Estates Information Form

General Information:

Name on Will
 Also known as
Address
 Social Insurance Number
Last Occupation
 Date of Birth
Place of Death
 Date of Death
Date of Will
 Date of Codicil (add on to will)
Marital Status
 Name of Spouse
Date of Marriage

Last Name at Birth:

Details of any marriage contract

Executors:

1.

Name:
 Address:
Occupation:
 Social Insurance Number:

2.

Name:
 Address:
Occupation:
 Social Insurance Number:

3.

Name:
 Address:
Occupation:
 Social Insurance Number:

Beneficiaries:

1. Name:

Address:

2. Name:

Address:

3. Name:

Address:

4. Name:

Address:

Dependants:

Previous Marriage

Dependant Children, date of birth, addresses, (SIN # if they have one):

Because of a problem with spam, you cannot submit forms directly from my site. I would ask that you complete the form, then print and bring it with you to your appointment. You may also fax the form to me beforehand, or you may scan and email it to me.

 

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