Estate Planning New Client
Information
Edward Olkovich
mrwills.com
About Edward Olkovich
Ed is recognized as a leading Canadian estate expert. He has practised law in his own firm since 1978 and is a Certified Specialist in Trusts and Estates Law.
Ed is also the author of seven books, including Choosing Executors, Breakthrough Estate Planning, and Estate to the Heart: How to Plan Wills and Estates for Your Loved Ones.
He has spoken to audiences across Canada and is a frequent guest on television and radio. As a lawyer, Ed advises clients on wills, estates, executors, and estate administration and handles legal challenges to wills.
Ed is a member of the Ontario Law Society of Upper Canada, Ontario Bar Association, American Bar Association, Society of Trust and Estate Practitioners (STEP), Canadian Association of Professional Speakers (CAPS), and National Speakers Association (NSA).
He is the founder of estatetherapy.com, an online estate planning publisher, and is the Dean of Executor Academy. Ed can be reached by e-mail at [email protected] or by telephone at 416-769-9800 or toll free at 1-877-MrWills.
For Your Protection
This information is not financial, legal, tax, medical, or psychological advice or a substitute for professional advice. Always consult a professional before taking any action. The author and publisher assume no responsibility for loss or damages, direct or indirect, of any kind from use of this material.
No part of this publication may be reproduced without permission from the publisher.
Estate Planning Client Information Form
Your information is protected by solicitor client privilege. Your information will be held in strictest confidence. You must complete this form so we can properly advise you. Please print clearly the full names of all the people you list. Complete as much of this form as possible to save time.
Section 1 You and Your Partner’s Planning Information Section 2 We Need To Know
Section 3 Tell Us Who You Want
Section 4 Powers of Attorney for Property and Personal Care Section 5 Your Financial Summary
Please identify any concerns you wish to cover during our meeting.
Section 1: Your Planning Information
q Mr. q Mrs. q Ms. q Miss q Other
Full Name ________________________________________________________________
Birth Date ________________ Occupation ______________________________________
Citizenship _______________________________________________________________
E-mail ___________________________________________________________________
Home telephone ______________________ Business Telephone ______________________
Mailing Address ___________________________________________________________
Marital Status:
q Married q Divorced q Separated q Common-law q Single q Widowed
Section 1: Your Partner’s Planning Information
q Mr. q Mrs. q Ms. q Miss q Other
Full Name ________________________________________________________________
Birth Date ________________ Occupation ______________________________________
Citizenship _______________________________________________________________
E-mail ___________________________________________________________________
Home telephone ______________________ Business Telephone ______________________
Mailing Address ___________________________________________________________
Section 2: We Need to Know
How did you hear about us?
q Yellow Pages q Neighbourhood q Radio q Television q Ads q Internet q Referred by __________________________________________________
Please let us know if you or your spouse: Yes / No
1) Have been married before? q q
2) Jointly own your own home? q q
3) Own a business? q q
4) Own real estate other than your own home? q q
5) Own assets outside Ontario? q q
6) Have a marriage contract / separation agreement? q q 7) Have been hospitalized / diagnosed with an illness? q q 8) Have assets with designated beneficiaries? q q 9) Have children or beneficiaries with special needs? q q 10) Plan to be married in the next year? q q
11) Already have a will? q q
12) Know anyone with a claim to your estate? q q 13) Own assets jointly with someone? q q 14) Intend to make a large gift outside of your will? q q
Section 3: Tell Us Who You Want
An executor or estate trustee pays your bills and distributes gifts under your will.
A guardian handles the needs of those without full legal capacity, such as your minor children.
Executor(s) ______________________________________________________________
Relationship ____________________________________________________________
Backup Executor _________________________________________________________
Guardian(s) _____________________________________________________________
Relationship ____________________________________________________________
Backup Guardian Beneficiaries – Who gets everything?
Name _____________________________________ Relationship ___________ Age ___
Name _____________________________________ Relationship ___________ Age ___
Name _____________________________________ Relationship ___________ Age ___
Name _____________________________________ Relationship ___________ Age ___
Partner’s Executor and Guardian
Executor(s) ______________________________________________________________
Relationship ____________________________________________________________
Backup Executor _________________________________________________________
Backup Guardian Partner’s Beneficiaries – Who gets everything?
Name _____________________________________ Relationship ___________ Age ___
Name _____________________________________ Relationship ___________ Age ___
Name _____________________________________ Relationship ___________ Age ___
Name _____________________________________ Relationship ___________ Age ___
Section 4: Powers of Attorney for Property and Personal Care
An attorney is an agent or substitute decision maker you designate in a signed and witnessed legal document.
My attorney for property: ___________________________ Backup: __________________
My attorney for personal care: _______________________ Backup: __________________
My partner’s attorney for property: _____________________ Backup: __________________
My partner’s attorney for personal care: _________________ Backup: __________________
FINANCIAl SUmmArY
ASSETS
Real Estate My Own My Spouse Total
1. Home
2. Vacation Property 3. Rental Property 4. Land
Bank Accounts My Own My Spouse Total
5. GICs 6. Savings 7. Money Market
Retirement Accounts My Own My Spouse Total
8. RRSP’s 9. RRIF’s 10. Pension
Investment Accounts My Own My Spouse Total
11. Stock brokerage 12. Mutual Funds 13. Stock certificates 14. Bonds
15. Annuities 16. Money Market
Business Ownership My Own My Spouse Total
17. Sole proprietorship 18. Partnership 19. Corporation
Personal Property My Own My Spouse Total
20. Autos
21. Home furnishings 22. Jewellery
23. Art
Life Insurance Policies My Own My Spouse Total 24. Term
25. Group 26. Whole
27. Universal __________
Total Assets
LIABILITIES
Loans and Debts My Own My Spouse Total
28. Credit Card Debt 29. Unsecured Credit 30. Life Insurance Loan 31. Promissory Notes
Mortgages My Own My Spouse Total
32. First Mortgage 33. Second Mortgage 34. Home Equity Line
Other Debts My Own My Spouse Total
Total Liabilities Net Estate
Total Assets – Total Liabilities = $ ________________ (Your net estate)
Want more information?
Are you interested in a consultation with Edward Olkovich? Contact him at [email protected].
By telephone at 416.769.9800 or, toll free at 1.877.Mr Wills (1.877.679.4557).
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Visit estatetherapy.com for simple solutions to your estate problems.
