Forms Library - Wills and Estates

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:
Date
Name
First Middle Last
Email
Phone
Address
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
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Please do not leave blank.
Do you currently have a Will?
Does your spouse have a Will?
Are you receiving benefits from an estate or trust? If so please give particulars.
Have you set up a trust to benefit another person? If so, please give particulars.
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?
Do you own an interest in a business?
Identification Upload
Max. file size: 50 MB.
Please upload two valid forms of Photo Identification.
Document Upload
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.
Partner or Spouse's Full Name
First Middle Last
Partner or Spouse's Date of Birth
Partner or Spouse's Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Part C – Children of Current/Previous Relationships:
Number of Children
Child #1 Full Name
First Middle Last
Child #1 Date of Birth
Child #1 Place of Birth
Child #1 Gender
Child #2 Full Name
First Middle Last
Child #2 Date of Birth
Child #2 Place of Birth
Child #2 Gender
Child #3 Full Name
First Middle Last
Child #3 Date of Birth
Child #3 Place of Birth
Child #3 Gender
Child #4 Full Name
First Middle Last
Child #4 Date of Birth
Child #4 Place of Birth
Child #4 Gender
Part D – Information Related to the Disposition of Estate
Name of the First Estate Trustee
First Middle Last
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 Estate Trustee's Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Gender
First Estate Administrator's Date of Birth
Relationship to you
Gender
Second Estate Trustee
First Middle Last
The second person you wish to give legal authority to manage or distribute an estate.
Address of Second Estate Trustee
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Second Estate Administrator's 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.
Name of First Guardian of Minor Children
First Middle Last
Relationship to you
Gender
Address of First Guardian of Minor Children
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Name of Second/Alternate Guardian of Minor Children
First Middle Last
Relationship to you
Gender
Address of Second/Alternate Guardian of Minor Children
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Acknowledgement
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.

Wills – Intake Form

Wills – Intake Form

Wills Intake Form

Part A – Personal Information:

Part B – Current Partner or Spouse's Personal Information

Part C – Children of Current/Previous Relationships:

Part D – Information Related to the Disposition of Estate

Part E – Beneficiaries of Your Will

Part F – Guardianship of Minor Children (If Applicable)

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