View source for Will Instructions Questionnaire (16:App A)

{{REVIEWED LSLAP | date= August 22, 2024}}
{{LSLAP Manual TOC|expanded = wills}}

The following document is a questionnaire that is a useful guide for gathering the necessary information of a client for constructing a will.


{{LSLAP Appendix PDF
| FileURL = media:LSLAP 16 App A Will Instructions Questionnaire.pdf
| PermaCC = https://perma.cc/AU62-WB93
}}

== Part I – Client Information ==

=== Information about the Will-maker: ===

Name (full):<BR>
Alias:<BR>
Address:<BR>																									
Occupation (if retired, ask for former occupations):<BR>							
Date of birth:<BR>
Place of birth (city/province/country):<BR>		
Relationship status – single, engaged, married, separated, divorced, widowed, cohabiting (including plans to marry):<BR>										
Citizenship – Canadian or registered Indian as defined in the ''Indian Act'':<BR>				
Telephone no:<BR>
Fax no:<BR>
E-mail address:<BR>	

=== Information about the Spouse or Partner: ===

Name (full):<BR>
Alias:<BR>				
Address:<BR>																							
Occupation (if retired, ask for former occupations):<BR>						
Date of birth:<BR>
Place of birth (city/province/country):<BR>
Relationship status – single, engaged, married, separated, divorced, widowed, cohabiting (including plans to marry):<BR>										
Citizenship – Canadian or registered Indian as defined in the ''Indian Act'':<BR>				
Telephone no:<BR>
Fax no:<BR>
E-mail address:<BR>

=== Will-maker’s Current Marital Status: ===

Date of marriage:<BR>
Place of marriage:<BR>
Place of residence when will-maker was married:<BR>					
Has a marriage agreement been signed?<BR>
Has the Will-maker provided LSLAP with a copy?<BR>
Has a separation agreement been signed?<BR>
Has the Will-maker provided LSLAP with a copy?<BR>
Has any family law proceeding taken place or been commenced?<BR>			

=== Prior Marriages: ===

Has the Will-maker been previously married?<BR>
If so, name(s) of former spouse(s):<BR>
Is the Will-maker required to pay maintenance to children or former spouse?<BR>

=== Other Personal Relations: ===

Is the Will-maker currently cohabiting with someone and is unmarried?<BR>
Is the Will-maker currently cohabiting with someone other than the spouse named above?<BR>			
Name of the cohabitant:<BR>				
Has the Will-maker signed a cohabitation agreement?<BR>
Has the Will-maker provided LSLAP with a copy of the cohabitation agreement?<BR>
Has the Will-maker ceased cohabiting with someone with whom s/he cohabited for two years or more?<BR>

=== Children: ===

Ask the Will-maker about their children’s full name, date of birth, place of residence (i.e. whether they live with the Will-maker), birth status (i.e. biological child? born outside of wedlock? adopted? from which partner? born with a disability?), and current status (i.e. living or deceased?):<BR>
																																							
=== Next-of-Kin: ===

If the Will-maker does not have a spouse or child, ask about the Will-maker’s closest relatives – parents, siblings, nieces or nephews, etc. – and their full name, age, and address:<BR>
																																							
=== Other Dependents: ===

Ask the Will-maker if they have someone dependent on them for financial support for whom the Will-maker wish to provide – such as an elderly parent – and their full name, age, and address:<BR>
																																							
=== Other Responsibilities: ===

Ask if the Will-maker is currently:
* serving as the legal guardian for a person under the age of 19 (other than the Will-maker’s own children);
* serving as the committee or other legal guardian for a disabled or incapacitated adult; and
* serving as Executor of an estate of a deceased.

::''If the Will-maker is serving as an Executor for another, the terms of the will may provide for an alternative Executor on the death of the Will-maker or provide no alternate. In the latter case, the Will-maker’s appointed Executor of the Will-maker’s will would take over the Will-maker’s role as Executor of the other deceased. The Will-maker may, therefore, wish to appoint two Executors: one as Executor of their own estate and the other to take over the executorship of the previous will.''
	
