Wills & POAs – Get Started

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The more information you provide us with, the better prepared we will be to assist you! Please fill out this form and we will get in touch with you shortly.

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• Email*
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• Phone*
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• Address*
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• Citizenship
  • Canadian Citizen
  • Canadian Resident
  Select one
• Age
• Place of Birth
• Marital Status
  MarriedCommon-LawDivorcedSeparatedSingleWidowedWill being made in contemplation of marriage
• Date and Place of Marriage
• Marital History & Domestic Contracts (i.e. Separation)
• Existing Wills & Power of Attorney (specify solicitor who acted)
• Occupation & Employer
• Ownership in a Business
  (i.e. private companies, partnerships, sole proprietorships)
• Children

  Name	Age	Address

• Support Obligations
• Other Dependants
• Beneficiaries

  Name	Relationship To You	Age	Address

• Executors and Trustees

  Name	Relationship To You	Address	Primary or Alternative

  Please indicate which executors are primary and which will be in the alternative in case your primary executor cannot act.
• Are Executors to have Broad Powers?
  • Yes
  • No
  Regarding retention, sale and investment of assets
• Attorneys for Power of Attorney for Property

  Name	Relationship To You	Address	Primary or Alternative

  Please indicate which Attorneys are primary and which will be in the alternative in case your primary Attorney cannot act.
• Are Attorneys for your Power of Attorneys to act:
  • Jointly (must act together); or
  • Jointly & Severally (together or independent)
• Guardian for Children

  Name	Relationship To You	Address	Primary or Alternative

  Please indicate which Guardians are primary and which will be in the alternative in case your primary Guardian cannot act.
• Specific Gifts, Legacies and Residue

  Name	Gift or Legacy or Residue

  Describe the gift, such as cash, art, jewelry, vehicles, property, or residue (i.e. percentage of estate)
• Additional Details*
  Please provide any details you feel necessary or alternatively you can upload the Wills Information Form we have for Download below.
• Please complete our Wills Information Form .  You can download it here.  Once completed please upload it below.
• Upload your completed Wills Information Form
  Drop files here or

  Accepted file types: pdf, jpg, gif, png, xls, doc, docx, xlsx, zip.
• Email
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