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Practice Areas
Real Estate Law
Buying a Property in the GTA
Selling a Home
Refinancing a Property in Ontario
Commercial Real Estate
Litigation
Landlord and Tenant Board
Commercial Litigation
Small Claims Court
Real Estate Breaches
Wills and Estates
Corporate law
Incorporation
Starting a New Business
Purchase And Sale Of A Business
About Us
Blogs
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NavaWilson PC Will Questionnaire
-
Step
1
of 8
Your Information
Full Name
*
First
Last
Marital Status
*
--- Select Choice ---
Single
Married
Divorced
Separated, with formal Separation Agreement
Separated, with no formal Separation Agreement
Common Law
Next
Family
Spouse/Partner's Name
*
First
Last
Do you have any children?
*
--- Select Choice ---
Yes
No
Children
Name
*
Date of Birth
have section Donations
Do you have any dependents under 18?
*
Yes
No
Note: Dependents are individuals under 18 who depend on you for financial support and care
Guardian(s)
A person legally appointed to care for and make decisions on behalf of someone who is unable to do so themselves.
Name
*
First
Last
Phone
Add
Remove
Previous
Next
Executors (Person who will handle your estate)
My first choice to manage and distribute my estate. This individual or individuals will handle everything from filing taxes to carrying out my final wishes.
Main Executor
Our first choice to manage and distribute your estate; this person will handle everything from filing taxes to carrying out your final wishes.
Name
*
Relationship
Phone
Email
Alternate Executor
A backup executor who steps in if my primary executor is unable or unwilling to act. We strongly recommend appointing an Alternate Executor.
Name
Relationship
Phone
Email
Previous
Next
List of Beneficiaries
List each person you wish to leave something to. Even if you are unsure of the specific amount or item, we will guide you through the process.
Beneficiaries
List each person you wish to leave something to. Even if you are unsure of the specific amount or item, we will guide you through the process.
Name
*
Relationship
Their relationship to you (e.g., son, sister, friend, spouse)
Phone
Email
One or more of my beneficiaries are a minor
Yes
No
Do they share the same Guardian as specified in Step 2?
Yes
No
Guardian(s)
A person legally appointed to care for and make decisions on behalf of someone who is unable to do so themselves.
Name
*
First
Last
Phone
Name of beneficiary that is a minor
*
First
Last
Add
Remove
Specific gifts (Optional)
List any particular items you wish to leave to a specific person. If you would like to divide an item among more than one person, please indicate the percentage each person should receive.
Gift Item
e.g. jewelry, a vehicle, property, or a sentimental item
Name of recipient
Residual Estate
The person who receives everything left over after all specific gifts, debts, and expenses have been paid — this is often a spouse, child, or close family member.
Name
*
Phone
Ownership (%)
Selected Value:
0
Add
Remove
Previous
Next
Assets (Optional)
All property and possessions you own, whether solely or jointly, that have monetary or personal value and may form part of your estate.
Please complete this section only if you would like to divide specific assets or accounts among beneficiaries.
We generally recommend keeping your Will simple by referring to “all accounts” or “all assets,” rather than listing individual items, since new accounts or assets added in the future may otherwise require updates to your Will.
I would like to add the following assets:
Real Estate
Bank Accounts (institutions, joint or sole ownership)
Investments
Corporate Interests
Personal property of significant value (e.g. vehicles, jewellery or artwork)
Real Estate
In a few words, describe your wishes regarding your real estate
Bank Accounts (institutions, joint or sole ownership)
In a few words, describe your wishes pertaining to your bank account assets.
Investments
In a few words, describe your wishes pertaining to your investment assets.
Corporate Interests
In a few words, describe your wishes pertaining to your corporate interest assets, including shares or ownership in any business.
Personal property of significant value
In a few words, describe your wishes pertaining to your personal property of significant value, such as, vehicles, jewellery, or artwork.
Previous
Next
Funeral Wishes
Indicate your preferred arrangements (burial, cremation, or no preference) and any special requests to guide your loved ones.
Do you have any funeral wishes?
*
--- Select Choice ---
Yes
No
Preferred Disposition of Remains
--- Select Choice ---
Burial
Cremation
No Preference
Other special requests
Previous
Next
Other Notes & Special Instructions
Include any wishes regarding pets, charitable donations, or anything else you'd like your lawyer to consider.
Please Select any that you wish to add
Instructions regarding pets
Charitable Donations
Other Instructions
Pet Care Instructions
e.g. "leave my dog to my sister Jane"
Charitable Donations
*
Specific organizations and any amounts or percentages you'd like to leave.
Other Instructions
*
Anything else that you'd like to let us know
Previous
Next
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