Wills Intake Form - Open Door Law - Legal Services In Vancouver, BC

Wills Intake Form

Thank you for selecting Open Door Law to potentially assist you with preparing a Last Will & Testament. We kindly request that you complete our Wills Intake Form as much as possible. By completing this form in advance, we can spend more time focusing on your decisions and wishes regarding your estate, as well as the information to coduct our check for conflicts and comply with the Law Society of British Columbia’s identification requirements. Submission of this form will help us assess your matter and determine if you can assist you. It should not be inferred that a lawyer client relationship is formed until we confirm this with you.

Please note: This form may not elicit from you all the information you wish to give us or that we will wish to obtain from you. We reserve the right to request additional information from you either before or during our meeting. Unless expressly requested to do so, we will not check the names of the registered owners of assets, but will rely on the information you give us. This form assumes that British Columbia law applies to you.

Please complete one form per couple if wills are reciprocal.

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. Personal Information of the Will Maker

Your Full Legal Name:

First Name *

Middle Name

Last Name *

Name variation(s) or other names used

Street Address *

City *

Province *

Postal Code

Phone (Primary) *

Phone (Alternate)

Email *

Date of Birth *

City of Birth *

Country of Birth *

Occupation *

Do you have a previous will? YesNo

Reason for Change:

Are we revoking the previous will? YesNo

Please explain:

Do you wish to register your Will with Vital Statistics? (An additional $50 fee applies)YesNo

Please tell us where you intend to store your Will:

Marital Status

MarriedCommon LawSeparatedDivorcedEngagedCohabitingWidowedNever MarriedOther

Current Spouse/Partner

Full Legal Name:

First Name

Middle Name

Last Name

Spouse/partner lives at the same address

Street Address (If different)

City

Province

Postal Code

Phone

Date of Birth

Occupation

Are we creating a reciprocal will for your spouse/partner? YesNo

Are you a party to a cohabitation agreement or prenuptial agreement that limits what your spouse/partner can claim against your estate? YesNoUncertain

Please provide us with a copy of your cohabitation agreement so that we may determine your estate’s obligations (if any) under it. (Acceptable file format: pdf, doc, docx. Max 2MB.)

Please provide us with a copy for review and advise. (Additional charges apply) (Acceptable file format: pdf, doc, docx. Max 2MB.)
Note: Can be uploaded here or provided at our in-person meeting.

Have you signed a marriage agreement? YesNo

Please provide us with a copy of your marriage agreement so that we may determine your estate’s obligations (if any) under it. (Acceptable file format: pdf, doc, docx. Max 2MB.)

Have you been previously married or in a common law relationship within the last two (2) years? YesNo

Previous Spouse(s)/Partner(s)

Full Legal Name:

First Name

Middle Name

Last Name

Date of Birth

Occupation

Phone

If more than 1 previous partner, please write names, address, relationship, occupation and contact information on a separate page and upload it here: (Acceptable file format: pdf, doc, docx. Max 2MB.)

Do you have to pay maintenance to your children or former spouse(s)? YesNo

Please provide us with a copy of the agreement or court order regarding maintenance provisions so that we may determine your estate’s obligations (if any) under it. (Acceptable file format: pdf, doc, docx. Max 2MB.)

Children

The word “child” means a natural birth child, an adopted child or a step-child that has been adopted by the step-parent.

Number of children from current marriage, including your spouse or partner’s 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.)

Number of Children from Previous Marriage(s):

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.)

If you have children, are they included in your estate plan or is anyone excluded? IncludedExcluded

Please state as succinctly as possible the reason why the child is excluded from your estate plan (i.e. estrangement, poor relationship, etc.). Provide as much detail as you are able as children who are not included generally have the right to challenge the estate, so it is best to provide a rationale for why the child is being excluded.

If you have children and anticipate potentially having others, or if you have no children and potentially may have them, do you wish to insert language to leave your estate to an unborn child(ren) or will you update your Will if that occurs? I wish to anticipate leaving my estate to an unborn child(ren)I will update my Will later

Trust

Do you require a trust in your will? (Additional fees apply)YesNo

If yes, please consult our lawyer to discuss further.

B. Financial Information

Do you own real estate/ real property (principal residence, recreational properties, or investment properties)? YesNo

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

Do you own vehicle(s)? YesNo

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

Do you own your own business/company? YesNo
If yes, is it incorporated? YesNo

Do you own shares of a private company, or an interest in a business? YesNo

Do you require a separate corporate will to deal with your corporate interests (please contact our office for more information)? YesNo

(For more details on multiple wills, please visit our Last Will and Testament page.)

Do you own 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:

Do you 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:

C. Executor

(Executor: The person who you appoint to manage and administer your estate)

Primary Executor

If you have a spouse, do you wish this person to be your primary executor? YesNo

Please appoint a Primary Executor:

Primary Executor's Full Legal Name:

First Name *

Middle Name

Last Name *

Street Address *

City *

Province *

Postal Code

Phone *

Email *

Relationship to You: * (e.g. spouse, son, daughter, friend)

Co-Executor or Alternate Executor

Would you like to appoint a/an: Alternate ExecutorCo-Executor (joint with primary executor)No, neither is needed

First Name *

Middle Name

Last Name *

Street Address *

City *

Province *

Postal Code

Phone

Relationship to You: * (e.g. spouse, son, daughter, friend)

Do you wish to remunerate your executor? YesNoNeed Advice (This can be discussed in our meeting with you)

D. Special Gifts/Cash Legacy

How many individuals with whom do you wish to leave specific gifts or cash?

