Personal Information
about the Testator(s):
First Testator:
Full legal name:
GivenName(s):
FamilyName:
Alias(s):
Occupation:
Address:
City:
Province:
Date of Birth:
Place of Birth:
Marital Status:
Do you have a pre-nuptial or separation agreement
in place? Yes
Full names of all children - biological or adopted, whether
or not to be included in Will (Separate by "/"):
Name(s):
Age(s):
Gender(s):
All stepchildren to be included in Will (Separate
by "/"):
Name(s):
Age(s):
Gender(s):
Full legal name of current spouse (if applicable):
GivenName(s):
FamilyName:
Second Testator, if applicable:
The following additional questions concerning
the First Testator's Spouse need be answered only if reverse
Wills are to be prepared:
Occupation:
Address:
City:
Province:
Date of Birth:
Place of Birth:
Full names of all children - biological or adopted,
whether or not to be included in Will (Separate by "/"):
Name(s):
Age(s):
Gender(s):
All stepchildren to be included in Will (Separate
by "/"):
Name(s):
Age(s):
Gender(s):
Executor/Trustee Information:
First Testator:
First Choice
OR:
GivenName(s):
FamilyName:
Occupation:
Gender:
Male
Female
Gender
Relation to Testator:
Address:
City:
Province:
Second Choice:
GivenName(s):
FamilyName:
Occupation:
Gender:
Male
Female
Gender
Relation to Testator:
Address:
City:
Province:
Third Choice:
GivenName(s):
FamilyName:
Occupation:
Gender:
Male
Female
Gender
Relation to Testator:
Address:
City:
Province:
Second Testator, if applicable:
OR:
First Choice
GivenName(s):
FamilyName:
Occupation:
Gender:
Male
Female
Gender
Relation to Testator:
Address:
City:
Province:
Second Choice:
GivenName(s):
FamilyName:
Occupation:
Gender:
Male
Female
Gender
Relation to Testator:
Address:
City:
Province:
Third Choice:
GivenName(s):
FamilyName:
Occupation:
Gender:
Male
Female
Gender
Relation to Testator:
Address:
City:
Province:
Guardian Information (if
applicable):
Where there are children under 19
in your care
First Choice (if other parent/joint guardian
predeceases):
GivenName(s):
FamilyName:
Occupation:
Gender:
Male
Female
Gender
Relation to Testator:
Address:
City:
Province:
Second Choice (if other parent/joint guardian
& first guardian choice predeceases):
GivenName(s):
FamilyName:
Occupation:
Gender:
Male
Female
Gender
Relation to Testator:
Address:
City:
Province:
Additional Beneficiary
Information:
If you are planning to include beneficiaries
other than the family members already mentioned above, please
use this space to list them and include the following information:
His/her full legal name, occupation, gender, relation to Testator,
and the City, Province/State where they live now. (You can
assign numbers or nicknames to each for use below in Asset
Distribution if that helps)
First Testator:
Second Testator, if applicable:
(You need only add those not already mentioned
by First Testator)
Asset Distribution:
In your own words, describe how you would like
to see your Estate distributed upon your death among the various
beneficiaries named above. You need not use their full legal
names, just enough to avoid confusion and allow for discussion.
Remember to offer alternates in the event that your first
choices predecease and consider, if applicable, your preferences
if all your main beneficiaries (such as spouse and children)
died together with you.
First Testator:
Specific bequests, if any
Residue (the remainder after specific bequests):
Second Testator, if applicable:
All the same as First Testator's (except for spouse reversal)
OR:
Preferred Manner of Disposition
of Bodily Remains (optional):
Questions/Comments/Additional
Instructions:
Getting Together:
How would you prefer to discuss/confirm these
preliminary instructions?
Make an appointment at the offices of Maguire
& Company. Execution of the Will would take place at a separate
appointment.
By telephone during business hours.
In order for this Will to be effective, it must
be properly executed pursuant to the Wills Act of British
Columbia and this is also part of our service to you. Would
you prefer:
Attendance at the offices of Maguire
& Company.
Out-of-office attendance by Maguire & Company
within 10k of our office location.
How may we reach you to discuss or clarify your
instructions and arrange for execution of the document? One
or both of these fields must be completed.
E-mail address:
Daytime telephone no:
Thank you. We look forward to being of
service to you.
