WILL AND ESTATE QUESTIONNAIRE
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SECTION 1 FAMILY INFORMATION
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1. PERSONAL INFORMATION
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Full Name
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Present Address
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Mailing Address (if different from above)
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Home Phone Number
( )
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Work Phone Number ( )
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Cell Phone Number
( )
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Fax Number
( )
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Email Address
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Date of Birth
MM / DD / YYYY
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Place of Birth
City/Town Province Country
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Occupation
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Employer
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Employer’s Address
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Citizenship other than Canada (if any)
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Do you have a US Green Card?
Yes/No
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Do you Holiday in the US for extended periods each year?
Yes/No
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2. SPOUSE’S INFORMATION
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Full Name
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Present Address
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Mailing Address (if different from above)
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Home Phone Number
( )
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Work Phone Number
( )
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Cell Phone Number
( )
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Fax Number
( )
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Email Address
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Date of Birth
MM / DD / YYYY
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Place of Birth
City/Town Province Country
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Occupation
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Employer
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Employer’s Address
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Citizenship other than Canada (if any)
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Do you have a US Green Card?
Yes/No
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Do you Holiday in the US for extended periods each year?
Yes/No
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3. MARRIAGE INFORMATION
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Current Marital Status
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Date of Marriage
MM / DD / YYYY
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Place of Marriage
City/Town Province Country
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Previous Marriage(s)?
Yes/No
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Name(s) of Previous Spouse(s)
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Date(s) of Previous Marriage(s)
MM / DD / YYYY
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Place(s) of Previous Marriage(s)
City/Town Province Country
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Date(s) of Separation/Divorce/Death
MM / DD / YYYY
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Obligations to previous marriage(s)?
Yes/No
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If so, please provide details:
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If you are Single, Separated or Divorced:
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Are you planning to marry in the near future?
Yes/No
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Are you currently cohabitating with anyone?
Yes/No
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Date of Cohabitation? (if applicable)
MM / DD / YYYY
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4. CHILDREN
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Number of Children (if any)
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Are all the children from your present marriage?
Yes/No
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NOTE: If not all children are from your present marriage, please indicate the appropriate description
(i.e. P = previous marriage, A = adopted, O= born outside of present marriage)
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P/O/A
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Full Name
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Date of Birth
MM/DD/YYYY
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Marital Status
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Full Mailing Address
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Names and Ages of Their Children
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P/O/A
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Full Name
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Date of Birth
MM/DD/YYYY
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Marital Status
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Full Mailing Address
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Names and Ages of Their Children
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P/O/A
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Full Name
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Date of Birth
MM/DD/YYYY
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Marital Status
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Full Mailing Address
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Names and Ages of Their Children
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P/O/A
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Full Name
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Date of Birth
MM/DD/YYYY
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Marital Status
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Full Mailing Address
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Names and Ages of Their Children
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P/O/A
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Full Name
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Date of Birth
MM/DD/YYYY
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Marital Status
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Full Mailing Address
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Names and Ages of Their Children
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If any stepchildren, adopted or illegitimate children of either you or your spouse, please provide details:
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If any of your grandchildren adopted, stepchildren or illegitimate, please provide details:
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If any of the children or grandchildren mentally or physically incapacitated, please provide details:
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Have any of your children predeceased you? Yes/No
If so, please provide details
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Full Name
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Date of Birth
MM/DD/YYYY
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Date of Death
MM/DD/YYYY
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Names and Addresses of Their Children
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SECTION 2 INSTRUCTIONS FOR WILL
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5. PERSONAL REPRESENTATIVES
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If your spouse is the sole beneficiary of your Estate, it may be preferable to name him/her as the primary Personal Representative. You should also name alternates, in the event your first choice is unable to act. For tax reasons, it is not advisable to choose a Personal Representative who resides outside of Canada. If you have more than one Personal Representative, it would be preferable if at least one of them is a resident of Alberta.
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PRIMARY PERSONAL REPRESENTATIVE
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Full Name
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Relationship
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Age:
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Full Mailing Address
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ALTERNATE PERSONAL REPRESENTATIVES
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Full Name
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Relationship
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Age:
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Full Mailing Address
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Full Name
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Relationship
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Age:
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Full Mailing Address
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6. GUARDIAN(S) FOR MINOR CHILDREN
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PRIMARY GUARDIAN(S)
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Full Name(s)
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Relationship
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Age:
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Full Mailing Address
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ALTERNATE GUARDIAN(S)
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Full Name(s)
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Relationship
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Age:
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Full Mailing Address
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7. BENEFICIARIES
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The following choices as to distribution of your Estates are for your convenience only. It is intended to get you thinking about the issues to be discussed with your lawyer.
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All to spouse?
Yes/No
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Other:
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If spouse predeceases you:
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Equally to all children
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All to children but different percentages to particular children
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Other:
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At what age are your children to receive their share of your Estate?