Individual 1

First Name

Middle Name

Last Name

Street Address

City

Province

Postal Code

Phone

Relationship to You: (e.g. spouse, son, daughter, friend)

Specify Gift / Cash Gift Amount

Individual 2

First Name

Middle Name

Last Name

Street Address

City

Province

Postal Code

Phone

Relationship to You: (e.g. spouse, son, daughter, friend)

Specify Gift / Cash Gift Amount

Individual 3

First Name

Middle Name

Last Name

Street Address

City

Province

Postal Code

Phone

Relationship to You: (e.g. spouse, son, daughter, friend)

Specify Gift / Cash Gift Amount

Individual 4

First Name

Middle Name

Last Name

Street Address

City

Province

Postal Code

Phone

Relationship to You: (e.g. spouse, son, daughter, friend)

Specify Gift / Cash Gift Amount

If more than 4 special gifts or cash gifts, please write names, address, relationship and distribution on a separate page and upload it here: (Acceptable file format: pdf, doc, docx. Max 2MB.)

E. Residue of Estate

(Beneficiaries: To whom do you want to leave the balance of your estate)

To whom do you wish to leave the Residue of Your Estate? My spouse, if alive at the time of my demise, and if not then to my children equallyMy spouse, if alive at the time of my demise, and my children equallyMy children equallyNone of the above; I will specify

If you are NOT leaving the residue of your estate to your spouse and/or children, please specify the beneficiaries:

Primary Beneficiaries

Beneficiary 1

Full Legal Name:

First Name

Middle Name

Last Name

Street Address

City

Province

Postal Code

Phone

Relationship to You: (e.g. spouse, son, daughter, friend)

Distribution

Beneficiary 2

Full Legal Name:

First Name

Middle Name

Last Name

Street Address

City

Province

Postal Code

Phone

Relationship to You: (e.g. spouse, son, daughter, friend)

Distribution

Three or More Primary beneficiaries
Please write names, address, relationship and distribution on a separate page and upload it here: (Acceptable file format: pdf, doc, docx. Max 2MB.)

Alternate beneficiaries

If none of your primary beneficiaries survive you by thirty (30) days, how do you wish the residue of your estate be distributed?

Alternate Beneficiary 1 (if applicable)

Full Legal Name:

First Name

Middle Name

Last Name

Street Address

City

Province

Postal Code

Phone

Relationship to You: (e.g. spouse, son, daughter, friend)

Distribution

Alternate Beneficiary 2 (if applicable)

Full Legal Name:

First Name

Middle Name

Last Name

Street Address

City

Province

Postal Code

Phone

Relationship to You: (e.g. spouse, son, daughter, friend)

Distribution

Three or More Alternate Beneficiaries
Please write names, address, relationship and distribution on a separate page and upload it here: (Acceptable file format: pdf, doc, docx. Max 2MB.)

F. Guardianship

(To be completed if any children under 19 years of age)

Do you have children under the age of 19? YesNo

Please skip to the next section. This section is not applicable to you.

Should both yourself and the other parent not survive, please complete the following:

Primary Guardian

Full Legal Name:

First Name

Middle Name

Last Name

Street Address

City

Province

Postal Code

Phone

Relationship to You: (e.g. spouse, son, daughter, friend)

Do you desire an Alternate Guardian? YesNo

Alternate Guardian

Full Legal Name:

First Name

Middle Name

Last Name

Street Address

City

Province

Postal Code

Phone

Relationship to You: (e.g. spouse, son, daughter, friend)

G. Additional Information

Funeral Arrangement

I wish to be: BuriedCrematedAt the Discretion of My Executor

If you have any specific wishes for your funeral or memorial service, and/or for your ashes if you are to be cremated, please describe below: Please inform your family of your wishes and request that they honour them.

Have any pre-paid arrangements been made? YesNo

Pets

Do you have any pets for which you wish to leave a gift to the pet carer with a statement in your will that you hope these funds are used to maintain the quality of life and health of your animal(s): YesNo

Name of pet(s):

Person(s) to whom you wish to leave gift and custody of your pet(s):

Amount $:

Special Instructions for Pet Carer:

Do you require a pet trust clause? (Additional fees apply)YesNo

Other Information (Additional Fees Apply)

Do you need a Power of Attorney? YesNo

Do you wish to use your appointed Executor as your appointed Power of attorney as well? YesNo

If no, please complete our Power of Attorney Intake Form.

Do you need a Representation Agreement? YesNo

Do you wish to use your appointed Executor as your appointed Representation as well? YesNo

If no, please fill out our Representation Agreement (RA9) Intake Form.

Do you need an Advance Directive? YesNo

Additional Comments (if any):

Required Consent and Agreement *
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A. Personal Information of the Will Maker

Marital Status

Children

Child 1

Child 2

Child 3

Child 4

Five or more children

Child 1

Child 2

Child 3

Child 4

Five or more children

Trust

B. 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

C. Executor

Primary Executor

Co-Executor or Alternate Executor

D. Special Gifts/Cash Legacy

Individual 1

Individual 2

Individual 3

Individual 4

E. Residue of Estate

Primary Beneficiaries

Alternate beneficiaries

F. Guardianship

Primary Guardian

Alternate Guardian

G. Additional Information

Funeral Arrangement

Pets

Other Information (Additional Fees Apply)

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