Wills & Estates

Wills & Estate Questionnaire

Please share the details below so we can prepare your will and estate planning documents. If you prefer an email or paper copy, just contact our office.

Prefer to talk it through instead? Call Red Deer at 587-306-3762 or Toronto/Mississauga at 647-365-1795, or email info@ankitalaw.ca.

Your Information

Full legal name

Date of birth

Marital status

Phone

Current address

Executor(s)

Primary executor — name & relationship

Alternate executor — name & relationship

Guardians (if you have minor children)

Proposed guardian(s) — name & relationship

Beneficiaries & Bequests

Beneficiaries and how you'd like your estate divided

Specific gifts or bequests (particular items, amounts, or property to specific people)

Power of Attorney & Personal Directive

Attorney for property — name & relationship

Agent for personal directive / healthcare — name & relationship

Assets Overview

Anything Else?