_____% at ______ years _____% at ______ years _____% at ______ years
Other:________________________________________________________________________
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The age of majority in Alberta is 18. Unless specified otherwise, the Will shall be drafted so that your Personal Representative will hold each child’s share in trust until the specified age with power to encroach on income and capital for education, maintenance and support.
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If one child dies before you do, or before attaining the age at which they are entitled to the share, who shall receive that share or the amount remaining?
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The children of the deceased child (your grandchildren)
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Your surviving children only
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Other:________________________________________________________________________
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How is your Estate to be divided if you and your spouse and all your children and grandchildren die in a common accident or if any of your children or grandchildren survives you but die before becoming entitled to receive their entire portion of your Estate?
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½ to my parents and ½ to my spouse’s parents
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½ to my brother and sisters and ½ to my spouse’s brothers and sisters in equal shares
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Charities:_____________________________________________________________________
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Other:________________________________________________________________________
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SPECIFIED GIFTS OR LEGACIES
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It may not be wise to list any items unless they are definitely valuable or of great sentimental value unless you are prepared to pay your lawyer to draft the will and change it when an item is sold or replaced.
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Item:
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Beneficiary
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Relationship
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Item:
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Beneficiary
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Relationship
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Item:
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Beneficiary
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Relationship
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Item:
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Beneficiary
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Relationship
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Item:
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Beneficiary
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Relationship
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Item:
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Beneficiary
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Relationship
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Item:
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Beneficiary
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Relationship
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Item:
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Beneficiary
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Relationship
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Item:
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Beneficiary
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Relationship
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Item:
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Beneficiary
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Relationship
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Item:
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Beneficiary
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Relationship
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Item:
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Beneficiary
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Relationship
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Item:
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Beneficiary
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Relationship
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Item:
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Beneficiary
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Relationship
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Item:
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Beneficiary
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Relationship
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Item:
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Beneficiary
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Relationship
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Item:
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Beneficiary
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Relationship
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Item:
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Beneficiary
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Relationship
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Item:
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Beneficiary
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Relationship
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Item:
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Beneficiary
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Relationship
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Item:
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Beneficiary
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Relationship
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Item:
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Beneficiary
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Relationship
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MONEY FOR GUARDIANS
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If it becomes necessary for the guardians that you have names to look after and raise your minor children, will they receive:
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A lump sum of money to be paid to them to buy a larger house, to renovate their current house, to buy
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a larger vehicle etc. in order to accommodate your children. How much? _________________
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A monthly payment to be paid to them to assist with the additional monthly expenses that they will incur
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as a result of raising your children. How much? _________________
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Other:________________________________________________________________________
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PERSONAL REPRESENTATIVE COMPENSATION
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Personal Representative is generally entitled to receive compensation for the time, effort and expenses that is spent by them in administering your Estate. This can be a lump sum amount or a percentage of your Estate. If you wish your Personal Representative to receive compensation for acting on your behalf it is a good idea to specify the dollar amount or percentage of your Estate they are to receive. They will also be entitles to reimbursement for any out-of-pocket expenses they incur in administering your Estate.
In Alberta a rough guideline of the compensation that a Personal Representative is entitled to is 1% to 5% of the value of your Estate. If you wish to specify in your Will the compensation that is to be received by your Personal Representative, will it be:
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A percentage of your Estate. _______%
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A set amount. $_______________
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Other:________________________________________________________________________
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If you have named more than one Personal Representative to act on your behalf are they to share the compensation or are they each to receive the amount or percentage specified?
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Shared
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Each
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SECTION 3 FINANCIAL INFORMATION
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8. ASSETS
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The purpose of this section is to provide us with sufficient information to assist you in planning your Estate and to ensure we include sufficient powers in your Will. It will also inform your Personal Representatives of all your assets to make sure they do not miss any. If there is insufficient space to answer any of the following questions, please list on a separate sheet of paper.
Note: For each asset please indicate the ownership.
