Estate Probate or Administration Questionnaire

In order for us to assist you with the Estate we need a little information to get started. We'll contact you for further details as required. This questionnaire is just a starting point.

Please enter the required information. You can tab to move between fields. Pressing the space bar will toggle the responses for the check boxes. Print off a finished copy and either fax, mail or drop it by our office at the address listed at the bottom of the form. Due to concerns we have for security of your personal information, we do not offer email as an option at this time. If you have any questions regarding filling out the questionnaire either e-mail us or call us at (250) 492-2425 or toll-free in BC 1-877-492-2644.

General Information

Full name of deceased:

Address of deceased:

SIN of deceased:

Date of Birth of deceased:

Name of Executor:

Relationship to deceased:

Your Information

Your name:

Relationship to deceased:

Phone:

Fax:

Email:

   

Address:

City: Prov.

Postal Code:

 

Will
Did the deceased have a will? Yes No
Do you have a copy of the will? Yes No

 
Date of Death

Beneficiaries
Spouse's Name, if not executor:
First Second
Other

Children & Other Beneficiaries
Number of children
Number of Step-children or Adopted Children
Name(s)of Children
1
2
3
4

Name(s) of any other beneficiaries:

Financial Information and Assets(????)

Do the assets include the following?
(Please check applicable areas)
Safety Deposit box?
Home Clear Title?
Vacation Property

Investment Real Estate
Other Real Estate Outside of Canada

A Business or an interest in a business
Bank Account, G.I.C.'s, Term Deposits

Investments, Stocks, Bonds, Mutual Funds Are these in an RRSP?
Pension(s)

Life Insurance Is this in an RRSP
Automobiles/Trucks Recreational Vehicle/Boats
Valuables, Jewelry, Art, Collections
Other: assets:

We will be in touch as we require further information about the assets of the Estate.

Name of the deceased's bank

Please print and fax, mail or drop off this form to:
Preston S. Mott
Mott Rutherford Welsh & Greig
#100 - 166 Main Street, Penticton, B.C., V2A 5A4
Telephone: 250.492.2425      Fax: 250.492.2451

© Copyright 1999-2005 Preston S. Mott Personal Law Corporation All rights reserved. No part of this publication may be reproduced in any form without permission.