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WILL AND INCAPACITY COMBO (Form Only)
Step
1
of
13
7%
Your Information
Name
*
First
Last
Address
*
Street Address
Complément
City
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Northwest Territories
Nova Scotia
Nunavut
Ontario
Prince Edward Island
Quebec
Saskatchewan
Yukon
Province
Postal Code
Phone Number
*
Email
*
Date of birth
*
MM slash DD slash YYYY
Place of birth (City, Province and Country)
*
Occupation
*
Social Insurance Number
Organ donor
*
Yes
No
If yes: please provide medicare number
*
Civil status and matrimonial regime
*
Single
Married
Civil Union
Separated
Divorced
Spouse's name:
*
First
Last
Name of Last Spouse
*
Provide degree of marriage (1st, 2nd or 3rd marriage?)
*
Date of marriage
*
Date of last marriage
*
Date of civil union
*
Place of marriage (City, Province and Country)
*
Place of last marriage
*
Place of civil Union
*
Are you currently in the process of divorce?
*
Yes
No
If yes, do you have a pending court number?
*
Yes
No
Provide the court number
*
Since when are you separated from your spouse?
*
Do you have a legal separation judgement?
*
Yes
No
Please, provide the date and the number of the separation judgement
*
Since when are you separated from your last spouse?
*
Provide date of judgement of divorce
*
Number of judgement of divorce
*
If you have been married in Québec: Do you have a marriage contract in separation of property
Yes
No
Please, provide the name of the notary and the date such contract was signed
*
Funeral Arrangements
Would you like to name specific persons who will be responsible for executing your funeral or burial arrangements, or assign this task to the liquidator(s)?
*
Choose specific persons
Assign to liquidator
Please name the person you would like to be responsible for your funeral arrangements. Also, select a second person to be responsible for your funeral arrangement in case the first person, for any reason, cannot exercise his or her duty.
Name of the primary person to be responsible for funeral arrangements:
*
First
Last
Name of the secondary person to be responsible for your funeral arrangements:
*
First
Last
Would you like to specify your wishes for your funeral and/or burial arrangements to or leave to the discretion of your liquidator or ?
*
Specify precise wishes
Leave to the discretion of the liquidator.
Upon my death, I would like to be:
*
Buried
Cremated
Leave it to the discretion of my liquidator(s)
Leave it to the discretion of specifics person(s)
Name
*
First
Last
Name
First
Last
Where would you like to be buried?
*
Please provide any specific wishes regarding your burial, funeral or memorial service:
How would you like your ashes to be stored or disposed of?
*
What specific wishes do you have regarding your cremation?
Nomination of liquidator(s)
How many liquidator(s) do you have?
*
One (1)
Two (2)
Three (3)
Four (4)
Five (5)
The liquidator is the person you elect to carry out the wishes you set down in your will. Please choose a primary liquidator and a secondary liquidator in case the primary individual, for any reason, cannot carry out his or her functions.
Name of the principal liquidator:
*
First Name
Last Name
Name of the secondary liquidator:
*
First Name
Last Name
Name of the third liquidator:
*
First Name
Last Name
Name of the fourth liquidator:
*
First Name
Last Name
Name of the fifth liquidator:
*
First Name
Last Name
Would you have a liquidator who is a legatee to be entitled to reasonable remuneration?
*
Yes
No
If yes, please put an amount or more specifics
*
Would you have a liquidator who is not a legatee to be entitled to reasonable remuneration?
*
Yes
No
If yes, please put an amount or more specifics
*
RRSPs and Pension Funds
Do you have pension funds or RRSPs in your name?
*
Yes
No
Do you want to bequeath your pension funds or RRSPs funds to your spouse?
*
Yes
No
If no, to how many beneficiaries would you like to bequeathe any amounts in your name from pension funds or RRSPs?
*
One (1)
Two (2)
Three (3)
Name of beneficiaries (RRSPs and pension funds)
*
First name
Last name
How would you like to divide your RRSPs and pension funds among the beneficiaries?