J = owned jointly by husband and wife
H = owned by husband
W = owned by wife
O = owned by husband and/or wife with some other person (please describe)
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REAL ESTATE
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Principal Residence
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Ownership: J H W O
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Municipal Address:
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Legal Description:
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Name(s) on Title:
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Ownership (Joint Tenancy / Tenancy in Common):
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Secondary Residence
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Ownership: J H W O
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Municipal Address:
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Legal Description:
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Name(s) on Title:
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Ownership (Joint Tenancy / Tenancy in Common):
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Other Land
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Ownership: J H W O
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Municipal Address:
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Legal Description:
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Name(s) on Title:
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Ownership (Joint Tenancy / Tenancy in Common):
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Interests in Mines and Minerals
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Ownership: J H W O
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Please describe:
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BANK ACCOUNTS
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Bank Name and Location
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Ownership:
J H W O
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Bank Name and Location
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Ownership:
J H W O
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Bank Name and Location
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Ownership:
J H W O
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Bank Name and Location
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Ownership:
J H W O
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GUARANTEED INVESTMENT CERTIFICATES AND TERM DEPOSITS
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Bank Name and Location
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Maturity Date:
MM/DD/YYYY
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Ownership:
J H W O
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Bank Name and Location
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Maturity Date:
MM/DD/YYYY
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Ownership:
J H W O
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Bank Name and Location
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Maturity Date:
MM/DD/YYYY
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Ownership:
J H W O
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Bank Name and Location
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Maturity Date:
MM/DD/YYYY
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Ownership:
J H W O
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LIFE INSURANCE POLICIES
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Company:
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Policy #
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Value
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Beneficiary
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Ownership:
J H W O
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Company:
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Policy #
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Value
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Beneficiary
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Ownership:
J H W O
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Company:
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Policy #
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Value
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Beneficiary
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Ownership:
J H W O
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Company:
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Policy #
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Value
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Beneficiary
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Ownership:
J H W O
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SEGREGATED FUNDS
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Company:
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Value
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Beneficiary
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Ownership:
J H W O
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Company:
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Value
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Beneficiary
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Ownership:
J H W O
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Company:
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Value
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Beneficiary
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Ownership:
J H W O
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Company:
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Value
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Beneficiary
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Ownership:
J H W O
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PENSION PLANS
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Company:
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Beneficiary
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Ownership:
J H W O
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Company:
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Beneficiary
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Ownership:
J H W O
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Company:
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Beneficiary
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Ownership:
J H W O
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Company:
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Beneficiary
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Ownership:
J H W O
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REGISTERED RETIREMENT SAVINGS PLAN / REGISTERED RETIREMENT INCOME FUND
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Financial Institution
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Location
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Beneficiary
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Ownership:
J H W O
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Financial Institution
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Location
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Beneficiary
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Ownership:
J H W O
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Financial Institution
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Location
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Beneficiary
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Ownership:
J H W O
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Financial Institution
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Location
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Beneficiary
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Ownership:
J H W O
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DEBTS OWED TO YOU
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Does anyone, including your children and members of your family, owe you money (i.e. Personal Loans, Promissory Notes, Mortgages etc)? If so, please provide details.
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Name
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Type of Debt
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Amount
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Ownership:
J H W O
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Name
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Type of Debt
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Amount
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Ownership:
J H W O
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Name
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Type of Debt
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Amount
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Ownership:
J H W O
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Name
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Type of Debt
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Amount
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Ownership:
J H W O
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If any of these amounts are to be forgiven, please provide details:
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BUSINESS INTERESTS
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Please describe any interests that you have in private companies, partnerships, sole proprietorships, etc.:
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Interest Type
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Ownership:
J H W O
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Interest Type
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Ownership:
J H W O
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Interest Type
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Ownership:
J H W O
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Interest Type
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Ownership:
J H W O
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SHARES IN PUBLIC CORPORATIONS, MUTUAL FUNDS, BONDS AND DEBENTURES
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Please describe shares in public corporations, mutual funds, bonds and debentures
Note: Listing all shares in a portfolio if it changes regularly is not required)
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Interest Type
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Ownership:
J H W O
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Interest Type
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Ownership:
J H W O
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Interest Type
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Ownership:
J H W O
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Interest Type
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Ownership:
J H W O
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Interest Type
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Ownership:
J H W O
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VALUABLE PERSONAL PROPERTY
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Please list your valuable personal property (i.e. automobiles, mobile homes, boats, heirlooms, etc.), and where the property is located.
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Property
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Location
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Ownership:
J H W O
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Property
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Location
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Ownership:
J H W O
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Property
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Location
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Ownership:
J H W O
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Property
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Location
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Ownership:
J H W O
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OTHER
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SAFETY DEPOSIT BOX
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Location
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Box Number
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Ownership:
J H W O
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Registered Name(s)
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Location of Keys
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Location
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Box Number
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Ownership:
J H W O
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Registered Name(s)
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Location of Keys
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If you have any assets outside of Alberta, please describe.
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If you have any assets outside of Canada, please describe
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Please list any other assets that have not been listed above.
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SECTION 4 LIABILITIES
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9. LIABILITIES
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Creditor
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Amount
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Liability:
J H W O
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Creditor
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Amount
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Liability:
J H W O
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Creditor
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Amount
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Liability:
J H W O
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Creditor
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Amount
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Liability:
J H W O
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Creditor
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Amount
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Liability:
J H W O
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Creditor
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Amount
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Liability:
J H W O
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Creditor
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Amount
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Liability:
J H W O
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FUNERAL ARRANGEMENTS
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Upon your death, what would you like done with your body?
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Buried – Do you have a preference as to where you would like to be buried?
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______________________________________________________________________
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Cremated – Do you have any instructions as to what is to be done with your ashes?
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______________________________________________________________________
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Other:________________________________________________________________________
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If you have already pre-arranged these matters, please provide the company’s contact information:
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