Wills Info Pack

WILLS INSTRUCTIONS
PERSONAL INFORMATION
Full Name:
______________________________________________________________________________________
(as on your birth certificate or latest change of name certificate)
Street Address 1:
______________________________________________________________________________________
Street Address 2:
______________________________________________________________________________________
Home Telephone:
______________________________________________________________________________________
Office Telephone:
______________________________________________________________________________________
Occupation:
______________________________________________________________________________________
Date of Birth:
______________________________________________________________________________________
Domestic Status:
______________________________________________________________________________________
Estate Trustee (Executor):     (This information must be included.)
______________________________________________________________________________________
(Address, Relationship & Occupation)
Alternate Estate Trustee:
______________________________________________________________________________________
Alternate Estate Trustee:
______________________________________________________________________________________
Funeral Instructions:
______________________________________________________________________________________
Donation of Organs:
______________________________________________________________________________________
DISPOSITION OF ASSETS: (Please note that not everything listed below will apply to your situation.)
Personal (Household) Effects:
______________________________________________________________________________________
Real Estate:
______________________________________________________________________________________
RRSP Funds & Life Insurance:
______________________________________________________________________________________

LEGACIES: (Particular gifts to particular individuals.)
Name Address Gift
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________

RESIDUE
: (For everything not listed above.) A residue provision must be included.
First Choice:
______________________________________________________________________________________
Alternate:
______________________________________________________________________________________

SPECIAL INSTRUCTIONS:
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________

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