Test Page for Will Form – Transparent IO

Estate Planning Questionnaire

Section 1 - Family Information

Personal Information

Full Legal Name

Including middle names

Spouse's Full Legal Name

Including middle names

Maiden Name

List any other names you are known by

Date of Birth

Place of Birth

Same Address?

Click if Same Address

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Home Phone

Business Phone

Occupation

Employer

Employer's Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Employer's Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Citizenship

Marriage Information

Marital Status

Place of Marriage

Date of Marriage

Cohabitation Agreement?

Yes

Pre/Post Nuptial Agreement?

Yes

If Yes, Please Provide a copy of the Document/s

Drop files here or

Max. file size: 2 MB.

Name of previous spouse

Date of death

Date of divorce

Date of Separation

Obligations pursuant to previous marriages

Are you planning on marrying anyone in the near future?

Yes

Are you planning on marrying anyone in the near future?

Yes

If so, to Whom?

Are you now living with anyone?

Yes

Are you now living with anyone?

Yes

If so, to Whom?

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?

Yes

Are you responsible for any other children?

Yes

Are there any stepchildren or children born outside of your present marriage

Yes

Are any of your grandchildren born outside of marraige?

Yes

Are any of the children or grandchildren mentally or physically incapacitated?

Yes

If Yes to any of the above questions, please give details

Are you responsible for any adults who are mentally or physically incapable of handling their own affairs?

Yes

Please Describe

Have any of your children predeceased you?

Yes

Give the name and date of death of the deceased child or children. Please provide the names and dates of birth for his or her children, in any:

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

Municipal Address:

Legal Description

Name(s) on Title

If more than one person on title

joint tenancy

tenants-in-common

Estimated Market Value

Estimated Mortgage Value

Is the mortgage life insured?

Yes

Other Real Estate

List

Address

Legal Description

Names on Title

Ownership (Joint / In-Common)

Debts Owed to you

Does anybody owe you money?

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

Bank Accounts and Unregistered Investments

Unregistered Investments

Bank Name

Location

Comments

Registered Investments

Financial Institution

Location

Current Value

Named Beneficiary

RESPs

Life Insurance Policies

Indicate Type: Term (T) or Permanent (P)

Named Beneficiary

Location of insurance policies

Do you have any critical illness or disability coverage with benefits/proceeds payable to your estate on your death?

Yes

Pension Plans

Company

Current Value of Benefits to Estate

Beneficiary

Type of Pension Plan

Shares in Public Corporations, Mutual Funds, Bonds and Debentures

Shares in Private Corporations

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:

Are there any restrictions on Transfer?

Is there a Buy/Sell or Unanimous Shareholder's Agreement?

Yes

If yes, is it life insurance funded or otherwise funded?

Partnership / Unincorporated Business

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

Mines and Minerals

Assets outside of Alberta

Assets outside of Canada

Another Estate of Trust?

Made any loan or advances to family members or others?

Farmland?

Own any property in joint tenancy with someone not described above?

Owner of a life insurance policy on the life of another person?

Valueable club membership?

Please Describe above YES Answers

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?

Yes

If so, please discuss with your lawyer, as different arrangements may need to be made.

Is there any other property you would like to add?

Section 3 - Liabilities

Current Liabilites

Creditor

Amount

Due Date

Do you have any other obligations

e.g. Guarantees, Agreements for Sale, Promissory Notes, Co-signed Notes, Joint & Several Debts, Revenue Canada, etc.

Are any of your debts life insured?

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)

Please provide us with a copy of any of the following existing documents which pertain to your circumstances:

Drop files here or

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?

Yes

Reason for making a new/replacing will, including health concerns

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)

Full Name

Full Name 2

Age

Please enter a number from 18 to 100.

Age 2

Please enter a number from 18 to 100.

Relationship

Relationship 2

Address

Address 2

Occupation

Occupation 2

Do you wish these Executors to act jointly?

Yes