This Will Questionnaire is for customers who are single. This includes customers who are widowed, divorced, separated
and never married. If you are currently living with a spouse (married or common law) you need to complete our
Will Questionnaire for Married Couples
.
We are currently only able to prepare a Will for you if you have one or more children.
The entire Will Questionnaire is on this one web page and we recommend you scroll through the page to familiarize
yourself with the questions before you get started. For security reasons you are not able to store your information
and come back later.
It is important that you use your full legal name in your Will.
If you currently use the last name of a former spouse then
continue to use if for your Will.
You should also try to use the full legal names for Executors, Guardians and Beneficiaries. However, for Executors,
Guardians and Beneficiaries you can use the common names they go by (if you don’t know their full legal names) as
long as there will not be any confusion about who you were referring to. When inserting names, type them from first
to last. The names will appear in your Will exactly the way you type them here.
Insert your full legal name from first name to last name (Include all middle names):
Executor
The Executor is the person you choose to look after your estate and manage
trusts for any beneficiaries who are too young to receive their money right
away. You should pick an Executor who is honest, good with paperwork and
numbers, and willing to do the job. It is useful if your Executor lives near
where your assets are located but not critical. You can name a beneficiary of
your Will to be your Executor.
Most people select one person to act as Executor and name a back up in case the
first choice is unable to do the job. You can also select two people to work
together as your Co-Executors (if only one of them is able to do the job, he or
she can do it alone).
Select one of the following three options and provide the name of your
Executor(s):
Guardian
If you have one or more minor children then you can appoint a Guardian for them
in your Will.
You can name an individual or a couple as Guardian(s).
If your minor child already has another living parent then that person will
likely automatically become the sole guardian if you die, however, you can still
name a guardian in the event that your child’s other parent is also deceased or
unwilling to act.
Select one of the following options and provide the name(s) of the Guardian(s)
(if applicable):
Gift of Estate to Children
Most people with one or more children leave there entire estate equally among
their children. This is what we recommend to reduce the chance of your children
fighting over your estate. A Will stating you want your estate to go equally
among your children will work whether you have one child or many children.
Your Will should also address the possibility that a child of yours could die
before you. If you are like most people then you want your deceased child’s
share to go to the children of your deceased child (your grandchildren from the
deceased child) if any, and If your deceased child does not have any children
then his or her share should go equally to your other children, if any.
Check the box below to confirm that you want this standard wording in your Will:
Disaster Clause
Your Will can address the possibility that you and your children die together in
a common accident and you do not have any grandchildren or great grandchildren
living to inherit your estate. This is known as a “disaster clause”. If your
children are all adults and you have grandchildren then you probably don’t need
a disaster clause in your Will unless you all travel together on holidays. If
you only have one child or all of your children are minors then you should
consider having a disaster clause in your Will.
Select one of the following options for distributing your estate in the event
that you do not have any children, grandchildren or great grandchildren who
outlive you:
If a sibling dies before me but leaves one or more children of his or her own alive at my death, a share will be created for that deceased sibling to be
distributed equally among that deceased siblings's own children.
If a sibling dies before me but leaves one or more children of his or her own alive at my death, a share will be created for that deceased sibling to be
distributed equally among that deceased siblings's own children. No share will be created for a parent who dies before me.
Only the individuals who outlive me will receive a equal share. If a beneficiary dies before me, his or her share will be divided among the other named
beneficiaries who outlive me.
Only the individuals who outlive me will receive a percentage. If a beneficiary dies before me, his or her percentage will be divided among the named
beneficiaries who outlive me.
Trust Terms for Young Beneficiaries
All Wills must include trust terms for young beneficiaries in case a young
person becomes entitled to a share of your estate. Money held in trust for a
young beneficiary is not locked away. The Executor of your Will becomes the
Trustee of the money and can spend the money on behalf of the young beneficiary.
For example the money can be used to assist the beneficiary’s guardian with cost
of raising the beneficiary and also to pay for education costs, rent, etc. The
Executor can even pay out an allowance to the beneficiary. Most Wills hold money
in trust for young beneficiaries until they reach their early 20s.
Select the age at which you want young beneficiaries to receive their
inheritance:
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Carefully review the entire Will Questionnaire to make sure the information you
are happy with your selection and that the information you have inserted is
correct. In particular, make sure names are spelled correctly. When you are
ready to proceed, click on the button below to send your information to us. A
confirmation page will be displayed and you will receive your Will, Signing
Instructions and Invoice by email in minutes.
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information. Please only click one time.