Get Canada Will Questionnaire 2014-2026

Filling out the Canada Will Questionnaire online is an essential step toward ensuring your estate is managed according to your wishes. This guide provides a clear, step-by-step approach to help you navigate the process smoothly.

Follow the steps to complete the Canada Will Questionnaire.

1. Press the ‘Get Form’ button to access the Canada Will Questionnaire and open it in your preferred document editor.
2. Begin with your full legal name, including your first, middle, and last names. Also, include any other names by which you have been known.
3. Provide your membership number, your age, date and place of birth, and indicate your sex and citizenship status.
4. If you are married or in a partnership, list the full legal name of your spouse or partner. If applicable, also include your spouse's or partner's Social Insurance Number and date of birth.
5. If either you or your spouse has been divorced, provide details regarding the previous marriage, including dates and court information.
6. Enter information regarding your children, stepchildren, and grandchildren, including their names, dates of birth, and any other relevant details.
7. Specify guardianship preferences for any minor children, including names, addresses, and relationships to the appointed individuals.
8. Compile a detailed list of your assets and debts, providing estimated values for each asset category, such as real estate, vehicles, and financial accounts.
9. Indicate your choice of personal representative or executor, who will manage your estate. Include an alternate in case your first choice is unable to serve.
10. Finally, review all provided information for accuracy and clarity, then sign and date the document to confirm your details are correct.
11. Once completed, save the changes, and prepare to submit your questionnaire as per the instructions for forwarding it to your provider law firm for further processing.

Start filling out the Canada Will Questionnaire online today to ensure your estate planning needs are met.