ESTATE PLANNING

This literary work is protected by the Copyright Act of Canada R.S.C., 1985, c. C-42

1. Full Legal Name: *This question is required.

2. Address & Postal Code:

3. What is the full legal name of your current spouse?

4. Your Marital Status:

Please enter an 'other' value for this selection.
Please enter an 'other' value for this selection.
Please enter an 'other' value for this selection.

5. Date of Marriage: This question requires a valid date format of MM/DD/YYYY.

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6. Email: This question requires a valid email address.

7. Home/Cell Phone:

8. Work Phone:

9. Occupation:

10. Employer:

11. Date of Birth: This question requires a valid date format of MM/DD/YYYY.

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12. Place of Birth:

13. Where do you own assets:

Canada
Other country

14. In which Provinces do you own assets?

15. In which other country do you own assets and what type of assets?

16. Are you only a Canadian citizen?

17. Of which other country are you a citizen?

18. Please list the full names, dates of birth and addresses of all of your children and the children of your spouse. Please also specify whether the child is a joint child, child of one parent, adopted child, or foster child.

Space Cell	Legal Name	Date of Birth	Address	Details about this child's children: First names and ages	Is your child a joint child or step-child?
Child #1	Child #1: Legal Name	Child #1: Date of Birth	Child #1: Address	Child #1: Details about this child's children: First names and ages	Child #1: Is your child a joint child or step-child?
Child #2	Child #2: Legal Name	Child #2: Date of Birth	Child #2: Address	Child #2: Details about this child's children: First names and ages	Child #2: Is your child a joint child or step-child?
Child #3	Child #3: Legal Name	Child #3: Date of Birth	Child #3: Address	Child #3: Details about this child's children: First names and ages	Child #3: Is your child a joint child or step-child?
Child #4	Child #4: Legal Name	Child #4: Date of Birth	Child #4: Address	Child #4: Details about this child's children: First names and ages	Child #4: Is your child a joint child or step-child?
Child #5	Child #5: Legal Name	Child #5: Date of Birth	Child #5: Address	Child #5: Details about this child's children: First names and ages	Child #5: Is your child a joint child or step-child?
Child #6	Child #6: Legal Name	Child #6: Date of Birth	Child #6: Address	Child #6: Details about this child's children: First names and ages	Child #6: Is your child a joint child or step-child?
Child #7	Child #7: Legal Name	Child #7: Date of Birth	Child #7: Address	Child #7: Details about this child's children: First names and ages	Child #7: Is your child a joint child or step-child?
Child #8	Child #8: Legal Name	Child #8: Date of Birth	Child #8: Address	Child #8: Details about this child's children: First names and ages	Child #8: Is your child a joint child or step-child?

19. Are there any children which are not your own by birth or adoption that you wish to include in your will as though they were in fact your own?

No
Yes, my current spouses children: (provide names) Please enter an 'other' value for this selection.
Yes, my foster children: (provide names) Please enter an 'other' value for this selection.
Yes, my prior spouses children: (provide name of spouse and children) Please enter an 'other' value for this selection.
Other - Write In Please enter an 'other' value for this selection.

20. Are any of your children/descendants to be excluded from your will?
If so, please provide name and reason for exclusion.

21. Are any of your beneficiaries financially dependant upon you (for a reason other than they are a minor), if so, please advise of particulars:

Space Cell	Dependant full legal name	Dependant Age	Cause of Dependency (eg medical diagnosis, addiction etc)
Dependent #1	Dependent #1: Dependant full legal name	Dependent #1: Dependant Age	Dependent #1: Cause of Dependency (eg medical diagnosis, addiction etc)
Dependent #2	Dependent #2: Dependant full legal name	Dependent #2: Dependant Age	Dependent #2: Cause of Dependency (eg medical diagnosis, addiction etc)
Dependent #3	Dependent #3: Dependant full legal name	Dependent #3: Dependant Age	Dependent #3: Cause of Dependency (eg medical diagnosis, addiction etc)

22. Are any of your beneficiaries step-children or foster children? If so, please advise of particulars. Note that foster and step-children do not have any inheritance rights at law, unless specifically NAMED in your will!

23. Have any children or other descendant (child, grandchild) predeceased you? If so, please provide name, date of decease, and relation to you.

24. Do you currently have a will? Please note that even a handwritten note of what to do with an asset when you die, may have legal impact.

25. Have you been previously married?

26. Have you ever lived in common-law relationship with a person other than a person you married? (Common law definitions vary but for the purpose of this survey we will mean: 3 years cohabitation as couple or 1 year with joint child)

Please enter an 'other' value for this selection. * This question is required.

27. Regarding your previous marriage, please check which applies?

Legally Divorced?
Prior Spouse Deceased?
In the process of separation?

28. Do you own property that you resided upon with a spouse (or adjacent to)? If so, please provide particulars: (Common law or married)

ESTATE PLANNING

Please provide as much detail as possible in the completion of this questionnaire, so that we are in a better position to prepare your Estate Planning Documentation promptly and comprehensively.