Estate Planning Questionnaire

Secure Your Future with Expert Will Drafting

Full Legal Name* Email Address* Residential Address Cell Number Home Number Place of Birth Date of Birth Citizenship Marital Status* Legally MarriedCommon LawSingleDivorcedWidow

Information current or previous spouse or partner (If Applicable/Known)Full Legal Name Email Address Residential Address Telephone Place of Birth Date of Birth Citizenship

Children’s Information

Name	Age	Place of Residence	Relationship

*Please note if any of your children suffer from a mental and/or physical disability

Dependents Information

(These are people who live with you and/or you financially support them)
Examples: an elderly parent, disabled brother or sister, grandchild etc.

Name	Age	Relationship	Place of Residence

Executor (First Choice)

Full Legal Name* Relationship* Place of Residence*

Executor (Second Choice)

Full Legal Name Relationship Place of Residence

Selecting your Children’s Guardian

1.) List your first choice of who you would like to look after your minor children if you were to pass away.

First Choice Full Legal Name Relationship Place of Residence Second ChoiceFull Legal Name Relationship Place of Residence

Disposition of Estate: Who is Getting What and When?

1.) If you are to pass away before your spouse, would you like your spouse to receive your entire estate? * YesNoIf no, specify: 2.) If your spouse predeceases you, or passes away at the same time as you, would you like your entire estate to be left to your children? * Yes, in equal sharesYes, but in unequal shares as specified belowSpecify: DID YOU KNOW...

Any assets owned jointly with another person(s) and any assets with a named beneficiary (i.e. life insurance policies, registered investments) will not form part of your estate. In the case of joint assets, the survivor will become the sole owner and in the case of assets with named beneficiaries, the beneficiaries will receive the asset directly. Please check your beneficiary designations to ensure they represent your intentions.

If no, specify: 3.) If your children are minors, we strongly suggest that their share of your estate be held in a trust fund until they reach an age of majority. Please indicate what you would prefer *OPTION ONE: Age 18 - 20% of their share, Age 20 - 30% of their share, Age 24 - 50% of their shareOPTION TWO

Specify custom distribution:

Other (please specify)4.) Is there anyone that you are excluding from your Will who would think or believe that they should be entitled to a portion of your estate? * NoYesIf yes, specify: 5.) If in the event that all your named beneficiaries listed above pass away, how would you like your estate distributed?

*If you name a specific charity, please confirm and verify the proper description.

6.) Is there any specific gifts you would like to include in your Will? An example may be an item of high financial and/or sentimental value.*

Note: You are not required to identify specific gifts in your Will.

NoYesIf yes, please specify what gift and who the beneficiary is: 7.) Would you prefer to be: * BuriedCrematedAdditional Notes for Lawyer:

PERSONAL DIRECTIVE

1.) Please list your first choice of who you would like named as the Primary Agent in your Personal Directive.

First ChoiceFull Legal Name * Relationship * Place of Residence *

2.) Please list your second choice if your first choice is unable or unwilling to be your Agent in your Personal Directive.

Second ChoiceFull Legal Name Relationship Place of Residence 3.) Please indicate if you would like the following clauses included in your Personal Directive:I do not wish my life to be prolonged by artificial means if I am in a coma or a persistent vegetative state and, in the opinion of my physician and other consultants, have no known hope of regaining awareness and higher mental functions, no matter what is done. * NoYesI wish to be kept comfortable and free from pain. This means that I may be given pain medication even if it may dull my consciousness and indirectly shorten my life. * NoYesIn the hope that I may help others, it is my wish that any of my organs and/or tissues, if medically acceptable, be donated for transplant purposes upon my death. * NoYesMy Agent also has the power to govern my participation in a reasonable trial of medical research or experimental medical treatment, whether or not my doctor or Agent know the extent of the potential benefit to me. * NoYes

POWER OF ATTORNEY

1.) Please list your first choice of who you would like named as your Attorney in your Power of Attorney.

First Choice

Full Legal Name * Relationship * Place of Residence *

2.) Please list your second choice if your first choice is unable or unwilling to be your Attorney in your Power of Attorney.

Second ChoiceFull Legal Name Relationship Place of Residence

Why Choose Nexus Legal for Will Drafting?

Our dedicated will lawyers in Edmonton provide:

Extensive experience in will drafting and estate planning.
Tailored solutions to meet your unique needs and circumstances.
Meticulous drafting to ensure your will is legally sound and comprehensive.
Clear communication at every step to make the process easy to understand.
Confidentiality, integrity and protection of your interests.

Get the legal help you need

Call us for a consultation

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587-855-0008

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