Preliminary Questionnaire - Will

1) Your identity

When you will come to sign your will, we will need two (2) pieces of ID with photo, as well as your social insurance number, so we cna register your will at Chambre des Notaires.

2) Family Portrait

In order to give you the best possible advice, tell us a bit about you and your family.

3) Your Property

This will give us a better idea of what you own and your current situation, and verify the impacts of giving what to whom.

Cars

RRSP & Investments

Life Insurance

Other property

4) Organ Donation

5) Funeral

6) Legacy

To whom do you want to leave your belongings when you pass away?

Particular Legacies

Residual Legacy

7) Minor heirs

If one of your heirs is under 18, at what age do you want him/her to receive his/her inheritance?

8) Estate Settlement

Who do you want to be responsible for settling your estate (liquidator)? You can name 1, 2 or 3 people to do the work together