Probate And Administration Form - Open Door Law - Legal Services In Vancouver, BC

Probate and Administration Form

When you need help to alleviate the burden of probate, we are here for you. As experienced counsel, we focus on the legal details to allow you time to grieve. Our probate and administration form should be completed by the executor who intends to engage our firm for assistance as it sets out the information that we will require to assist with the court filings. We recognize that an executor may not have all of the required information at hand and we recommend the executor to provide as much information as he or she does have so that our in person meetings can be focused on determining only those things we still require which will ultimately make the process faster and smoother.

Note: By completing this form, a solicitor client relationship should not be assumed as we are required to conduct a conflict check and provide you with an engagement letter as part of our regulatory and best practice requirements before we are fully engaged. While this form intends to gather the most relevant information, we reserve the right to ask for additional information which is necessary to provide effective counsel and assistance to you. Please note that as we are British Columbia lawyers and we assume that British Columbia law applies to you.

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If you would rather complete this form on paper, we also offer a PDF version that you can print, then mail or fax to us. (Details within)

Fields marked with * are required

A. Executor/Administrator Information

First Name *

Middle Name

Last Name *

Street Address *

City *

Province *

Postal Code

Phone *

Email *

Occupation *

B. Information of the Deceased

Full Legal Name:

First Name *

Middle Name

Last Name *

Name variation(s) or other names used

Street Address *

City *

Province *

Postal Code

Social Insurance Number (SIN)

BC Personal Health Number (PHN)

Occupation

Date of Birth

City of Birth

Country of Birth

Date of Death

Place of Death

Do you have the original death certificate or will obtain it? YesNo

Did the Deceased die with a will? YesNo

Date of the Will:

Date of any Codicils:

Do you have the original will and any codicils, or will obtain it? YesNo

Marital Status

MarriedCommon LawSeparatedDivorcedWidowNever Married

Divorced

Date of Divorce:

Current Spouse/Partner

Full Legal Name:

Spouse/Partner Name Unknown

First Name

Middle Name

Last Name

Partner Address Unknown

Street Address

City

Province

Postal Code

Date of Common Law Relationship Started:

or Date Unknown

Widow's Partner

Full Legal Name:

Spouse/Partner Name Unknown

First Name

Middle Name

Last Name

Date of Death

Did the deceased re-marry after the date of the will? YesNo

Children of the Deceased

The word “child” includes a child of your marriage, a child born outside of marriage, and an adopted child.

Number of children:

Child 1

Full Legal Name:

First Name

Middle Name

Last Name

Date of Birth

Please check (if applicable): Has a DisabilityDeceased

Street Address

City

Province

Postal Code

Child 2

Full Legal Name:

First Name

Middle Name

Last Name

Date of Birth

Please check (if applicable): Has a DisabilityDeceased

Street Address

City

Province

Postal Code

Child 3

Full Legal Name:

First Name

Middle Name

Last Name

Date of Birth

Please check (if applicable): Has a DisabilityDeceased

Street Address

City

Province

Postal Code

Child 4

Full Legal Name:

First Name

Middle Name

Last Name

Date of Birth

Please check (if applicable): Has a DisabilityDeceased

Street Address

City

Province

Postal Code

Five or more children

Please write their names, date of birth and contact information on a separate page and upload it here: (Acceptable file format: pdf, doc, docx. Max 2MB.)

Other Family Information

If deceased has no spouse and no children:
Are there any surviving parents?

Parent 1

Full Legal Name:

First Name

Middle Name

Last Name

Street Address

City

Province

Postal Code

Relationship to Deceased

Please check (if applicable): Has a DisabilityHas a Committee

Parent 2

Full Legal Name:

First Name

Middle Name

Last Name

Street Address

City

Province

Postal Code

Relationship to Deceased

Please check (if applicable): Has a DisabilityHas a Committee

If deceased has no spouse, no children, and no parents:
Are there any surviving siblings?

Sibling 1

Full Legal Name:

First Name

Middle Name

Last Name

Street Address

City

Province

Postal Code

Relationship to Deceased

Please check (if applicable): Has a DisabilityHas a CommitteeMinor

Sibling 2

Full Legal Name:

First Name

Middle Name

Last Name

Street Address

City

Province

Postal Code

Relationship to Deceased

Please check (if applicable): Has a DisabilityHas a CommitteeMinor

Sibling 3

Full Legal Name:

First Name

Middle Name

Last Name

Street Address

City

Province

Postal Code

Relationship to Deceased

Please check (if applicable): Has a DisabilityHas a CommitteeMinor

Four or more surviving siblings

Please write their names, date of birth, relationship to deceased, and contact information on a separate page and upload it here: (Acceptable file format: pdf, doc, docx. Max 2MB.)

