CONTACT US NOW — 604-689-3667 | info@opendoorlaw.com
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.

Print this form

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

    B. Information of the Deceased

    Full Legal Name:


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

    Did the Deceased die with a will? YesNo

    [group group-will]

    Date of the Will:

    Date of any Codicils:

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

    [/group]

    Marital Status

    MarriedCommon LawSeparatedDivorcedWidowNever Married

    [group group-divorced]

    Divorced

    [/group]

    [group group-partner]

    Current Spouse/Partner

    Full Legal Name:

    Spouse/Partner Name Unknown

    Partner Address Unknown

    [/group]

    [group group-commonlaw]

    or Date Unknown

    [/group]

    [group group-widow]

    Widow's Partner

    Full Legal Name:

    Spouse/Partner Name Unknown

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

    [/group]

    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:

    [group group-children-1]

    Child 1

    Full Legal Name:

    Please check (if applicable): Has a DisabilityDeceased

    [/group]

    [group group-children-2]

    Child 2

    Full Legal Name:

    Please check (if applicable): Has a DisabilityDeceased

    [/group]

    [group group-children-3]

    Child 3

    Full Legal Name:

    Please check (if applicable): Has a DisabilityDeceased

    [/group]

    [group group-children-4]

    Child 4

    Full Legal Name:

    Please check (if applicable): Has a DisabilityDeceased

    [/group]

    [group group-children-more]

    Five or more children

    [/group]

    Other Family Information

    If deceased has no spouse and no children:

    [group group-parent-1]

    Parent 1

    Full Legal Name:

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

    [/group]

    [group group-parent-2]

    Parent 2

    Full Legal Name:

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

    [/group]

    If deceased has no spouse, no children, and no parents:

    [group group-sibling-1]

    Sibling 1

    Full Legal Name:

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

    [/group]

    [group group-sibling-2]

    Sibling 2

    Full Legal Name:

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

    [/group]

    [group group-sibling-3]

    Sibling 3

    Full Legal Name:

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

    [/group]

    [group group-next-sibling-more]

    Four or more surviving siblings

    [/group]

    If deceased has no spouse, no children, no parents, and no siblings:

    [group group-next-kin-1]

    Next of Kin 1

    Full Legal Name:

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

    [/group]

    [group group-next-kin-2]

    Next of Kin 2

    Full Legal Name:

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

    [/group]

    [group group-next-kin-3]

    Next of Kin 3

    Full Legal Name:

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

    [/group]

    [group group-next-kin-4]

    Next of Kin 4

    Full Legal Name:

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

    [/group]

    [group group-next-kin-more]

    Five or more surviving next of kins

    [/group]

    C. Financial Information

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

    [group group-deceased-property]

    [/group]

    Did the Deceased own vehicle(s)? YesNo

    [group group-deceased-vehicle]

    [/group]

    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

    [group group-bank-accounts]

    Bank Accounts

    [/group]

    [group group-tfsa]

    Tax Free Savings Account (TFSA)

    [/group]

    [group group-rrsp]

    Registered Retirement Savings Plan (RRSP)

    [/group]

    [group group-rrif]

    Registered Retirement Income Fund (RRIF)

    [/group]

    [group group-investment]

    Non-Registered Investment Accounts

    [/group]

    [group group-pension]

    Pensions

    [/group]

    [group group-life]

    Life Insurance

    [/group]

    [group group-assets-other]

    Other Assets

    [/group]

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

    [group group-mortgage]

    Mortgage

    [/group]

    [group group-line-credit]

    Line of Credit

    [/group]

    [group group-loan]

    Loans

    [/group]

    [group group-debts-other]

    Other Debts

    [/group]

    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 *

    Contact Us


      Required Consent and Agreement *