Info required to process LAST “WILL” AND TESTAMENT Affidavit of EXECUTION / Personal Directive
1. Last Name (Testator)
2. First Name
3. DOB:
4. Marital Status
5. Address
6. Telephone
7. Email
8. Spouse Last Name if applicable:
9. Spouse First Name
10. DOB:
11. Email
12. Children’s Name and DOB if applicable:
13. Next of Kin Details: Address / Tel / Email / DOB / Relation
14. Executor 1: Name / Address / Tel / Email
15. Executor 2: Alternate:
Name / Address / Tel / Email
16. Trustee 1: Name / Address / Tel / Email
17. Trustee 2: Alternate:
Name / Address / Tel / Email
18. Guardian 1: One parent only:
Name / Address / Tel / Email
19. Guardian 2: Alternate:
Name / Address / Tel / Email
20. Witness (Deponent) 1:
21. Witness (Deponent) 2:
22. Air miles Number:
23. Complete list of all your Assets:
Business / Land / House – Canada or Overseas / Rental Property – Canada or Overseas / Automobile / Computer / TV and Household items / Cash on Hand / Name of all Banks – Canada / Name of all Banks – Overseas / Safety Deposit Box / All Investments – CSB / Other Bonds / GIC / RRSP / RESP / RRIF / TFSA / Shares / Stock / Mutual Funds / CPP / Company Pension / Life Insurance / More
24. Complete list of all your Liabilities:
Real Estate Mortgages / Loans – Business or Personal / Credit Card Balance payable /
25. Any Other Information to add:
Any questions: Shabudinonline@gmail.com
January 2024