*
Equal Shares
Percentages
For each beneficiary, please specify the percentage of your RRSPs and pensions funds you would like to allocate to them:
*
Beneficiary
Percentage
In the case that this person does not survive you, to how many people would you like to bequeathe your RRSPs and pension funds?
*
One (1)
Two (2)
Three (3)
Four (4)
Five (5)
Name of secondary beneficiaries (RRSPs and pension funds)
*
First name
Last name
How would you like to divide your RRSPs and pension funds among the secondary beneficiaries?
*
Equal Shares
Percentages
For each secondary beneficiary, please specify the percentage of your RRSPs and pensions funds you would like to allocate to them:
*
Beneficiary
Percentage
Investments
Do you have investments?
*
Yes
No
If yes, to how many beneficiaries would you like to bequeath your investments?
*
Please enter a number from
1
to
10
.
Name of beneficiaries (investments)
*
First name
Last name
How would you like to divide your investments among the beneficiaries?
*
Equal Shares
Percentages
For each beneficiary, please specify the percentage of your investments you would like to allocate to them
*
Beneficiary
Percentage
In the case that this person does not survive you, to how many individuals would you like to bequeathe your investments?
*
Please enter a number from
1
to
10
.
Secondary beneficiaries
*
First name
Last name
How would you like to divide your investments among the secondary beneficiaries?
*
Equal Shares
Percentages
For each secondary beneficiary, please specify the percentage of your investments you would like to allocate to them
*
Beneficiary
Percentage
Shares in a corporation
Do you have shares in a private or public corporation?
*
Yes
No
If yes, to how many individuals would you like to bequeathe your shares?
Please enter a number from
1
to
10
.
Name of Beneficiaries (Shares)
*
First name
Last name
How would you like to divide your shares among the beneficiaries?
Equal Shares
Percentages
For each secondary beneficiary, please specify the percentage of your shares would like to allocate to them
*
Beneficiary
Percentage
Advenant que cette personne ne vous survive pas, choississez un ou plusieurs bénéficiaires.
In the case that this person does not survive you, to how many individuals would you like to bequeath your shares?
Please enter a number from
1
to
10
.
Name of Secondary Beneficiaries (shares)
*
First name
Last name
In the case that the primary beneficiary does not survive you, how would you like to divide your shares among the secondary beneficiaries?
*
Equal Shares
Percentages
For each secondary beneficiary, please specify the percentage of your shares you would like to allocate to them:
*
Beneficiary
Percentage
Life Insurance
Do you have a life insurance policy?
*
Yes
No
If yes, to how many individuals would you like to bequeath amounts owed to you from life insurance?
*
Please enter a number from
1
to
10
.
Name of Beneficiaries
*
First name
Last name
How would you like to divide any sums paid out by your life insurance policy among the beneficiaries?
*
Equal Shares
Percentage
For each beneficiary, please specify the percentage of any amounts owed from life insurance would like to allocate to them:
*
Beneficiary
Percentage
In the case that this person does not survive you, to how many individuals would you like to bequeath amounts owed to you from life insurance?
*
Please enter a number from
1
to
10
.
Name of Secondary Beneficiaries (life insurance)
*
First name
Last name
How would you like to divide any sums paid out by your life insurance policy among the secondary beneficiaries?
*
Equal Shares
Percentages
For each secondary beneficiary, please specify the percentage of any amounts owed from life insurance would like to allocate to them:
*
Beneficiary
Percentage
Bank Accounts
To how many individuals would you like to bequeath any amounts held in any bank accounts with funds in your name?
*
Please enter a number from
1
to
10
.
Name of Beneficiaries (Bank Accounts)
*
First name
Last name
How would you like to divide the funds in your banks accounts among the beneficiaries?
*
Equal Shares
Percentages
For each beneficiary, please specify the percentage of funds you would like to allocate to each beneficiary:
*
Beneficiary
Percentage
In the case that this person does not survive you, to how many beneficiaries would you like to bequeath funds contained in bank account in your name?
*
Please enter a number from
1
to
10
.
Name of Secondary Beneficiaries (Bank Accounts)
*
First name
Last name
How would you like to funds in your accounts among the secondary beneficiaries?
