Welcome To Harris + Harris LLP Law Firm in Toronto, Ontario

Estates & Trusts

Will Template

Harris + Harris Estates and Trust group advises clients on the administration of estates and the establishment of trusts. Fill out and submit the form below and a representative from Harris + Harris will contact you shortly.

PERSONAL INFORMATION

NB: Testator = person making Will

Testator

Testator's Legal Name:
("also known as"):
Address:
Home Telephone:
Business Telephone:
Date of Birth:
Marital Status:
Testator's Occupation:
Testator's Employer/Business

Spouse

Spouse's Legal Name:
("also known as"):
Date of Birth:
Spouse's Occupation:
Spouse's Employer/Business

Children

Name:
Date of Birth:

Name:
Date of Birth:

Name:
Date of Birth:

Name:
Date of Birth:

Special Circumstances

Does the testator have an existing domestic contract (Separation Agreement or Marriage Contract)?	Yes No
Does the testator have any existing support obligation (child or spousal)?	Yes No
Are there any special personal circumstances that might affect the testator's will (i.e. disabled beneficiary, spendthrift beneficiary, illegitimate children, etc.)?

ASSETS

Real Estate

Address:
Name on Title:
Current Market Value:
Mortgage:
Equity:
Acquisition Date and Cost:

Address:
Name on Title:
Current Market Value:
Mortgage:
Equity:
Acquisition Date and Cost:

Address:
Name on Title:
Current Market Value:
Mortgage:
Equity:
Acquisition Date and Cost:

Bank Accounts

Name of Instituion:
Account No.:
Ownership:
Value:

Name of Instituion:
Account No.:
Ownership:
Value:

Name of Instituion:
Account No.:
Ownership:
Value:

Investments

Name of Instituation:
Type of Investment:
Account No.:
Ownership:
Value:
Designated Beneficiary:

Name of Instituation:
Type of Investment:
Account No.:
Ownership:
Value:
Designated Beneficiary:

Name of Instituation:
Type of Investment:
Account No.:
Ownership:
Value:
Designated Beneficiary:

Name of Instituation:
Type of Investment:
Account No.:
Ownership:
Value:
Designated Beneficiary:

Life Insurance

Insurance Company:
Policy Number:
Value of Policy:
Beneficiary:

Insurance Company:
Policy Number:
Value of Policy:
Beneficiary:

Insurance Company:
Policy Number:
Value of Policy:
Beneficiary:

Pensions

Company:
Policy Number:
Value of Policy:
Beneficiary:

Company:
Policy Number:
Value of Policy:
Beneficiary:

Business Interests

Name of Business:
Type of Interest:
Shareholder/ Partnership Agreements:

Name of Business:
Type of Interest:
Shareholder/ Partnership Agreements:

Name of Business:
Type of Interest:
Shareholder/ Partnership Agreements:

Automobiles/Vehicles/Recreation Vehicles

Description:
Value:
Ownership:

Description:
Value:
Ownership:

Description:
Value:
Ownership:

Description:
Value:
Ownership:

Jewellery/Artwork/Collections/Heirlooms

Description:
Value:
Ownership:

Description:
Value:
Ownership:

Description:
Value:
Ownership:

Description:
Value:
Ownership:

Other Assets (debts owed to testator, royalties)

LIABILITIES

Creditor:
Amount:
Interest:
Details:

Creditor:
Amount:
Interest:
Details:

Creditor:
Amount:
Interest:
Details:

Creditor:
Amount:
Interest:
Details:

Creditor:
Amount:
Interest:
Details:

DISPOSITION OF ESTATE

This information will be taken directly by the solicitor in person.

PROPOSED GUARDIANSHIP OF MINOR CHILDREN

Guardian:
Relationship:
Alternate:
Relationship:

SPECIAL INSTRUCTIONS

Exclusion of Illegitimate Children:	Yes No
Funeral Instructions:

ESTATE TRUSTEE(S)

Primary Estate Trustee(s):
Relationship:
Address:

Alternate Estate Trustee(s):
Relationship:
Address:

Alternate Estate Trustee(s):
Relationship:
Address:

POWERS OF ATTORNEY

Property:

Primary Attorney:
Relationship:
Address:

Alternate Attorney:
Relationship:
Address:
Attorney Entitled to Compensation:	Yes No
Effective Date:
Special Instructions/ Restrictions:

Personal Care:

Primary Attorney:
Relationship:
Address:

Alternate Attorney:
Relationship:
Address:
Attorney Entitled to Compensation:	Yes No
"No Herioc Measures" Clause:	Yes No
Special Instructions/ Restrictions:

Contact Information:
Name:

Address:

Telephone No.:

Fax No.:

Email Address: e.g. (you@domain.com)

*How would you like us to contact you? Telephone Email
* required field

DISCLAIMER

Please Note:

This intake form is for information purposes only, and submission of same does not constitute an agreement to provide legal services by Harris + Harris LLP, Barristers + Solicitors (“Harris + Harris”). Legal services will only be provided to the person submitting the intake form upon the express written agreement of Harris + Harris, and then only in accordance with the contractual terms contained in Harris + Harris’ retainer agreement, and Harris + Harris’ letter confirming terms of engagement.

While every reasonable effort will be made by Harris + Harris to respond to the intake form in a timely fashion, we cannot guarantee a specific response time. As such, if you require urgent/immediate legal services we ask that you contact us by telephone, or contact another lawyer of your choice.

The person submitting this intake form acknowledges that Harris + Harris shall not incur any liability whatsoever by acceptance of such intake form.

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