Firstly we want to say we are sorry for your loss. Though we are here for you in a legal way, our ultimate goal is to help to relieve some of the stress you are feeling as you are faced with your estate administration task while you inevitably grieve the loss of your family member or friend. Regrettably some estate matters, such as life insurance claims and notifying the credit bureaus in particular, are time sensitive and will require your prompt attention.

Though we will need to collect additional information along the way, the details below will help us get your file started. The more detail that you can provide in the answering of this questionnaire, the easier your administration task will eventually be. We understand this process is difficult for you and we will be here to help you complete those sections that you are unable to complete on your own.

Please budget about one hour for your first appointment with our office, which you should book once the questionnaire below is completed to the best of your ability, and submitted to us.

We will be here to help along the way.

NOTE: This survey was formatted to be completed by the Executor/trix or Administrator/trix of the Estate. If you are not sure if you are the correct person to be completing this questionnaire, please contact us in advance of commencement.

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

1. YOUR PARTICULARS: *This question is required.

Full LEGAL Name (as shown on birth certificate)
Date of Birth
Relationship to Deceased
Have you ever been bankrupt? If so please advise when:
Mailing Address
Street Address (if different)
Occupation
Email
Cell Phone Number
Work Phone Number

2. DECEASED's PARTICULARS: *This question is required.

Full LEGAL Name (as shown on birth certificate)
Date of Birth
Date of Decease
Place of Decease
Mailing Address at time of Decease
Street Address at time of Decease (if different)
Nick Name (if applicable)
Occupation prior to death

3. Please advise which of the following applied to the deceased at the time of the death: (complete ALL that apply) [common-law herein means either living together as a couple for 3 years or declared common-law spouse at vital statistics]

4. Has a Vital Statistics Death Certificate been ordered? (if not, when it is ordered, please request expedited service so that it only takes a few days rather than a month or more to be shipped to you)

5. Deceased's Place of Birth:

6. Where did the Deceased own assets at the time of death (and prior tax year):

Please enter an 'other' value for this selection.

7. Which Province did the Deceased own assets in?

8. Was the Deceased only a Canadian citizen?

Please enter an 'other' value for this selection.

9. Please list the full names, dates of birth and addresses of ALL of the Deceased's children: (even if predeceased) [Provide schedule if the space below is insufficient]

Space Cell	Legal Name	Date of Birth	Mailing Address	Street Address	Number of children	Date of Death (if applicable)
Child #1	Child #1: Legal Name	Child #1: Date of Birth	Child #1: Mailing Address	Child #1: Street Address	Child #1: Number of children	Child #1: Date of Death (if applicable)
Child #2	Child #2: Legal Name	Child #2: Date of Birth	Child #2: Mailing Address	Child #2: Street Address	Child #2: Number of children	Child #2: Date of Death (if applicable)
Child #3	Child #3: Legal Name	Child #3: Date of Birth	Child #3: Mailing Address	Child #3: Street Address	Child #3: Number of children	Child #3: Date of Death (if applicable)
Child #4	Child #4: Legal Name	Child #4: Date of Birth	Child #4: Mailing Address	Child #4: Street Address	Child #4: Number of children	Child #4: Date of Death (if applicable)
Child #5	Child #5: Legal Name	Child #5: Date of Birth	Child #5: Mailing Address	Child #5: Street Address	Child #5: Number of children	Child #5: Date of Death (if applicable)
Child #6	Child #6: Legal Name	Child #6: Date of Birth	Child #6: Mailing Address	Child #6: Street Address	Child #6: Number of children	Child #6: Date of Death (if applicable)
Child #7	Child #7: Legal Name	Child #7: Date of Birth	Child #7: Mailing Address	Child #7: Street Address	Child #7: Number of children	Child #7: Date of Death (if applicable)
Child #8	Child #8: Legal Name	Child #8: Date of Birth	Child #8: Mailing Address	Child #8: Street Address	Child #8: Number of children	Child #8: Date of Death (if applicable)

10. Did the Deceased die with a person(a) financially dependant upon him/her? if so, please advise of name, nature of dependency and relationship: (eg child, spouse, prior spouse, etc)

Space Cell	Dependant Name	Nature of Dependency Issue (eg medical diagnosis or nature of addiction)	Relationship to the Deceased
Dependant #1	Dependant #1: Dependant Name	Dependant #1: Nature of Dependency Issue (eg medical diagnosis or nature of addiction)	Dependant #1: Relationship to the Deceased
Dependant #2	Dependant #2: Dependant Name	Dependant #2: Nature of Dependency Issue (eg medical diagnosis or nature of addiction)	Dependant #2: Relationship to the Deceased
Dependant #3	Dependant #3: Dependant Name	Dependant #3: Nature of Dependency Issue (eg medical diagnosis or nature of addiction)	Dependant #3: Relationship to the Deceased
Dependant #4	Dependant #4: Dependant Name	Dependant #4: Nature of Dependency Issue (eg medical diagnosis or nature of addiction)	Dependant #4: Relationship to the Deceased
Dependant #5	Dependant #5: Dependant Name	Dependant #5: Nature of Dependency Issue (eg medical diagnosis or nature of addiction)	Dependant #5: Relationship to the Deceased
Dependant #6	Dependant #6: Dependant Name	Dependant #6: Nature of Dependency Issue (eg medical diagnosis or nature of addiction)	Dependant #6: Relationship to the Deceased

11. Did the Deceased die WITH a Will or other testamentary document? Please note that even a handwritten note of testamentary wishes may have legal impact.

12. Are there any children of the Deceased that are not truly those of the Deceased by birth or adoption?

ESTATE ADMINISTRATION

Questionnaire to assist you with your Estate Administration file opening:

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

ESTATE ADMINISTRATION

Questionnaire to assist you with your Estate Administration file opening:

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

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