WILL PLANNING DATA SHEET
PART I - PERSONAL DETAILS:
NAME:________________________________________
ADDRESS:________________________________________
PHONE NUMBER:________________________________________
DATE OF BIRTH:________________________________________
S.I.N. NUMBER:________________________________________
(SPOUSE - IF APPLICABLE)
NAME:________________________________________
ADDRESS: (if different from above)________________________________________
PHONE NUMBER: (if different from above)________________________________________
DATE OF BIRTH:________________________________________
S.I.N. NUMBER:________________________________________
CHILDREN
NAME:________________________________________
ADDRESS: (if not residing with you)________________________________________
DATE OF BIRTH:________________________________________
NAME:________________________________________
ADDRESS: (if not residing with you)________________________________________
DATE OF BIRTH:________________________________________
NAME:________________________________________
ADDRESS: (if not residing with you)________________________________________
DATE OF BIRTH:________________________________________
NAME:________________________________________
ADDRESS: (if not residing with you)________________________________________
DATE OF BIRTH:________________________________________
NAME:________________________________________
ADDRESS: (if not residing with you)________________________________________
DATE OF BIRTH:________________________________________
IF ANY OF THE ABOVE CHILDREN ARE FROM A PREVIOUS MARRIAGE, PLEASE NAME THEM:
_________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
OTHER DEPENDENTS:
Are you in fact supporting any other person? If so, please give details.
Are there any special considerations relating to any of the children which you consider
to be worth noting in your will? (e.g. disabilities, birth status, etc.)
DOMESTIC CONTRACTS AND COURT ORDERS:
Have you or your spouse ever signed a Separation Agreement, Marriage Contract, or been
involved in a court proceeding which might have an impact on your estate?
If so, please provide details:
PART II - FINANCIAL DETAILS OF YOUR ESTATE
(A) REAL ESTATE:
(i) Address:________________________________________
(ii) Approximate Value:________________________________________
(iii) Mortgage: (if any)________________________________________
(iv) Owned by:________________________________________
(i) Address:________________________________________
(ii) Approximate Value:________________________________________
(iii) Mortgage: (if any)________________________________________
(iv) Owned by:________________________________________
(B) BUSINESS INTERESTS:
Name:________________________________________
Address:________________________________________
Type of Business: Sole Proprietorship ( )
Partnership ( )
Limited Company ( )
(C) INSURANCE
Name of Face Policy Beneficiary:________________________________________
Company Value Number:________________________________________
Group Insurance:________________________________________
Personal Insurance:________________________________________
(D) R.R.S.P.s
Name of Owner:________________________________________
Trustee & Plan Number:________________________________________
Approximate current value:________________________________________
Beneficiary:________________________________________
Name of Owner:________________________________________
Trustee & Plan Number:________________________________________
Approximate current value:________________________________________
Beneficiary:________________________________________
(E) PENSION PLANS:
Do you have any through your employment? Self: Yes ( ) No ( ) Spouse: Yes ( )
No ( )
If, so, who is beneficiary? __________________________________________
(F) STOCKS, BONDS AND OTHER SECURITIES:
Please provide a current list of your stock portfolio or other securities:
(You may with to attach a separate page, e.g. statement from broker)
(G) BANK ACCOUNTS, G.I.C.s AND OTHER INVESTMENTS:
Please provide a current list of your accounts and other investments:
(H) DEBTS AND LIABILITIES:
Please provide details of monies that you owe to a third person (if any).
(A) EXECUTOR:
What person or persons would you like to act as executor of your estate? ( ) Spouse ( )
Other
if other:
NAME:________________________________________
ADDRESS:________________________________________
NAME:________________________________________
ADDRESS:________________________________________
NAME:________________________________________
ADDRESS:________________________________________
If you have chosen your spouse, and your spouse predeceases or is unable to act, who
would be your alternate choice?
FOR MY WILL:
NAME: ________________________________________
ADDRESS: ____________________________________
NAME: ________________________________________
ADDRESS: ____________________________________
NAME: ________________________________________
ADDRESS: ____________________________________
SPOUSES'S WILL(if different)
NAME: ________________________________________
ADDRESS: ____________________________________
NAME: _______________________________________
ADDRESS: _____________________________________
NAME: ________________________________________
ADDRESS: ____________________________________
(B) DETAILS OF WILL:
Please advise me of the general scheme of distribution of your estate. In particular,
what portion of your estate is to go to whom? Please advise me of secondary beneficiary in
the event the primary beneficiary predeceases. If your children are under eighteen, please
advise me of the age at which you would wish them to take control of their inheritance. In
many cases, people leave their entire estate to their spouse, and then to their children.
If this is your intention, please indicate by checking off: ( )
If not, what scheme do your prefer?
(C) GUARDIAN:
If your have infant children and yourself and your spouse are not available, who would
you like to have custody of your children?
NAME:__________________________________________________________________
ADDRESS:______________________________________________________________
NAME:_________________________________________________________________
ADDRESS:______________________________________________________________
(D) POWERS OF EXECUTOR:
Do you want any restrictions on the powers of your executor: YES ( ) NO ( )
If yes, what restrictions do you wish?
(E) SPECIAL PROVISIONS:
Do you wish to include in your will any special provisions relating to funeral
arrangements, medical use of your body, etc.? If so, please advise:
POWER OF ATTORNEY
(Under the Ontario Substitute Decisions Act, Powers of Attorney have become
increasingly important. Unlike a Will, your Power of Attorney takes effect during your
lifetime, if you become incapacitated. The Power of Attorney for managing property enables
your attorney to sign on your behalf with respect to business and financial matters. Your
Power of Attorney for Personal Care allows your attorney to deal with your doctors and to
make medical decisions which you are incapable of making due to your illness.)
(F) POWERS OF ATTORNEY:
Do you wish a Power of Attorney for managing property: YES ( ) NO ( )
If so, whom do you wish to be your attorney? SPOUSE ( ) OTHER ( )
If other: NAME: __________________________________________________________
ADDRESS:
_______________________________________________________
(G) POWER OF ATTORNEY FOR PERSONAL CARE:
Do you wish a Power of Attorney for personal care: YES ( ) NO ( )
If so, whom do you wish to be your attorney? SPOUSE ( )OTHER ( )
If other: NAME: __________________________________________________________
ADDRESS:
_______________________________________________________
