The purpose of this questionnaire is to assist you in the preparation of your Will, Enduring Power of Attorney & Personal Directive. Before you start completing these questions, please take the time to read the articles that are on my web site. It asks the basic questions that you must ask when you wish to prepare such documents. By asking these questions of yourself, you are one step closer to having your Will, Enduring Power of Attorney, & Personal Directive completed. Bear in mind that these questions are for basic documents and that your situation may not apply to these questions, however it is a good idea to consider these questions as a starting point.
Once you have completed this form, you can:
Once I have received the form, I will then contact you and arrange for a convenient time to complete your Will, Enduring Power of Attorney & Personal Directive. Douglas N. Alger Douglas N. Alger Law Office
Full Name: City and Province: Age: Marital Status: Single Married Divorced Spouse's Full Name:
Executor Full Name: Alternate Executor: Guardian for Children under 18 if your spouse dies before you: Do you want to leave your entire estate to your spouse in the event you die first? Yes No Do you want to equally divide your estate among your children in the event your spouse dies before you? Yes No In the event of the death of both you, your spouse, and children in a common accident, do you wish to divide your estate equally among your family and your spouse's family? Yes No Do you wish to leave any portion of your estate to any charities? Yes No What age do you want your children to benefit, at age 18, or have a trust in place until age 23, which means they will have money for education and essential needs until age 23? 18 23 Is there anything else that this questionnaire has not addressed?
Full Name of Attorney: Alternate Attorney: Is your Agent under the Personal Directive a different person than your Attorney? Yes No Name of Agent for Personal Directive: Name of Alternate Agent for Personal Directive: Name of Medical Doctor: Doctor's Medical Clinic: Do you wish to restrict in any way the powers your attorney will have? Yes No If so what are those restrictions? Do you wish to specify what powers your attorney has? This might include such powers as the power to make gifts of a certain monetary value, or the power to sell property. Do you wish to having living will provisions placed in your personal directive and if so what sort of things would you like to consider under this clause? Any other questions?