Wills Questionnaire

In order for us to assist you 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. (Toll-free: 1-877-492-2644)

Personal/Family Information

Will & Testament of:

Name of TESTATOR:

Phone:

Fax:

Email:

   

Address:

 

City:

Prov.

Postal Code:

Occupation

       

Marriage
First   Second

Other relationship

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

Name(s) of any other beneficiaries:

Financial Information and Assets

Do your assets include the following?
(Please check applicable areas)
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:

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.