Will Intake Form

(Note: It is highly recommended that both you and your spouse should draw your respective Wills)

Please select the type of Will *

Your Information

Your Name *

Martial Status

Contact Number *

Your Email *

Your Date of Birth *

Month

Day

Year

Your Occupation

Name of Employer

Your Current Address

Country

Address 1 *

Address 2

City *

Province *

Postal code *

Will is Required by Date: *

Month

Day

Year

Trustee (Executors): A Trustee is a person who will help the beneficiaries in administering the Will, the property or assets after your death.

	Name	Trustee's Relationship With You	Trustee's Date of Birth	Trustee's Address
Primary		Trustee's Relationship With You Other...	Month Day Year
Secondary		Trustee's Relationship With You Other...	Month Day Year

BENEFICIARIES: (Who do wish to leave your estate to?)

	Relationship to You	Date of Birth
1	Relationship to You Other...	Month Day Year
2	Relationship to You Other...	Month Day Year
3	Relationship to You Other...	Month Day Year
4	Relationship to You Other...	Month Day Year
5	Relationship to You Other...	Month Day Year
6	Relationship to You Other...	Month Day Year

Guardian (For any Children who are under 18 now)

	Relationship to You	Date of Birth
1	Relationship to You Other...	Month Day Year
2	Relationship to You Other...	Month Day Year
3	Relationship to You Other...	Month Day Year

Special Instructions

Terms and Agreement

Agree with terms and conditions of submitting a will

Agree with terms and conditions of submitting a will *