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NEW Will Questionnaire
Home
NEW Will Questionnaire
NEW Will Questionnaire
admin
2023-08-29T08:34:19-07:00
Will & Estate Planning Questionnaire
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Your Name
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Financial Institution Name
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Financial Representative Name
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I designate the following Lawyer and/or Law Firm to be the recipient of my completed questionnaire and direct Truvera Trust Corporation to forward it to them:
Law Firm or enter N/A
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Lawyer or enter N/A
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Note:
If no designation is made, I direct Truvera Trust Corporation to select a lawyer of their own choosing to be the recipient of my completed questionnaire and forward it to them.
Access Code
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Will & Estate Planning Questionnaire
Introduction
• The purpose of this questionnaire is to obtain the information that a lawyer requires in order to prepare a Will for you.
• Truvera Trust Corporation (“Truvera”) will keep your response to this questionnaire confidential and will disclose the completed questionnaire only to the law firm you designate to prepare your Will, or to other parties that you designate.
• The completed questionnaire will be reviewed by Truvera.
• In most cases Truvera will then send the completed questionnaire to the law firm you have designated to prepare your Will.
• The law firm will contact you shortly after it receives the completed questionnaire.
• In some cases, Truvera may contact you before sending the completed questionnaire to the law firm, for example if supplemental information is required.
• If you have questions regarding the foregoing please contact Truvera at info@truvera.ca
Usage Tips
• If you and your spouse each require a Will, then each of you should independently complete separate copies of this questionnaire.
• You will notice there are questions that require a “yes” or a “no” answer, if you do not check the “yes” box it is assumed that the answer is “no.”
• When you have completed the questionnaire, please click the “Submit” button at the end of the questionnaire (this requires active Internet connection).
• Should you require to provide additional information, please enter in the comments sections on the last page.
Please Agree to our End User License Agreement
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YOU (THE WILL MAKER) AND YOUR FAMILY
Your full legal name:
(do not use initials or nicknames):
Your maiden name(s):
(if applicable)
List aII other names that you use or have used:
Your date of birth:
DD slash MM slash YYYY
Your place of birth (city, country):
Your citizenship:
Your domicile (country of permanent residence):
Your Current Address:
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cabo Verde
Cambodia
Cameroon
Canada
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czechia
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic People's Republic of
Korea, Republic of
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macao
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Macedonia
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Réunion
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syria Arab Republic
Taiwan
Tajikistan
Tanzania, the United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkmenistan
Turks and Caicos Islands
Tuvalu
Türkiye
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Åland Islands
Country
Your Phone (Home):
Your Phone (Work):
Your Phone (Mobile):
Your Email:
Do you authorize Truvera Trust Corporation to use that email address to send you sensitive information regarding your Will and estate plan?
Yes
Do you authorize the law firm which prepares your Will to use that email address to send you sensitive information regarding your Will and estate plan?
Yes
Do you have an existing Will (including a Will made in a foreign jurisdiction, or in another Canadian province or territory), a Power of Attorney, a Representation Agreement, or an estate planning document?
Yes
Your occupation:
Are you, or have you ever been a citizen of a country other than Canada?
Yes
Were you ever in a previous marriage or common-law relationship?
Yes
Do you have a marriage agreement, a prenuptial agreement or a cohabitation agreement with this spouse?
Yes
Is your current marital status likely to change in the near future?
Yes
Have you ever divorced?
Yes
Your current marital status (select one):
Single
Married
Divorced
Separated
Common-Law
Widow or Widower
Spouse
Spouse’s full legal name
List all other names that this spouse uses or has used, including maiden names.
Place of marriage (city, country):
Date of marriage:
DD slash MM slash YYYY
Spouse’s date of birth:
DD slash MM slash YYYY
Spouse’s place of birth (city, country):
Spouse’s citizenship:
Spouse’s current address, with postal code:
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cabo Verde
Cambodia
Cameroon
Canada
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czechia
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic People's Republic of
Korea, Republic of
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macao
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Macedonia
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Réunion
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syria Arab Republic
Taiwan
Tajikistan
Tanzania, the United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkmenistan
Turks and Caicos Islands
Tuvalu
Türkiye
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Åland Islands
Country
Children
Do you have any children (including adult children, step-children, adopted children, deceased children and children born out of wedlock)?
Yes
No
List all of your children (including adult children, adopted children, deceased children or children born out of wedlock):
Full legal name
Address
Date of Birth (dd/mm/yyyy)
Disability/Special Needs? (yes/no)
List all of your step-children or other dependents, if any:
Full legal name
Address
Date of Birth (dd/mm/yyyy)
Disability/Special Needs? (yes/no)
Your Financial Assets
List any credit union, bank or other deposit accounts in your sole name:
Financial Institution
Branch
Value (approximate)
List any credit union, bank or other deposit accounts in joint names with your spouse or others:
Financial Institution
Branch
Value (approximate)
List any life insurance policies you or anyone else (for example, an employer or business partner) has on your life:
Insurance Company
Policy Owner
Designated Beneficiary
Death Benefit Value (approximate)
List any life insurance policies you own on the life any person other than yourself:
Insurance Company
Policy Owner
Life Insured
Designated Beneficiary
Cash Surrender Value of policy
Death Benefit Value (approximate)
List any Registered Retirement Savings Plans, Tax Free Savings Accounts, Registered Retirement Income Funds, Registered Education Savings Plans, Registered Disability Savings Plans, Pooled Registered Pension Plans or Registered Investments that you own:
Plan Type
Trustee
Plan Owner
Designated Beneficiary
Value (approximate)
List any pension plans (e.g. CPP, employer, etc.) or Retirement Compensation Arrangements that you own:
Plan Type
Trustee
Plan Owner
Designated Beneficiary
Value (approximate)
List any deferred or other profit sharing plans that you own:
Trustee
Plan Owner
Designated Beneficiary
Value (approximate)
List any investment or brokerage accounts containing GICs, term deposits, stocks, bonds, mutual funds, etc.) which are not listed above:
Financial Institution
Branch
Other Joint Owner(s) if any
Value (approximate)
Do you own shares in any private companies?
