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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

    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

    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

    Current Spouse/Partner

    Full Legal Name:

    Spouse/Partner Name Unknown

    Partner Address Unknown

    or Date Unknown

    Widow's Partner

    Full Legal Name:

    Spouse/Partner Name Unknown

    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:

    Please check (if applicable): Has a DisabilityDeceased

    Child 2

    Full Legal Name:

    Please check (if applicable): Has a DisabilityDeceased

    Child 3

    Full Legal Name:

    Please check (if applicable): Has a DisabilityDeceased

    Child 4

    Full Legal Name:

    Please check (if applicable): Has a DisabilityDeceased

    Five or more children

    Other Family Information

    If deceased has no spouse and no children:

    Parent 1

    Full Legal Name:

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

    Parent 2

    Full Legal Name:

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

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

    Sibling 1

    Full Legal Name:

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

    Sibling 2

    Full Legal Name:

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

    Sibling 3

    Full Legal Name:

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

    Four or more surviving siblings

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

    Next of Kin 1

    Full Legal Name:

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

    Next of Kin 2

    Full Legal Name:

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

    Next of Kin 3

    Full Legal Name:

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

    Next of Kin 4

    Full Legal Name:

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

    Five or more surviving next of kins

    C. Financial Information

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

    Did the Deceased own vehicle(s)? YesNo

    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

    Tax Free Savings Account (TFSA)

    Registered Retirement Savings Plan (RRSP)

    Registered Retirement Income Fund (RRIF)

    Non-Registered Investment Accounts

    Pensions

    Life Insurance

    Other Assets

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

    Mortgage

    Line of Credit

    Loans

    Other Debts

    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):


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