Will Questionnaire

This Will Instruction Sheet will enable us to prepare a will according to your wishes. Therefore, it is essential that all the information you provide on the following pages is accurate. We ask that your answers be short and to the point. If a question does not apply to you, write in “N/A”, or “Not Applicable”. Whenever you are in doubt, err on the side of caution and leave the space blank. A lawyer will be happy to explain the question to you at your initial consultation.
Your Full Name
First Middle Last
As it appears on your Driver's License/Passport
First ID
Max. file size: 2 MB.
Please upload a government-issued picture ID. Example: Driver's License, BC Service Card, Passport
Second ID
Max. file size: 2 MB.
Please upload an ID with your name on it. It can be picture or non-picture ID
Have you ever used any other names?
The other Names I have used are
Occupation
Sex
Date of Birth
MM slash DD slash YYYY
Place of Birth
City State / Province / Region
Country
Your Address
Street Address Address Line 2 City
Province Postal Code
Contact Information
Home Phone
Cellular Phone
Work Phone
Fax
Email
Marital Status
Your Spouse's Sex
Your Spouse's Occupation
Your Spouse's Date of Birth
MM slash DD slash YYYY
Your Spouse's Place of Birth
City State / Province / Region
Country
Date of Marriage/Divorce/Common Law
MM slash DD slash YYYY
Have you been previously married?
Terminated by Separation Agreement
Joint/Mutual Will
Is there a previous will?
What does it say?
I appoint the following person to be my executor
First Middle Last
The executor I have named above is my
Relationship to you (Spouse, Brother, Sister, Child, etc)
My executor lives at
City State / Province / Region
Country
I appoint the following person to be my alternate executor
First Middle Last
The alternate executor I have named above is my
Relationship to you (Spouse, Brother, Sister, Child, etc)
My alternate executor lives at
City State / Province / Region
Country
I appoint the following person to be my second alternate executor
First Middle Last
The second alternate executor I have named above is my
Relationship to you (Spouse, Brother, Sister, Child, etc)
My second alternate executor lives at
City State / Province / Region
Country
Children
Child #1
First Middle Last
Date of Birth
MM slash DD slash YYYY
Child #2
First Middle Last
Date of Birth
MM slash DD slash YYYY
Child #3
First Middle Last
Date of Birth
MM slash DD slash YYYY
Child #4
First Middle Last
Year of Birth
Child #5
First Middle Last
Date of Birth
MM slash DD slash YYYY
Child #6
First Middle Last
Date of Birth
MM slash DD slash YYYY
Guardians of Children
Guardian #1
First Middle Last
Relationship
Guardian #2
First Middle Last
Relationship
Alternative Guardians of My Children
Alternative Guardian #1
First Middle Last
Relationship
Alternative Guardian #2
First Middle Last
Relationship
The Summary of your Properties
Specific Legacies
Distribution where spouse is living
All to spouse
Other
Distribution where spouse predeceases
All to Children
Other
Distribution where Spouse and Children Predecease
Other
Trustees Powers
Any special one?
When children are to receive their entitlements?
Age - Example: 20
Trust with power to advance
I wish to be
My Spouse wishes to be
Thank you for choosing Sodagar & Company Law Corporation for all your Estate Planning needs. Please call us at 604-602-1626 with any questions. An Attorney will contact you upon receipt of this questionnaire.

Will Questionnaire

Contact Information

Children

Guardians of Children

Alternative Guardians of My Children