Yes
No
Your Home & Other Real Property
List any real property or real property interests in British Columbia or elsewhere; for example principal residence, vacation home, recreational property, time share, fractional interest, etc.:
Property Description
Address
Your interest /share (%)
Original Cost
Current Value (approximate)
Outstanding Mortgage Amount
Mortgage Insurance (Y/N)
Tenant Occupied? (Full or portion)
Your Tangible Personal Property
List any valuable antiques, jewellery, collectibles, any other tangible personal property not described above, or works of art (description, location, approximate value):
Are you a beneficiary of an estate or trust? Please provide details.
Your Debts & Liabilities
Are you liable for any spousal and/or child support?
Yes
Have you guaranteed somebody else's debts?
Yes
Are you party to any Court proceeding?
Yes
Are there any unresolved or unpaid amounts possibly owing to Canada Revenue Agency?
Yes
List any personal debt, such as bank/credit union loans or credit card debt, outstanding promissory notes, accounts payable, unpaid installments, margin account debt, etc.:
Creditor Name & Address
Creditor’s Relationship to you, if any
Amount Owing
Complete the following if you have borrowed money against any policy of insurance on your life:
Insurance Company
Policy Description
Current Outstanding Loan Amount
Do you want your Will to mention your funeral or burial wishes?
Yes
No
Do you wish to be buried or cremated?
Buried
Cremated
Do you wish to be buried or cremated in accordance with your religious faith?
Yes
No
Which faith?
Do you belong to a burial/memorial society, or have you prearranged/prepaid your funeral or burial?
Yes
No
Please Provide Details:
Even if your Will mentions your funeral or burial wishes, you should inform your executor(s) and next of kin of those wishes, since your Will may not be read for some time after your death.
Executor(s)
When you die, your Executor determines what property you own and what debts you owe; settles your financial affairs; and carries out the provisions in your Will. Often the Executor is a spouse, trust company, sibIing, business partner, trusted advisor, close friend or two or more of these. Truvera Trust Corporation has the expertise to act as your executor, and would be pleased to be considered for this role, either alone or with one or more of the people described above. Your lawyer will discuss these options with you.
Guardian(s)
If you and your spouse die or become incapacitated before your children reach the age of majority (age 19 in BC), who do you want to act as guardian(s) of your children until they reach the age of majority? For each proposed guardian please provide:
Full Name:
Address:
Gender:
Occupation:
Relationship To You:
Have you asked this person to serve as guardian? (y/n)
If yes, is this person willing to serve as guardian? (y/n)
If any guardian named above predeceases you, or is unable or unwilling to act as guardian, who do you want to name as alternate guardian(s)? For each proposed alternate guardian please provide details:
Full Name:
Address:
Gender:
Occupation:
Relationship To You:
Have you asked this person(s) to serve as alternate guardian? (y/n)
If yes, is this person willing to serve as alternate guardian? (y/n)
Specific Bequests/Legacies
Are there any specific bequests or legacies that you would like included in your Will?
Yes
No
List Bequests / Legacies
Recipient
Item
Your Pet(s)
Should your Will mention your pet(s) and their care after your death?
Yes
No
List Pets
Pet Name
Comments Regarding Pet Care
Testamentary Trusts
Please refer to the Trustee Services section of the website of Truvera Trust Corporation,
www.truvera.ca
for information about setting up trusts for any of your beneficiaries (i.e. your spouse, children or grandchildren) for purposes such as income splitting, asset preservation, income tax reduction, creditor protection, protection from spousal claims, timing of distributions, etc. Your lawyer will explain Testamentary Trusts in more details.
Enduring Power of Attorney
You may wish to appoint an “attorney” to manage your financial and legal affairs in case you become incompetent or incapable of managing your affairs before you die. This can be done through the use of an Enduring Power of Attorney. Truvera Trust Corporation,
www.truvera.ca
has the expertise to act as your attorney, and would be pleased to be considered for this role, either alone or with one or more others. Your lawyer will explain Enduring Powers of Attorney in more detail.
An Enduring Power of Attorney is often prepared together with a Will. However, the cost of preparing a Will does not normally include the cost of preparing an Enduring Power of Attorney. Your lawyer will explain the costs.
Representation Agreement
You may wish to appoint someone as your representative to make decisions on your behalf regarding your personal and health care during any disability, illness or at end of life; should you become incompetent or incapable of managing your affairs. This can be through the use of a Representation Agreement. Your lawyer will explain Representation Agreements in more detail.
A Representation Agreement is often prepared together with a Will. However, the cost of preparing a Will does not normally include the cost of preparing a Representation Agreement. Your lawyer will explain the costs.
British Columbia law does not permit a trust company to act as a representative under a Representation Agreement having provisions which include health care or personal care. Accordingly, Truvera Trust Corporation,
www.truvera.ca
cannot be considered for this role.
If you have any other comments or instructions please provide them here:
Date of completion of this questionnaire:
DD slash MM slash YYYY
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