If deceased has no spouse, no children, no parents, and no siblings:
Are there any surviving next of kins?

Next of Kin 1

Full Legal Name:

First Name

Middle Name

Last Name

Street Address

City

Province

Postal Code

Relationship to Deceased

Please check (if applicable): Has a DisabilityHas a CommitteeMinor

Next of Kin 2

Full Legal Name:

First Name

Middle Name

Last Name

Street Address

City

Province

Postal Code

Relationship to Deceased

Please check (if applicable): Has a DisabilityHas a CommitteeMinor

Next of Kin 3

Full Legal Name:

First Name

Middle Name

Last Name

Street Address

City

Province

Postal Code

Relationship to Deceased

Please check (if applicable): Has a DisabilityHas a CommitteeMinor

Next of Kin 4

Full Legal Name:

First Name

Middle Name

Last Name

Street Address

City

Province

Postal Code

Relationship to Deceased

Please check (if applicable): Has a DisabilityHas a CommitteeMinor

Five or more surviving next of kins

Please write their names, date of birth, relationship to deceased, and contact information on a separate page and upload it here: (Acceptable file format: pdf, doc, docx. Max 2MB.)

C. Financial Information

Did the Deceased own real estate/ real property (principal residence, recreational properties, or investment properties)? YesNo

Please provide details (address and market value) of the property(ies):

Did the Deceased own vehicle(s)? YesNo

Please provide details and market value of the vehicle(s):

Did the Deceased own any assets? (check all that apply)Bank AccountsTax Free Savings Account (TFSA)Registered Retirement Savings Plan (RRSP)Registered Retirement Income Fund (RRIF)Non-Registered Investment AccountsPensionsLife InsuranceOther Assets

Bank Accounts

Institution

Branch Address

Account Number

Estimated Amount

Tax Free Savings Account (TFSA)

Institution

Estimated Amount

Beneficiary

Registered Retirement Savings Plan (RRSP)

Institution

Estimated Amount

Beneficiary

Registered Retirement Income Fund (RRIF)

Institution

Estimated Amount

Beneficiary

Non-Registered Investment Accounts

Institution

Estimated Amount

Beneficiary

Pensions

Institution

Estimated Amount

Beneficiary

Life Insurance

Institution

Estimated Amount

Beneficiary

Other Assets

Please specify:

Did the Deceased owe any debts? (Check all that apply)MortgageLine of CreditLoansOther Debts

Mortgage

Institution

Estimated Amount

Notes

Line of Credit

Institution

Estimated Amount

Notes

Loans

Institution

Estimated Amount

Notes

Other Debts

Please specify:

D. Additional Information

Did the Deceased own any safe-deposit box? YesNo
Does the Deceased qualify for CPP Death Benefit? YesNo
Did the Deceased receive CPP? YesNo
Did the Deceased receive OAS? YesNo

Additional Comments (if any):

Required Consent and Agreement *
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A. Executor/Administrator Information

B. Information of the Deceased

Marital Status

Divorced

Current Spouse/Partner

Widow's Partner

Children of the Deceased

Child 1

Child 2

Child 3

Child 4

Five or more children

Other Family Information

Parent 1

Parent 2

Sibling 1

Sibling 2

Sibling 3

Four or more surviving siblings

Next of Kin 1

Next of Kin 2

Next of Kin 3

Next of Kin 4

Five or more surviving next of kins

C. Financial Information

Bank Accounts

Tax Free Savings Account (TFSA)

Registered Retirement Savings Plan (RRSP)

Registered Retirement Income Fund (RRIF)

Non-Registered Investment Accounts

Pensions

Life Insurance

Other Assets

Mortgage

Line of Credit

Loans

Other Debts

D. Additional Information

Open Door Law Corporation

P: 604-689-3667 F: 604-689-5843 E: info@opendoorlaw.com

Contact Us

P: 604-689-3667
F: 604-689-5843
E: info@opendoorlaw.com