Will Intake Form

Step 1 of 13

Basic Information

Full Name of Testator (your name):

Also known as:

Note: It is important that we use the version of your name that appears on any land title as the Land Titles Office wants a grant of probate to reflect the same name as is on the certificate of title.

Email:

Age:

How Long Have you Lived in Alberta:

Address:

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

Home Phone:

Work Phone:

Cell Phone:

Job Information

Occupation:

Employer:

Employer Address:

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

EXECUTOR(S):

If your spouse is the sole beneficiary of your Estate, it may be preferable to name him/her as the Primary Executor. The Executor will be responsible for carrying out your wishes as specified in your Will, including the distribution of your possessions to your beneficiaries. You should also name alternates if your first and second choice are unable to act. For tax reasons, it is not advisable to choose an Executor who resides outside of Canada. It is convenient if the Executor lives in the same city or at least the same province as the testator, particularly where beneficiaries are under 18.

Primary Executor:

Full Name:

How you commonly refer to this person (first name? nickname?):

Relationship:

Age:

City:

Alternate Executor:

it’s important to choose an Alternate Executor. If you do not choose an Alternate Executor, your Estate may be administered by someone unintended.

Full Name:

How you commonly refer to this person (first name? nickname?):

Relationship:

Age:

City:

Alternate Alternate Executor:

Full Name:

How you commonly refer to this person (first name? nickname?):

Relationship:

Age:

City:

Co-Executors:

Note: You have the option of making 2 or more persons co-Executors. In that case, your Executors would be required to work together to make decisions. Be advised there are inherent risks in doing this as no decision can be made without the consent of all Executors. You may wish to include a clause providing the Co-Executor s may make decisions on a majority basis. Or if two are appointed and they disagree, the first named decides the issue. If you wish to make two or more persons Co-Executors, please indicate so below and please indicate whether you wish to include a “majority basis” or “first named” clause as described above:

List Co-Executors

***Executors should be consulted as to their consent.***

FUNERAL ARRANGEMENTS:

You should advise your family and Executor of your wishes regarding your funeral and disposition of your body. If the funeral directions are in the will, it will be too late to follow your wishes if no-one looks at the will until after the funeral as is very often the case. The appropriate form on the back of your Alberta Personal Health Card should be signed by you if you wish to donate your body or organs. Any instructions may be confirmed in your Will, but are not legally binding on your Executor. (You do not need to complete this part if you have no particular wishes).

Funeral Arrangement Choice:

Burial

Cremation

Prearranged Funeral

Not Stated

Any Special Instructions for Funeral Ceremonies:

INSURANCE DECLARATION:

If your life insurance policy passes to your Estate upon your death, the benefits of your policy may be subject to creditors. To protect you against this possibility, we can create an Insurance Trust via your Will. It is common for a Testator to declare in their Will that the proceeds of all policies of insurance on their life shall be paid the Will’s Executor to be distributed as if that money formed part of the residue of the Testator’s Estate.

Do you wish to add the common version of the Insurance Declaration to your Will?

Yes

Do you wish to add another version of the Insurance Declaration to your Will?

Yes

Who do you wish to act as Trustee for the proceeds of your Insurance Policy?

Name:

City/Town:

Relation:

Who do you wish to inherit the proceeds of your Insurance Policy?

Name:

City/Town:

Relation:

Name:

City/Town:

Relation:

Name:

City/Town:

Relation:

Name:

City/Town:

Relation:

Registered Plans

Note: If you have life insurance through your employment, registered plans, you should check to be sure any named beneficiary is the person you want those proceeds to go to. Please state if you have the following and who the beneficiaries are:

RRSP?

Beneficiary:

GIC?

Beneficiary:

Life Insurance?

Beneficiary:

RRIC?

Beneficiary:

SPECIFIC GIFTS

List specific items or amounts of money you want given to specific people.

Item(s) Gifted:

Relation(s), Name(s), and City(ies)/Town(s) of Recipient(s):

Item(s) Gifted:

Relation(s), Name(s), and City(ies)/Town(s) of Recipient(s):

Item(s) Gifted:

Relation(s), Name(s), and City(ies)/Town(s) of Recipient(s):

Item(s) Gifted:

Relation(s), Name(s), and City(ies)/Town(s) of Recipient(s):

HOUSEHOLD GOODS AND PERSONAL EFFECTS

If you are survived by a spouse, your spouse will become the owner of your household goods and personal effects. If your spouse does not survive you, or if you do not have a spouse, how do you want your household goods and personal effects divided?

Equally among friends and family at the discretion of your Executor?

Yes

Other?:

FAMILY INFORMATION

Note: In this section, provide information on all relations requested whether or not you intend to include them in your Will. If there is a person you don’t want named in your Will, that will be dealt with in a separate section.

Marriage Information:

Marriage Status:

Married

Common law

Single

Engaged to be married

Divorced

In the process of getting a divorce

Widowed

Do you have a Marriage Contract, Pre-Nuptial Agreement or Separation Agreement?

Yes

If Yes, Please Provide us with a Copy

Max. file size: 128 MB.

Spouse's Name:

City/Town of Residence:

Are You Planning to Marry in the Near Future?

