Duncan Craig LLP

Introduction

Thank you for your interest in having us complete your estate plan. This form will take about 20-30 minutes to complete. If you need a break, your answers may be saved at any time by clicking “Save and Continue Later” at the bottom of the form.

The following questions are intended to help build your estate plan through:

Getting you to think about some of the issues that may be covered in your estate plans. This also helps to keep legal fees low.
Helping form a complete picture of your estate. This allows us to propose an estate plan and ensure that you have the resources to carry out that plan.
Identifying who should make financial and health decisions on your behalf and the extent of their powers and restrictions if you are declared incapable of making these decisions.

There will be six sections to fill out. If you and your spouse both want to complete your estate plans with us, you should answer the questionnaire together.

Please complete all applicable sections of this questionnaire in as much detail as possible. If you are unsure of an answer at this time, you can leave that question blank. A member of our Estate Planning Team will follow up with you shortly after we receive your submission to discuss next steps.

Finally, please be aware that the information collected in this questionnaire will be used solely for the purposes of estate planning.

Thank you for the opportunity to work with you,

The Estate Planning Team at Duncan Craig LLP

General Information

Your Email Address(Required)

Which Estates lawyer are you working with?(Required)

Do you live with a spouse (or partner)?(Required)

Yes

No

Does your spouse (or partner) also want to complete their estate plan with Duncan Craig LLP?

Yes

No

You can complete this form together. Some entries will need to be duplicated with one entry for yourself and one entry for your spouse.

Spouse's Name

First Last

General Information

Full Legal Name	Address	Actions

There are no Entries.

Please add one entry for yourself, and one entry for your spouse (if applicable).

Family Information

Do you have any children / step-children?(Required)

Yes

No

How many children / step-children do you have?

Children / Step-Children

Child / Step-child's Full Legal Name	Date of Birth of Child / Step-child	Actions

There are no Entries.

Please complete one entry for each child/step-child belonging to yourself or your spouse (if applicable).

Are any of your children / step-children minors?

Yes

No

Have the guardians been asked, and are they willing to act?

Yes

No

Do the guardians have enough room in their house and the financial means to support your children / step-children?

Yes

No

Please identify the selected guardian(s) for your children/step-children.

Full Legal Name

City, Province

Relationship to You

If you wish to appoint more than one guardian, please select the '+' button to add additional individuals.

Do you have any grandchildren?

Yes

No

Grandchild's Full Legal Name

If you have more than one grandchild, please select the '+' button to add additional individuals

Have you or your spouse (if applicable) stored genetic material (e.g. frozen sperm/eggs/embryos)?

Yes

No

Assets and Liabilities

The purpose of this section is to provide us with sufficient information to assist you in planning your estate and to ensure we include sufficient powers in your estate plans to administer your assets.

Real Estate

Real Estate	Mines, minerals, surface rights / oil revenues	Actions

There are no Entries.

Asset Information

Full Name	GICs or Term Deposits	Life Insurance Policies	Disability or Critical Illness Insurance	Employment Pension	Shares in Private Corporation(s)	Actions

There are no Entries.

Please add one entry for yourself, and one entry for your spouse (if applicable).

Will

Personal Representative is the executor and trustee in your will. Generally, one primary and one alternate personal representative is sufficient, but this depends on your circumstances.

Personal Representative

Full Name	Primary Personal Representative	Alternate Personal Representative	Actions

There are no Entries.

Please add one entry for yourself, and one entry for your spouse (if applicable).

Do you wish to have the entirety of your estate go to your spouse?

Yes

No

Please describe.

Please advise how you wish to distribute your estate.

To my parents

To my brothers and sisters

To my nephews and nieces

Charitable Gift

Other

Please advise how you wish to distribute your estate

Equally divided among all children

Divided among all children but different percentages

Charitable Gift

Other

Please describe.

If your spouse predeceases you, please advise how you wish to distribute your estate.

Equally divided among all children.

Divided among all children but different percentages.

Charitable Gift

Other

Please describe.

Although extremely unlikely, how would you like your estate to be divided if your spouse, your children, and your grandchildren predecease you?

1/2 to my parents and 1/2 to my spouse's parents

1/2 to my brothers and sisters and 1/2 to my spouse’s (or partner’s) brothers and sisters who are alive in equal shares

To my nephews and nieces and my spouse's nephews and nieces.

Charitable gift

Other

Although extremely unlikely, how would you like your estate to be divided if your spouse and the person(s) you have left your estate to predecease you?

1/2 to my parents and 1/2 to my spouse's parents

1/2 to my brothers and sisters and 1/2 to my spouse’s (or partner’s) brothers and sisters who are alive in equal shares

Equally divided between my nephews and nieces and my spouse's nephews and nieces.

Charitable gift

Other

Although extremely unlikely, how would you like your estate to be divided if your children and your grandchildren predecease you?

To my parents

To my brothers and sisters

To my nephews and nieces

Charitable gift

Other

Please describe the charitable gift.

Please describe.

At what age should your children receive their inheritance?

All at one age.

Staggered (example: 25% at 23 years old, 25% at 25 years old, remainder at 28 years old)

Immediately

All at one age - please describe.

Staggered - please describe.

At what age should your grandchildren receive their inheritance?

All at one age.

Staggered (example: 25% at 23 years old, 25% at 25 years old, remainder at 28 years old)

Immediately

All at one age - please describe

Staggered - please describe

Do you and your spouse (if applicable) want your will to speak to your desired funeral arrangements?

Yes

No

What are your desired funeral arrangements?

Cremation

Burial

Other

Please describe your wishes.

Enduring Power of Attorney

An enduring power of attorney is a legal document that lets you choose someone to make financial decisions for you if you can no longer make them. This person is called your “attorney”.

Attorney Information

Full Name	Primary Attorney	Alternate Attorney	Actions

There are no Entries.

Please add one entry for yourself, and one entry for your spouse (if applicable).

Personal Directive

A personal directive is a legal document that lets you choose someone to make personal decisions (e.g. about health care, living arrangements etc.) for you if you can no longer make them. This person is called your “agent”.

Agent

Full Name	Primary Agent	Alternate Agent	Actions

There are no Entries.

Please add one entry for yourself, and one entry for your spouse (if applicable).

Please review the information below. If there are any changes that you wish to make, you can select the "Previous" button at the bottom of the page. If you are ready to submit this to our Estates Planning Team, please select the "Submit" button. A copy of your submission will be sent to the email address you provided. We look forward to working with you.

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Estate Planning Questionnaire

Introduction

General Information

General Information

Family Information

Assets and Liabilities

Will

Enduring Power of Attorney

Personal Directive

Edmonton

Drayton Valley

Payment Portal