Estate Planning Information 

Title
Name *
Name
Address
Address
Date of Birth
Date of Birth
Home Phone
Home Phone
Business Phone
Business Phone
Mobile Phone
Mobile Phone
Marital Status
SPOUSE INFORMATION
Title
Full Name
Full Name
Date Of Birth
Date Of Birth
Home Phone
Home Phone
Business Phone
Business Phone
Mobile Phone
Mobile Phone
Marital Status
JOINT RETAINER AND CLIENT CONFIDENTIALITY
Do you wish for me to act for both you and your spouse/partner
Do you consent to treat information we discuss as not being confidential between the three of us
Do you understand that if a conflict arises that we cannot resolve, you may need to hire separate lawyers?
WE NEED TO KNOW TO ADVISE YOU BETTER
Have you or your spouse/partner been married before
Do you jointly own your own home?
Do you own a business
Do you own real estate other than your home?
Do you own assets outside of Ontario?
Do you have a marriage contract or separation agreement?
Have you been recently hospitalized or diagnosed with a serious illness
Can you identify your assets with designated beneficiaries? (Life Insurance policies, R.R.S.P's, pensions, etc.)
Have you a child or beneficiary with special needs in receipt of government benefits?
If not married, are you planning to get married in the next year
WHO IS IN CHARGE?
PART A. : MY EXECUTORS AND GUARDIANS:
My Executor will be my spouse or partner
My Executor will be:
Executor Name
Executor Name
Alternate Executor Will Be:
Alternate Executor Will Be:
Guardian for minor children;
Guardian for minor children;
Alternate Guardian for minor children
Alternate Guardian for minor children
MY SPOUSE'S /PARTNERS EXECUTORS AND GUARDIANS
Same as above
Spouse Partner Name (If Not Same)
Spouse Partner Name (If Not Same)
Alternate Executor
Alternate Executor
Guardian for Minor Children
Guardian for Minor Children
Alternate Guardian for Minor Children
Alternate Guardian for Minor Children
MY BENEFICIARIES
If Beneficiaries are minors, at what age is the money to be released?
If beneficiary is deceased, is their share to go to their children (your grandchildren)?
Are you excluding a child or spouse?
MY SPOUSE'S/PARTNER'S BENEFICIARIES
Same as Above
If beneficiaries are minors, at what age is the money to be released
If beneficiary is deceased, is their share to go to their children (your grandchildren)
Are you excluding a child or spouse
POWERS OF ATTORNEY - PERSONAL CARE AND PROPERTY
My Choice for Attorney for personal care
Is your spouse/partner to be your attorney?
If No:
Name
Name
Name of choice for alternate Attorney for Personal Care
Name of choice for alternate Attorney for Personal Care
My Spouse's/Partner's Choice for Attorney for Personal Care
Is your spouse/partner to be your attorney?
If No:
Name
Name
Choice for an Alternate Attorney for Personal Care
Choice for an Alternate Attorney for Personal Care
POWERS OF ATTORNEY FOR PROPERTY
My Choice for Attorney for Property
Is your spouse/partner to be your attorney
If No:
Name
Name
My choice for alternate attorney for property
My choice for alternate attorney for property
My Spouse's/Partner's choice for Attorney for Property
Is your spouse/partner to be your attorney
If No
Name
Name
My Choice for an Alternate Attorney for Property
My Choice for an Alternate Attorney for Property