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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Part I: Client Information
Here we will be asking you questions about that we require when drafting your Will.
Surname
Given name(s)
Previous Surname(s) (including maiden name)
Other names you are known by:
Street Address:
Postal Code
City, Province
Home Phone:
Other Phone:
Email Address:
Registered Indian as defined in the Indian Act?
Yes
No
Brithdate:
Birthplace (city, country):
Occupation:
If retired, what was your former occupation?
Part II: Relationship Status
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.
What is your relationship status?
single
engaged
married
Are you legally married or are you in a common-law marriage?
What was the date of your marriage?
What was the place of your marriage?
Do you have a Marriage Agreement / Pre-Nuptial Agreement?
If available, please upload your Marriage Agreement / Pre-Nuptial Agreement here
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separated
What was the date of your separation?
Do you have a separation agreement?
If available, please upload your separation agreement.
Do you have any spousal support / alimony / child support obligations under the separation agreement?
divorced
Do you have any spousal support / alimony / child support orders as part of your divorce?
If available, please upload any orders made in connection to your divorce.
widowed
cohabitating
When did you start living together?
Do you have a cohabitation agreement?
If available, please upload your cohabitation agreement.
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Part III: Spouse Information
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.
Surname:
Given name(s):
Previous Surname(s) (including maiden name):
Other names spouse is known by:
Full address:
Email address:
Registered Indian as defined in the Indian Act?
Yes
No
Birthdate:
Birthplace (city, country)
Occupation:
If retired, what was their former occupation?
Part IV: Dependants and Other Responsibilities
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.)
Please provide the full name of your FIRST CHILD:
What is the birthdate of your FIRST CHILD?
Whose child is the FIRST CHILD?
Mine
My spouse's
Both mine and my spouse's
Does the FIRST CHILD live with you?
No
Yes
Is the FIRST CHILD disabled?
Yes
No
Is the FIRST CHILD deceased?
Yes
No
Please provide the full name of your SECOND CHILD:
What is the birthdate of your SECOND CHILD?
Whose child is the SECOND CHILD?
Mine
My spouse's
Both mine and my spouse's
Does the SECOND CHILD live with you?
Yes
No
Is the SECOND CHILD disabled?
Yes
No
Is the SECOND CHILD deceased?
Yes
No
Please provide the full name of your THIRD CHILD?
What is the birthdate of your THIRD CHILD?
Does the THIRD CHILD live with you?
Yes
No
Is the THIRD CHILD disabled?
Yes
No
Is the THIRD CHILD deceased?
Yes
No
Do you have more than three children?
Yes
Please provide their full name(s), birthdates, whether the child is yours or your spouse's (or both), whether your child lives with you, whether your child is disabled or deceased, below.
No
Do you have any Grandchildren?
Yes
Please provide the following information for each Grandchild, below: (1) Full Name, (2) Age, (3) Mother's Name, (4) Father's Name, (5) Is the child disabled? (6) Is the child deceased?
No
Do you have any next of kin (or closest living relative(s))?
If you don't have children, list your closest relatives - e.g. parents, siblings, nieces, nephews, etc.
Yes
Please provide the full name of your next of kin:
What is their age?
What is their address?
What is their relationship to you?
If you have more than one next of kin, please provide the above requested information in the field below, for each individual.
No
Do you have any other dependants?
This includes (other person(s) dependent on you for financial support - e.g. an elderly parent)
Yes
Please provide their Full Name:
What is their age?
What is their address?
What is their relationship to you?
If you have more than one dependant, please provide the same information for each dependant in the field, below:
No
Are you now serving as the legal guardian for a person under age 19 (other than your own children)?
Yes
Please provide the full name of the person under age 19
What is their address?
What is their relationship to you?
If you are acting as the legal guardian for more than one person under the age 19, please provide the same information required above here:
No
Are you now serving as the committee or other legal guardian for a disabled or incapacitated adult?
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.
Yes
What is the full name of the disabled or incapacitated adult?
What is the address of the disabled or incapacitated adult?
What is your relationship to the disabled or incapacitated adult?
If you are serving as the committee or legal guardian for any other disabled or incapacitated adult, please provide the same information in the paragraph field, below.
No
Are you named as the executor of an estate?
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.
Yes
What is the name of the person for whom you are names as executor?
Please bring a copy of any Wills for the estates listed, as well.
What is your relationship to that person?
Is that person living or deceased?
If you are listed as an executor of an estate, whom do you want to appoint to act in your place if you die before you complete the administration of the estate? Please provide their (1) Full Name, (2) Address, and (3) Relationship to you in the field below.
Note: if the testator is still living, only respond if you are entitled to appoint another person to act in your place.
If you are named as executor for any other estate, please provide the same information in the paragraph field, below.
No
Part V: Assets & Liabilities
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.
Do you own any Real Property?