																																																			
== Part 2 – Financial Information ==

::''LSLAP can only assist clients whose estate consists of personal properties and does not include real properties and business interests such as proprietorships and partnerships.''

::''LSLAP cannot advise clients with the disposition of foreign assets.''

=== Financial and Personal Assets: ===

Bank accounts & term deposits:<BR>																								
Securities/bonds/shares:<BR>																				
Life insurance:<BR>																								
Pension plans & annuities:<BR>																							
RRSPs & RRIFs:<BR>																							
TFSAs:<BR>																									
Collectibles & other valuables:<BR>																		
Personal effects (e.g. furniture, automobiles, boats, etc.):<BR>													
Other substantial assets (e.g. promissory notes, valuable club memberships, etc.):<BR>
																										
=== Liabilities: ===

Inquire about the details of the Will-maker’s loans payable, guarantees, indemnities, and other debts:																																																		

{| class="wikitable"
|+ Estimated Net Value of Estate
|-
!  !! Will-maker’s name !! Partner’s name !! Joint names
|-
| Total assets ||  ||  || 
|-
| Less – total debts ||  ||  || 
|-
| Total value of estate, before tax ||  ||  || 
|}		


== Part 3 – Will Instructions ==

=== Information about the Primary Executor: ===

Name (full):<BR>
Alias:<BR>						
Address:<BR>																							
Occupation (if retired, ask for former occupations):<BR>										
Relationship to Will-maker:<BR>
									
=== Information about the Alternate Executor: ===

Name (full):<BR>
Alias:<BR>
Address:<BR>																
Occupation (if retired, ask for former occupations):<BR>																																					
Relationship to Will-maker:<BR>
								
=== Appointment of Guardian(s) for Infant Children (i.e. under 19): ===

==== Primary Guardian: ====

Name (full):<BR>
Alias:<BR>
Address:<BR>																							
Occupation (if retired, ask for former occupations):<BR>																		
Relationship to Will-maker:<BR>							

==== Alternate Guardian: ====

Name (full):<BR>
Alias:<BR>
Address:<BR>																									
Occupation (if retired, ask for former occupations):<BR>																												
Relationship to Will-maker:<BR>

{| class="wikitable"
|+ Specific Bequests of Personal Effects
|-
! Full name of the beneficiary !! Address !! Relationship to Will-maker !! Description of item
|-
| _ ||  ||  ||  
|-
| _ ||  ||  ||  
|-
| _ ||  ||  ||  
|}

{| class="wikitable"
|+ Specific Bequests of Cash Legacies
|-
! Full name of the beneficiary !! Address !! Relationship to Will-maker !! Amount
|-
| _ ||  ||  ||  
|-
| _ ||  ||  ||  
|-
| _ ||  ||  ||  
|}

{| class="wikitable"
|+ Charitable Gifts
|-
! Name of charity !! Address !! Cash amount/specific assets
|-
| _ ||  ||  
|-
| _ ||  ||  
|-
| _ ||  ||  
|}

{| class="wikitable"
|+ Residue of Will-maker’s Estate
|-
! Full name of the beneficiary !! Address !! Relationship to Will-maker !! Amount/Portion of residue
|-
| _ ||  ||  || 
|-
| _ ||  ||  || 
|-
| _ ||  ||  || 
|}
		
==== “Clean-up” Clauses: ====

'''If the Executor needs to invest the estate''', the restriction the Will-maker would like to place on the Executor is:

* Unrestricted (any investment the Executor thinks is appropriate):					
* Restricted, the restrictions being:									

'''If minors are to receive gifts''', the trustee and their name, address, and relationship to child are:
																										
The age the child can receive the gift absolutely is:
						
Can money be used for the benefit of the child (e.g. education) before they become entitled absolutely?
	
Other limitations: 
																																							
If a child fails to survive to above age, the gift/share is to be:
																																							
==== What is to be done with the Will-maker’s remains? ====

																																							


{{LSLAP Manual Navbox|type=chapters15-23}}