*
Equal Shares
Percentages
For each secondary beneficiary, please specify the percentage of fundsy you would like to allocate to them:
*
Beneficiary
Percentage
Real Estate
Do you own a property?
*
Yes
No
To how many individuals would you like to bequeath your primary residence?
*
Please enter a number from
1
to
10
.
Name of Beneficiaries (Property)
*
First name
Last name
How would you like to divide your primary property among the beneficiaries?
*
Equal Shares
Percentages
For each beneficiary, please specify the percentage of your property you would like to allocate to them:
*
Beneficiary
Percentage
In the case that this person does not survive you, how many beneficiaries would you like to bequeath your property to?
*
Please enter a number from
1
to
10
.
Name of Secondary Beneficiaries (Property)
*
First name
Last name
How would you like to divide your property among the secondary beneficiaries?
*
Equal Shares
Percentages
For each secondary beneficiary, please specify the percentage of your property you would like to allocate to them:
*
Beneficiary
Percentage
Vehicles
Do you own one or several vehicles?
Yes
No
To how many individuals would you like to bequeath your vehicle(s)?
*
Zero (0)
One (1)
Two (2)
Three (3)
Four (4)
Five (5)
For each beneficiary, please specify the percentage and the name of your vehicle you would like to allocate to them:
Vehicle (Name)
Beneficiary
Percentage
In the case that this person does not survive you, how many beneficiaries would you like to bequeath your vehicle(s) to?
*
Zero (0)
One (1)
Two (2)
Three (3)
Four (4)
Five (5)
For each beneficiary, please specify the percentage and the name of your vehicle you would like to allocate to them:
Vehicle (Name)
Beneficiary
Percentage
Furniture and Posessions at Your Primary Residence
Would you like to bequeath the content of your primary residence? (furniture, applainces, electronics)
*
Yes
No
To how many individuals would you like to bequeath the contents of your primary residence? (furniture, appliances, electronics)
*
Please enter a number from
1
to
10
.
Name of Beneficiaries (Home contents)
*
First name
Last name
How would you like to divide the contents of your home between the beneficiaries?
*
Equal Shares
Percentages
For each beneficiary, please specify the percentage of your home contents would like to allocate to them:
*
Beneficiary
Percentage
In the case that this person does not survive you, to how many individuals would you like to bequeath the contents of your home?
*
Please enter a number from
1
to
10
.
Name of Secondary Beneficiaries (Home contents)
*
First name
Last name
In the case the the primary beneficiary does not survive you, how would you like to divide the contents of your property among the beneficiaries?
*
Equal Shares
Percentages
For each secondary beneficiary, please specify the percentage of your home contents you would like to allocate to them:
*
Beneficiary
Percentage
Jewelry, watches and other precious items
Do you have jewelry or watches?
*
Yes
No
To how many individuals would you like to bequeath your jewelry and watches?
*
Please enter a number from
1
to
10
.
Name of Beneficiaries (jewelry and watches)
*
First name
Last name
How would you like to divide your jewelry, watches and other precious items between the beneficiaries?
*
Equal Shares
Percentages
For each beneficiary, please specify the percentage of your precious items you would like to allocate to them:
*
Beneficiary
Percentage
In the case that this person does not survive you, to how many individuals would you like to bequeath jewelry and watches in your possession at the time of your passing?
*
Please enter a number from
1
to
10
.
Name of Secondary Beneficiaries (jewelry and watches)
*
First name
Last name
How would you like to divide your jewelry, watches and other precious items between the secondary beneficiaries?
*
Equal Shares
Percentages
For each secondary beneficiary, please specify the percentage of your precious items you would like to allocate to them:
*
Beneficiary
Percentage
Mandate in case of Incapacity
Please, give us the informations about the mandatories that you would like to appoint
*
First name
Last name
Relation to you
Miscellaneous section
*
Tell us if you have any details or comments to add. Do you want to meet with the notary in person before the signing or have a telephone conversation to specify some details?
Comments
This field is for validation purposes and should be left unchanged.
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