Bright Law
300 - 171 Water Street
Vancouver, BC
V6B 1A7
(604) 207-5542
Thank you so much for contacting our law office! Please read the privacy policy below, and then fill out this form in its entirety prior to our consultation.

PLEASE NOTE THAT THIS QUESTIONNAIRE MAY TAKE UP TO 30 MINUTES (OR MORE) TO COMPLETE


We ask that you complete this questionnaire as thoroughly as possible as that will not only form part of our notes, but this information may be used in the event that you unexpectedly pass away before we are able to execute your Will. 

Privacy Policy
All information received from a client is strictly confidential. Our firm takes every step possible to protect your privacy. The data submitted via this form is encrypted and secured using industry-standard 128-bit SSL encryption.

Your personal information will only be used in the event that you hire the firm to represent you in your legal matter, and then only when necessary in limited use during the course of your case.

If you have any questions, please don't hesitate to contact our law office. We look forward to working with you!

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Upon submission, a copy of this form will be sent to the primary email.
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Here we will be asking you questions about that we require when drafting your Will.

Next, we need to know about any relationships you may have had in the past, currently are a part of, or are contemplating in future. 

In this section, we need information about your spouse. If you do not have a spouse, feel free to move on to the next section.

Here, we will ask you some questions about your immediate family. 

If you have children - which includes a child of the marriage, a child born outside of the marriage, an adopted child, as well as a step child - please provide their information below.

If you have no children, please provide the information of your next of kin, like your closest relatives (e.g. parents, siblings, nieces, nephews, etc.)

If you don't have children, list your closest relatives - e.g. parents, siblings, nieces, nephews, etc.

This includes (other person(s) dependent on you for financial support - e.g. an elderly parent)

A committee is a person or body usually appointed by the BC Supreme Court to make personal, medical, legal, or financial decisions for someone in BC who is mentally incapable.

As an executor, you’re in charge of looking after the will-maker’s affairs after they pass away. Please select this option if you know you have been listed as an executor in someone's Will.

Next, we need a list of assets with the details of ownership and approximate values, where possible.

Please note that this list will assist us in identifying any specific gifts you wish to make in your Will, and will further provide a snap-shot of your assets and liabilities that form part of our records, in the event your Will is challenged in future. 

This includes any land and/or buildings that you may own.

This includes any land and/or buildings that you may own.

This includes any land and/or buildings that you may own.

These include any bonds, stocks, treasury notes, etc.

These include any bonds, stocks, treasury notes, etc.

These include any bonds, stocks, treasury notes, etc.

A trust is a legal obligation with respect to property given by a person (donor) to another (trustee) to the advantage of a beneficiary.

A trust is a legal obligation with respect to property given by a person (donor) to another (trustee) to the advantage of a beneficiary.

In this last section, we will be asking you some questions about who you would like to select as your executor and, if you have children, who you would like to appoint as their guardian, and other important Wills matters.

This is the person you appoint to administer your estate. He or she will carry out your wishes as stated in your will. This is a very important decision – choose someone you trust implicitly, preferably who is good at record keeping and finance.

If you wish, two people may serve together as your executor. You can also name one or more alternatives in the case that the first appointed cannot serve for any reason.

If you wish, two people may serve together as your executor. You can also name one or more alternatives in the case that the first appointed cannot serve for any reason.

In British Columbia, executors of an estate are entitled to a maximum compensation of 5% of the gross aggregate value of the estate under the Trustee Act unless compensation has been fixed within a Will.

If you have a child/children under age 19 or anticipate having children, and you know who you want to appoint as your guardian if the other parent is not able to act, you may wish name the appointed guardian(s).

You might include family members, friends, and charities.

Where a Will-maker does not wish to leave a share of the estate to a certain individual, that person can be named in the Will and reasons for the exclusion given.

If yes, you can register with the Organ Donor Registry of BC Transplant by phone, online, or your lawyer can provide you with the form.

Thank you so much for completing this intake questionnaire. This information will be extremely helpful in evaluating your case. We will contact you as soon as possible with any updates.

Please click the SUBMIT button below when you have finished answering all questions.