This includes any land and/or buildings that you may own.
Yes
What is the address of the property?
Who are the registered owner(s)?
Do you own the property as joint tenants or tenants in common?
Do you have a mortgage on this property?
What is the approximate value of the property?
No
Do you own more than one Real Property?
This includes any land and/or buildings that you may own.
Yes
What is the address of the second property?
Who are the registered owner(s)?
Do you own the second property as joint tenants or tenants in common?
Do you have a mortgage on this property?
What is the approximate value of the second property?
No
Do you own any additional Real Property?
This includes any land and/or buildings that you may own.
Yes
What is the address of the additional property?
Who are the registered owner(s)?
Do you own the additional property as joint tenants or tenants in common?
Do you have a mortgage on this property?
What is the approximate value of the additional property?
No
Do you have any Registered Retirement Savings Plan (RRSP) or Retirement Income Fund (RRIF)
Yes
Is it an RRSP or RRIF?
At what institution is this product registered?
In whose name(s) is this product?
Who is/are the named beneficiaries?
What is the approximate value?
No
Do you have any other Registered Retirement Savings Plan (RRSP) or Retirement Income Fund (RRIF)
Yes
Is it an RRSP or RRIF?
At what institution is this product registered?
In whose name(s) is this product?
Who is/are the named beneficiaries?
What is the approximate value?
No
Do you have any other Registered Retirement Savings Plan (RRSP) or Retirement Income Fund (RRIF)
Yes
Is it an RRSP or RRIF?
At what institution is this product registered?
In whose name(s) is this product?
Who is/are the named beneficiaries?
What is the approximate value?
No
Do you have any Investment Accounts?
These include any bonds, stocks, treasury notes, etc.
Yes
What type of investment account do you own?
At which institution is it kept?
In whose name(s) is this investment account?
What is the approximate value?
No
Do you have any additional Investment Accounts?
These include any bonds, stocks, treasury notes, etc.
Yes
What type of investment account do you own?
At which institution is it kept?
In whose name(s) is this investment account?
What is the approximate value?
No
Do you have any additional Investment Accounts?
These include any bonds, stocks, treasury notes, etc.
Yes
What type of investment account do you own?
At which institution is it kept?
In whose name(s) is this investment account?
What is the approximate value?
No
Do you have Life Insurance?
Yes
At what institution?
In whose name(s) is the insurance?
Is it term or whole life insurance?
Who is/are the named beneficiary(ies)?
What is the approximate value?
No
Do you have any other Life Insurance?
Yes
At what institution?
In whose name(s) is the insurance?
Is it term or whole life insurance?
Who is/are the named beneficiary(ies)?
What is the approximate value?
No
Do you have a pension?
Yes
Who is the Pension Authority?
In whose name(s) is it?
Who is/are the named beneficiary(ies)
What is the approximate value?
No
Do you have any other pension?
Yes
Who is the Pension Authority?
In whose name(s) is it?
Who is/are the named beneficiary(ies)
What is the approximate value?
No
Do you have Tax Free Savings Account (TFSA)?
Yes
At what institution is your TFSA?
In whose name(s) is the TFSA?
Who is/are the named beneficiary(ies)?
What is the approximate value?
No
Do you have any other Tax Free Savings Account (TFSA)?
Yes
At what institution is your TFSA?
In whose name(s) is the TFSA?
Who is/are the named beneficiary(ies)?
What is the approximate value?
No
Do you have any Registered Education Savings Plan (RESP) or Registered disability savings plan (RDSP)?
Yes
Is it an RESP or a RDSP?
At which institution is this held?
In whose name(s) is it registered?
Who is/are the named beneficiary(ies)?
What is the approximate value?
No
Do you have any other Registered Education Savings Plan (RESP) or Registered disability savings plan (RDSP)?
Yes
Is it an RESP or a RDSP?
At which institution is this held?
In whose name(s) is it registered?
Who is/are the named beneficiary(ies)?
What is the approximate value?
No
Do you maintain any bank accounts?
Yes
At which institution do you maintain it?
In whose name(s) is it?
What is the approximate value?
No
Do you maintain any other bank accounts?
Yes
At which institution do you maintain it?
In whose name(s) is it?
What is the approximate value?
No
Do you maintain any other bank accounts?
Yes
At which institution do you maintain it?
In whose name(s) is it?
What is the approximate value?
No
Do you have any trusts?
A trust is a legal obligation with respect to property given by a person (donor) to another (trustee) to the advantage of a beneficiary.
Yes
Please describe the trust:
What is the approximate value of the trust?
No
Do you have any other trusts?
A trust is a legal obligation with respect to property given by a person (donor) to another (trustee) to the advantage of a beneficiary.
Yes
Please describe the trust:
What is the approximate value of the trust?
No
Do you own any business assets?
Yes
Please describe the business assets that you own.
