Wills & Estates Questionnaire

Male

Female

Birth date *

Email address :*

Home Primary

Cell Primary

Business Primary

Are you a first time home buyer:

Yes No

Martial status:

Married Single

To be completed if more than one purchaser:

Joint Tenants Tenants in Common

*Where title is held as "joint tenants" and one of the owners dies, the surviving joint tenant automatically becomes the owner of the property no matter what a Last Will and Testament might state. This is the manner of holding title most commonly used by spouses.

*However, where title is held as "tenants in common" and one of the owners dies, the deceased owner’s interest passes to a beneficiary according to any Last Will and Testament made by the deceased.

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Client purchaser 1:

Client purchaser 2:

Client purchaser 3:

Client purchaser 4:

Client purchaser 5:

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