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WILL WORKSHEET
 
Fill in the blanks, and submit the form for review.
   
Name:
Address:
City:
Province:
Postal Code:
Home Phone: Work Phone:
Email:
Marital Status:


Name of spouce
(if any):
 
     
Names of children (if any): Birthdates
 
 
 
 
     
Are any of your children mentally or physically incapable of handing their own affairs? Yes No
 
Do you presently have a will? Yes No
 
Who will recieve your property after your death?
 
 
 
 
  Other family(list those you wish to include)
 
 
  Friends (list those you wish to include)
 
 
  A favorite charity (list those you wish to include)
 
 
 
In the event you are leaving part of your estate to children who are less than 18 years of age, you should specify when to receive all or part of their shares.
 

at age 18 at age 21 at age 25 1/3 split at 18, 21, 25
other (please specify)

 
 
Are there any heirlooms or items of significance that you would like to have a specific person receive? (list items/names)
 
 
 
 
   
Who will you appoint to act as your primary personal representative (the person or persons who carries out the terms of your death)?
 
 
   
Is there an alternate person in case the first person(s) selected cannot act?
 
   
If you have children under the age of 18 years old who would you like to appoint to care for them in your place if you die before they are adults?
 
 
   
Is there an alternate person in case the first peron(s) you select cannot act?
 
 
   
ENDURING POWER OF ATTORNEY
Who would you appoint to act as your attorney if you become unable for medical reasons to make reasonable finacial decisions for yourself?
 
 
Is there an alternate person in case the first person(s) you select cannot act?
 
 
   
POWER OF ATTORNEY
Who would you appoint as your agent to make decisions concerning your medical, personal and social issues if you become for medical reasons to make reasonable decisions for yourself?
 
 
Is there an alternative person in case the first person(s) you select cannot act?