Yes

If so, to whom and when:

Previous Marriage:

Yes

If yes, name of previous spouse and date of death/divorce/separation:

You have obligations pursuant to previous marriages? (e.g. spousal and/or child maintenance):

Yes

Children:

Number of Children:

***Any future children will be taken into account for beneficiaries and guardian appointment***

Are all the following children from your present marriage?:

Yes

1st Child:

Child’s Full Name

How you commonly refer to this person (first name? nickname?):

Age:

Marital Status:

City of Residence:

Is this Child From:

Current marriage

From previous marriage (husband/wife)

Adopted

Born outside of present marriage

2nd Child:

Child’s Full Name

How you commonly refer to this person (first name? nickname?):

Age:

Marital Status:

City of Residence:

Is this Child From:

Current marriage

From previous marriage (husband/wife)

Adopted

Born outside of present marriage

3rd Child:

Child’s Full Name

How you commonly refer to this person (first name? nickname?):

Age:

Marital Status:

City of Residence:

Is this Child From:

Current marriage

From previous marriage (husband/wife)

Adopted

Born outside of present marriage

4th Child:

Child’s Full Name

How you commonly refer to this person (first name? nickname?):

Age:

Marital Status:

City of Residence:

Is this Child From:

Current marriage

From previous marriage (husband/wife)

Adopted

Born outside of present marriage

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

Yes

If yes, please describe:

Have any of your children predeceased you?

Yes

If yes, give the name and date of death of the deceased child and the names of their children, if any.

Parents:

Name:

Still Living?

City:

Name:

Still Living?

City:

Spouse's Parents:

Name:

Still Living?

City:

Name:

Still Living?

City:

Siblings:

Name:

Relationship:

City:

Name:

Relationship:

City:

Name:

Relationship:

City:

Name:

Relationship:

City:

RESIDUARY BENEFICIARIES

The following are choices as to the distribution of the residue of your Estate. Note: the residue is the remainder of your Estate after distribution of specific gifts, household goods and personal effects.

1. All to spouse?

Yes

2. If spouse predeceases me, or if answer to above question is No, all to Children?

Yes

3. If all to Children, all equally to Children?

Yes

4. If all to Children, but not in equal shares, describe how you want your Estate divided and please explain the reason for the unequal division:

5. If none of the above apply, please describe how you want your Executor to distribute the residue of your Estate:

At what age are you minor children to receive the share of your Estate?

All at 18

% at

Years

% at

Years

% at

Years

Other:

Note: The age of majority is 18 in Alberta. Unless specified otherwise, the Will shall be drafted so that your Executor will hold each child's share in trust until the above specified age with power to encroach on income and capital for education, maintenance and support.

If one child dies before you do, or before attaining the age at which he/she is entitled to the share, who shall receive the share or the amount remaining?

The children of the deceased child (my grandchild)

My other surviving children in equal parts.

Other

At what age?

Please explain

FAMILY DEMISE:

When giving will instructions, most people want to provide for their spouses and children, and some will include grandchildren. Most do not plan past that point. However, an entire family can die in a common disaster, especially when the children are young and the family travels by car or air together. If nothing is said, the intestacy provisions will apply. These are default provisions created by Alberta and may not reflect your intention. In order your wishes o not conflict with the Alberta default provisions, we suggest inserting a Family Demise clause into your Will.

How is your Estate to be divided if all above named beneficiaries die in a common accident or die before becoming entitled to receive their entire portion of your Estate?

My parents only

My spouses parents only

½ to my parents and ½ to spouse's parents (unless deceased 100% to surviving parents)

½ to my parents and ½ to spouse's parents (unless deceased, then 1/4 to my siblings and 1/4 to spouse’s siblings)

my siblings only

my spouses siblings only

½ to my siblings and ½ to my spouse’s siblings

Other

Please explain

CHARITABLE GIFTS:

Do you wish to give cash or another gift to charity?

Yes

If Yes, please provide details:

GUARDIANS FOR MINOR CHILDREN:

Note: When appointing a couple as guardians, you should consider the possibility that they may separate or divorce as well as the possibility of one dying before the children attain the age of majority.

Guardian(s):

Full Name(s):

Relationship(s):

City/Town:

Alternate Guardian(s):

Full Name(s):

Relationship(s):

City/Town:

EXECUTOR’S POWERS

Note: Unless stated otherwise, your Executor will have wide powers to deal with your property for the benefit of your beneficiaries. Please indicate specific actions you do not wish for your Executor to take in Administering your Estate:

EXECUTOR’S COMPENSATION

Note: An Executor is entitled to be paid for the work done as Executor, as well as being reimbursed for out-of-pocket expenses. A will may be silent about Executor compensation and leave it to the general law. Alternatively, a will may state how much the Executor is to be paid. This may be a set amount or a percentage of the estate value.

How do you wish your Executor to be compensated for their work. Check all that apply.

Reimbursed for all out of pocket expenses.

% of the Estate value after all debts and liabilities are paid.

Specific amount

No compensation (we suggest you discuss your reasons for same with us ahead of time).

The general law at the time of my death shall determine the Executor’s compensation.

What %

If yes, please specify: $