incapable of handling their own affairs?
    Have any of your children predeceased you?

    Section 2 - Financial Information

    The purpose of this section is to provide us with sufficient information to assist you in planning your estate and to ensure we include sufficient powers in your will. It will also inform your Personal Representative(s) (formerly called an Executor(s)) of all your assets to make sure they do not miss any. If there is insufficient space to answer any of the following sections, please list on a separate sheet.

    Real Estate

    Principal Residence

    If more than one person on title
    Is the mortgage life insured?

    Other Real Estate

    List
    Address
    Legal Description
    Names on Title
    Ownership (Joint / In-Common)
     

    Debts Owed to you

    (e.g. personal loans, promissory notes, mortgages, agreements for sale)

    Bank Accounts and Unregistered Investments

    Unregistered Investments
    Bank Name
    Location
    Comments
     

    Registered Investments

    Registered Investments
    Financial Institution
    Location
    Current Value
    Named Beneficiary
     
    Indicate Type: Term (T) or Permanent (P)
    Do you have any critical illness or disability coverage with benefits/proceeds payable to your estate on your death?

    Pension Plans

    Pension Plans
    Company
    Current Value of Benefits to Estate
    Beneficiary
    Type of Pension Plan
     
    Describe full name of company, shareholders, number and type of share owned by each shareholder, nature of business, assets owned by the company, acquisition cost and current value:
    Is there a Buy/Sell or Unanimous Shareholder's Agreement?
    Valueable Personal Property
    Description
    Location of Property
    Acqusition Cost
    Current Value
     
    e.g art, silverware, stamps, coins, jewelry, automobiles, mobile homes, boats, heirlooms, etc.
    Select any Interest that applies

    Digital Assets

    Your Executor will be responsible to administer and manage your on-line accounts and digital assets, including social media, music, gaming and financial accounts.

    Do you have any accounts you wish to remain private?
    If so, please discuss with your lawyer, as different arrangements may need to be made.

    Section 3 - Liabilities

    Current Liabilites
    Creditor
    Amount
    Due Date
     
    e.g. Guarantees, Agreements for Sale, Promissory Notes, Co-signed Notes, Joint & Several Debts, Revenue Canada, etc.

    Section 4 - Personal Advisors

    Accountant
    Name
    Company
    Address
     
    Financial Advisor
    Name
    Company
    Address
     
    Life Insurance Agent
    Name
    Company
    Address
     
    Property Insurance Agent
    Name
    Company
    Address
     
    General Physician
    Name
    Company
    Address
     
    Other
    Role
    Name
    Company
    Address
     
    Safety Deposit Box
    Location
    Box Number
    Registered Name(s)
    Location of Key(s)
     
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    Max. file size: 2 MB.
      Will, Codicil(s), Trust Deed in which you have an ongoing administrative or beneficial interest, Will of deceased person or a Trust Dead which names you as a beneficiary.

      Section 5 - Instructions For Will

      Do you now have a Will?

      Executors

      If your spouse is the sole beneficiary of your estate, it may be preferable to name him/her as the primary Executor. One primary and one alternate Executor will likely be sufficient depending on your circumstances. For tax reasons, it is not advisable to choose an Executor who resides outside of Canada. At least one Executor should be a resident of Alberta, particularly where beneficiaries are under the age of 18.

      Primary Executor(s)

      Please enter a number from 18 to 100.
      Please enter a number from 18 to 100.
      Do you wish these Executors to act jointly?
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