Wills and Estates Intake Form

Contact Information:
Full Name*
First Last
Telephone*
Email*
Address
City
Which Wills and Estates services do you require?*
- Wills Drafting, Review, Execution
- POA Drafting, Review, Execution
- Update real estate deed (for estate or tax planning purposes)
- Set up trusts
- Probate Application – I have a valid Will
- Probate Application – I do not have a valid Will
- Other
Structure of Business (Other)
Estate Location
- Canada
- Other countries
If your estate is located in another country, then you must look for another lawyer in that country to deal with your estate
Estate asset type include:
- Real Estate
- Vehicles
- Bank Accounts
- Investment products (e.g. RRSP, TFSA)
- Private Corporation shares
- Public corporation stocks
- Others
Other asset type
Estate Debts include:
- Mortgage
- Car Loan
- Credit Cards or Line of Credit
- Business Loans
- Other
- There are NO estate debts
Other asset type
My family situation is:
- Married, no kids
- Married with kids, kids are over 18 years old
- Married with kids, kids are under 18 years old
- Not married with kids, kids are over 18 years old
- Not married with kids, kids are under 18 years old
- Multiple marriages in the past
- Have elderly parents
- Other
Other asset type

Contact Information: