Will & Powers of Attorney Questionnaire

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FAMILY LAW

Will & Powers Of Attorney
Questionnaire

Please see the Wills Guide for detailed information about completing this questionnaire.

I. Personal Information

Marital Status :

Married

Common Law

Full Name :

Address:

Telephone (H):

Telephone (W):

E-mail Address:

Date of Birth:

If contemplating marriage, name of intended spouse:

II. Spousal/Partner Information

Full Name:

Address:

Telephone (H):

Telephone (W):

Please list any children and birth dates from previous marriages:

Child #1:

Child #2:

Child #3:

III. Estate Trustee (Executor/Executrix)

(spouses/partners may state "each other" and then list alternates)

Trustee Name:

Trustee Address:

Alternate Trustee:

Relationship To You:

Alternate's Address:

IV. Specific Bequests & Legacies

Bequests & Legacies:

V. Children or Other Dependants

Please list any children and their birth dates:

Child #1:

Child #2:

Child #3:

Vesting Age:

OR:

Further Issue :

Grand Children Equally

Per Stirpes

VI. Alternative Disposition of Residue

Name:

Relationship:

Address:

Name :

Relationship :

Address:

VII. Guardian for Minor Children or Dependants

Name:

Relationship:

Address:

Alternate Name:

Relationship:

Address:

VIII. Power of Attorney for Property

Name of Attorney:

1st Alternate:

2nd Alternate:

IX. Power of Attorney for Personal Care and Living Will

Name of Attorney:

1st Alternate:

2nd Alternate:

Include Living Will:

Yes

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