Forms Library - Wills and Estates

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Wills and Estates Form

Please only fill out this form if you have scheduled a consultation. Do not fill the form out if you have not scheduled a consultation with our law firm.

Wills Intake Form

Please fill out this form prior to a booked consultation for the draft of your Last Will and Testament. The information you provide in this Form will not be shared with any third parties.

Part A – Personal Information

First Name

Middle Name Name

Last Name

Phone

Street Address

Address Line 2

City

State / Province / Region

ZIP / Postal Code

Country

Date of Birth

Place of Birth - City and Country

Marital Status

Occupation
Please do not leave blank

Work Address

Work Address Line 2

Work City

Work State / Province / Region

Work ZIP / Postal Code

Work Country

Please do not leave blank.

Do you currently have a Will?

Does your spouse have a Will?

Please do not leave blank.

Are you receiving benefits from an estate or trust?

Have you set up a trust to benefit another person?

Do you or your spouse have a marriage or cohabitation contract?

This is commonly known as Prenuptial Agreement.

Have you entered into any separation agreement?

Are you divorced? If so, do you have your divorce Court Order or Decree of Divorce?

Have you entered into any other agreement that deals with the disposition of your estate?

Identification Upload

Accepted file types: jpg, gif, png, pdf,
Max. file size: 50 MB.

Please upload two valid forms of Photo Identification.

Document Upload

Accepted file types: jpg, gif, png, pdf,
Max. file size: 50 MB.

Please upload any existing Last Will and Testaments, trusts, business agreements, cohabitation or marriage agreements, separation agreements or any other document which your lawyer ought to know about in preparing your Last Will and Testament.

Part B – Current Partner or Spouse's Personal Information

If you do not have a partner or spouse, please leave section blank and move onto the next section.

First Name

Middle Name Name

Last Name

Date of Birth

Street Address

Address Line 2

City

State / Province / Region

ZIP / Postal Code

Country

Part C – Children of Current / Previous Relationships

If you do not have any children, please leave section blank and move onto the next section.

Number of Children

Please select the number of children you have from current or previous relationships. If you have more than 5 children, please select the correct number and provide details of additional children in the "Children Additional Details" field at the end of this section.

Child 1

First Name

Middle Name

Last Name

Date of Birth

Place of Birth

Gender

Child 2

First Name

Middle Name

Last Name

Date of Birth

Place of Birth

Gender

Child 3

First Name

Middle Name

Last Name

Date of Birth

Place of Birth

Gender

Child 4

First Name

Middle Name

Last Name

Date of Birth

Place of Birth

Gender

Child 5

First Name

Middle Name

Last Name

Date of Birth

Place of Birth

Gender

Children Additional Details

Part D – Disposition of Estate

First Estate Trustee

The person you wish to give legal authority to manage or distribute an estate. We recommend providing the name of two people. If you have a spouse, this could be your spouse followed by another name if your spouse is unavailable or unwilling to act as your Estate Trustee.

First Name

Middle Name

Last Name

Street Address

Address Line 2

City

State / Province / Region

ZIP / Postal Code

Country

Date of Birth

Relationship to you

Gender

Second Estate Trustee

The second person you wish to give legal authority to manage or distribute an estate.

First Name

Middle Name

Last Name

Street Address

Address Line 2

City

State / Province / Region

ZIP / Postal Code

Country

Date of Birth

Relationship to you

Gender

Part E – Beneficiaries of Your Will

A beneficiary typically refers to someone eligible to receive distributions from a trust or a Will. The beneficiary or beneficiaries outlined in your Will are the individuals who you choose to pass on your property or belongings to when you are no longer living.

Name of Beneficiaries and Relationship to You

Name all individuals that you wish to be named as beneficiaries under your Will. Please provide the beneficiary’s 1. Full Name, 2. Date of Birth, 3. City and Country of Residence, 4. Phone Number. 5. Percentage of your estate you wish to leave to them. Your beneficiaries will not be contacted.

Name of Alternate Beneficiaries and Relationship to You

Alternate Beneficiaries (if previously named beneficiaries predecease you). Please provide their 1. Full Name, 2. Date of Birth, 3. City and Country of Residence, 4. Phone Number. 5. Percentage of your estate you wish to leave to them. Your beneficiaries will not be contacted.

Part F – Guardianship of Minor Children (If Applicable)

Please Note: The named guardian must consent to have custody of any minor child(ren) upon your death and must apply to a court of competent jurisdiction within (90) days of your death for appointment as the custodian and guardian of property of said children. Your lawyer will discuss this with you.

First Guardian of Minor Children

First Name

Middle Name

Last Name

Relationship to you

Gender

Street Address

Address Line 2

City

State / Province / Region

ZIP / Postal Code

Country

Second/Alternate Guardian

First Name

Middle Name

Last Name

Relationship to you

Gender

Street Address

Address Line 2

City

State / Province / Region

ZIP / Postal Code

Country

I agree.
The above will be used to prepare a Last Will & Testament for you when the applicable fees have been paid to our firm.

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