What is the approximate value?
No
Do you own any other business assets?
Yes
Please describe the business assets that you own.
What is the approximate value?
No
Do you own a motor vehicle?
Yes
Who is/are the registered owner(s)?
What model-year is the vehicle?
What is the make of the vehicle?
What is the model of the vehicle?
What is the approximate value of the vehicle?
No
Do you own any other motor vehicle/boat?
Yes
Who is/are the registered owner(s)?
What model-year is the vehicle?
What is the make of the vehicle?
What is the model of the vehicle?
What is the approximate value of the vehicle?
No
Do you own any other motor vehicle/boat?
Yes
Who is/are the registered owner(s)?
What model-year is the vehicle?
What is the make of the vehicle?
What is the model of the vehicle?
What is the approximate value of the vehicle?
No
Please list any other valuable or personal property of significance to you, as well as its approximate value:
Do you have any debt?
Yes
What type of debt?
i.e. line of credit, credit card, etc.
Who is the creditor/institution of the debt?
In whose name(s) is this debt?
What is the approximate amount owing?
No
Do you have any additional debt?
Yes
What type of debt?
i.e. line of credit, credit card, etc.
Who is the creditor/institution of the debt?
In whose name(s) is this debt?
What is the approximate amount owing?
No
Do you have any other additional debt?
Yes
What type of debt?
i.e. line of credit, credit card, etc.
Who is the creditor/institution of the debt?
In whose name(s) is this debt?
What is the approximate amount owing?
No
Part VI: Will Instructions
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.
Please provide the Full Name of the FIRST person you wish to appoint as your executor:
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.
What is the address of this individual?
What is their occupation?
What is their relationship to you?
Please provide the Full Name of a SECOND person you would like to appoint as your executor
Would you like the SECOND executor to be your alternate OR joint executor?
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.
Alternate
Joint
What is the address of the SECOND executor?
What is the occupation of the SECOND executor?
What is the relationship of the SECOND executor to you?
Please provide the Full Name of a THIRD person you would like to appoint as your executor
Would you like the THIRD executor to be your alternate OR joint executor?
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.
Alternate
Joint
What is the address of the THIRD executor?
What is the occupation of the THIRD executor?
What is the relationship of the THIRD executor to you?
Would you like your Will to fix compensation for the executor(s)?
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.
Yes
No
Please provide the name of the person you would like to be the guardian of your child(ren).
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).
What is the address of the guardian?
What is the occupation of the guardian?
What is the guardian's relationship to you?
Please provide the name of the SECOND person you would like to be the guardian of your child(ren).
What is the address of the SECOND guardian?
What is the occupation of the SECOND guardian?
What is the relationship of the SECOND guardian to you?
Would you like the SECOND guardian to be an alternate or joint with the first guardian?
Alternate
Joint
Please provide the name of the THIRD person you would like to be the guardian of your child(ren).
What is the address of the THIRD guardian?
What is the occupation of the THIRD guardian?
What is the relationship of the THIRD guardian to you?
Would you like the THIRD guardian to be an alternate or joint with the first/second guardian?
Alternate
Joint
Would you like your Will to address compensation for the guardian(s) of your children?
Yes
No
Who would you like to be the beneficiaries of your estate, after specific gifts are made? Please provide the name, address, relation to you, and the portion/share of the remainder you wish to give them ($ / %)
You might include family members, friends, and charities.
Are any of the gifts dependent on the beneficiary surviving you?
Yes
Should the beneficiary survive you by 30 days, or survive you to a certain age?
No
If a beneficiary fails to survive, is the gift to
become part of the residue of your estate
go to the beneficiary's children (called "issues")
go to alternate beneficiaries
Please provide who those beneficiaries would be, below.
Do you wish to exclude a legal spouse or child from your Will?
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.
Yes
Please provide who you wish to exclude and why so we may discuss this further.
No
If a minor is to receive a gift, at what age is the child to receive the gift (e.g. 25 years of age)?
If a minor is to receive a gift, can money set aside from your estate for this gift be used for the benefit of the child before he or she becomes entitled absolutely (e.g. for university education).
Yes
Would you like to add any limits to the use of the monies?
No
Are investments by the Guardian/Trustee to be limited to the 'Trustee Act' investments?
Yes
No
If a child fails to survive to the above age, what is to be done with his or her share?
be shared by any surviving children
be inherited by his/her heirs
go to alternate beneficiaries
Please provide a list of alternate beneficiaries below.
become part of the residue
other
Please explain:
Do you have any specific instructions for your executor(s) about your funeral?
Yes
Please briefly describe your instrutions:
No
What would you like done with your remains?
Burial
Cremation
Family Plot
Other
Please describe:
Would you like your organs donated?
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.
Yes
No
Do you have any other notes/specific requests?
THANK YOU
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
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button below when you have finished answering all questions.