Wills & Estates Questionnaire

    Section 1 - Personal Information

    TESTATOR NO. 1

    Mr.Mrs.Miss

     





    TESTATOR NO. 2

    MrMrsMiss

     






    Section 2 - Contact Information













    Section 3 - Marital Status

    MarriedSingleSeparatedDivorcedWidowedCommon law

     

    YesNo

     

    Section 4 - Children/Dependents

    Child/Dependent No. 1

    Mr.Mrs.Miss.

     
      MarriedSingleSeparatedDivorcedWidowedCommon law








    Child/Dependent No. 2

    Mr.Mrs.Miss.

     
      MarriedSingleSeparatedDivorcedWidowedCommon law








    Child/Dependent No. 3

    Mr.Mrs.Miss.

     
      MarriedSingleSeparatedDivorcedWidowedCommon law








    Child/Dependent No. 4

    Mr.Mrs.Miss.

     
      MarriedSingleSeparatedDivorcedWidowedCommon law









    Section 5 - Estate Trustee

    Primary Estate Trustee

    My SpouseOther Individual(fill in name below)

     

    Mr.Mrs.Miss.

     



    Secondary Estate Trustee





    Section 6 - Beneficiaries

    To My Spouse. If my spouse dies before me, then equally to my childrenOther Disposition(please explain)


    Section 7 - Trust for Children

    Under 29 years of age, share is to be invested by the Trustees.When they reach 21 they receive income from their share.When they reach 23, they get one third (1/3) of the capital, when they reach 25 they get one (1/3) third of the capital; when theyreach 29 they get the balance of their share.Other Disposition(please explain):


    Section 8 - Guardian(s)

    Primary Guardian

    Mr.Mrs.Miss

     









    Secondary Guardian

    Mr.Mrs.Miss

     










    Section 9 - Family Disaster Instructions

    Divide half of the estate between my brothers and sisters and the other half between my spouse's brothers and sisters.Divide half between my parents and the other half between my spouse's parentsOther Disposition(please explain):


    Section 10 - Power of Attorney Care

    Primary Attorney (care)

    My SpouseOther Individual(fill in name below)

     

    Mr.Mrs.Miss

     



    Secondary Attorney (care)





    Section 11 - Power of Attorney Management

    Primary Attorney (Property)

    My SpouseOther Individual(fill in name below)

     

    Mr.Mrs.Miss.

     



    Secondary Attorney (Property)





    Section 12 - Acknowledgement

    In order to ensure accuracy, please carefully review the information you have entered, and read the information below.

    • The information provided to the Law Offices of RKLaw (the "Firm") will be held in strict confidence;
    • The submission of the RKLaw Online Wills & Estates Form (the "Form") does not create a solicitor-client relationship and the Firmreserves the right, in its sole and absolute discretion, not to retain any individual(s) for whatever reason,including the arising of a conflict of interest or if prescribed by the applicable rules of professional conduct;
    • That all the information provided in the Form is true, complete, and
      accurate;
    • That I have completed this Form for the purposes of providing preliminary information to the Firm in order that it may complete my will and powers of attorney, and for no other improper or irrelevant purpose;
    • That the Firm is relying on the information provided inthis form and will not be held liable for any inaccuracies or omissions in connection with the information I have provided;
    • That the Firm may require that I produce valid photo identification to substantiate the information provided herein;
    • I have fully read and understand this Form and this Acknowledgement.


    I AGREEI DISAGREE