Estate Plan Questionnaire. Step 1 of 8 12% 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 InformationYour Email Address(Required) Which Estates lawyer are you working with?(Required)Mae ChowKayla ThompsonEmma HimslRoscoe GeeDo 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 InformationGeneral Information Full Legal Name Address Actions Edit Delete There are no Entries. Add Entry Maximum number of entries reached. Please add one entry for yourself, and one entry for your spouse (if applicable).Family InformationDo you have any children / step-children?(Required) Yes No How many children / step-children do you have?12345678910Children / Step-Children Child / Step-child's Full Legal Name Date of Birth of Child / Step-child Actions Edit Delete There are no Entries. Add Entry Maximum number of entries reached. 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 NameCity, ProvinceRelationship to You Add RemoveIf 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 Add RemoveIf you have more than one grandchild, please select the '+' button to add additional individualsHave you or your spouse (if applicable) stored genetic material (e.g. frozen sperm/eggs/embryos)? Yes No Assets and LiabilitiesThe 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 Edit Delete There are no Entries. Add Entry Maximum number of entries reached. Asset Information Full Name GICs or Term Deposits Life Insurance Policies Disability or Critical Illness Insurance Employment Pension Shares in Private Corporation(s) Actions Edit Delete There are no Entries. Add Entry Maximum number of entries reached. Please add one entry for yourself, and one entry for your spouse (if applicable). WillPersonal 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 Edit Delete There are no Entries. Add Entry Maximum number of entries reached. 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 describeStaggered - please describeDo 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 AttorneyAn 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 Edit Delete There are no Entries. Add Entry Maximum number of entries reached. Please add one entry for yourself, and one entry for your spouse (if applicable). Personal DirectiveA 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 Edit Delete There are no Entries. Add Entry Maximum number of entries reached. 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.{all_fields}
