Questionnaire Legalshield Form PDF Details

Embarking on the journey of creating a last will and testament brings to the forefront the importance of thoughtful preparation and an understanding of one's assets and wishes for their distribution. The Questionnaire LegalShield form serves as a comprehensive guide for Canadian members to articulate their preferences, from specifying guardians for their children to outlining the distribution of their estate. This document, spanning six detailed pages, requires individuals to meticulously account for various aspects of their estate, including real estate holdings, insurance policies, and personal possessions, while also addressing more personal elements such as the guardianship of minors and provisions for family members with special needs. The form's insistence on the separation of entries by the member and their spouse—if applicable—underscores the tailored approach to estate planning, ensuring that each individual's unique circumstances are accurately reflected. Furthermore, it provides crucial information on the legal complexities surrounding joint tenancies, beneficiary designations outside of the will, and the necessity of appointing a dedicated executor to administer the estate, encapsulating the multifaceted process of will preparation. This preparatory step, albeit not a legal document in itself, facilitates a smoother transition to formalizing one's will with a provider law firm, highlighting a commitment to providing peace of mind through meticulous estate planning.

QuestionAnswer
Form NameQuestionnaire Legalshield Form
Form Length8 pages
Fillable?No
Fillable fields0
Avg. time to fill out2 min
Other names https://sites.legalshield.com/pdf/52480.pdf

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Will Questionnaire

Canadian Members

p 1 of 6 • Will Questionnaire

PLEASE PRINT

es • tate n. Everything that you own at your passing after payment of debts and taxes. You make deci- sions regarding the share of your estate that you wish to give to your beneficiaries.

will n. A document which provides who is to receive your property, who will administer your estate, who will serve as guardian of your children, if applicable, and other provisions.

peace of mind n. The wonderful feeling you get as a LegalShield member after having your Will prepared by a qualified law firm at a reasonable price.

FOR YOUR INFORMATION

MEMBER AND SPOUSE FILLING OUT A SEPARATE FORM

In order to meet each person’s unique needs, you must each fill out a Will Questionnaire

Get Started!

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WHAT YOU’LL NEED TO FILL THIS OUT:

Copy of your Pre-or-Post Marriage Contract (if applicable)

Names and birthdates of your children and grandchildren (if applicable)

The name and contact information of the person you’ve chosen to be guardian of your child(ren), the trustee(s) of your estate, and your personal representative.

HELPFUL INFORMATION BEFORE YOU GET STARTED!

This Will Questionnaire is NOT your Will. It will help your Provider Law Firm prepare your Will. All questions applicable to you MUST be completed in their entirety in order to have your Will prepared. Providing an estimated dollar amount for assets and debts is suffi- cient. All information provided is confidential.

If you need more space to answer a question, attach a separate sheet and indicate the question number to which it pertains.

If you have questions while filling out this form, don’t hesitate to call your Provider Law Firm at the number on your membership card.

If you need the number to your firm, call Member Services at 1-800- 440-8857 (7 am - 7 pm, Mon-Fri, Central Standard Time).

1)Full legal name (first, middle, last)

______________________________________________________

All other names by which you have been known:

______________________________________________________

Membership Number ____________________________________

Age ____ Date and Place of Birth __________________________

Sex q Male qFemale Are you a Canadian citizen? q Y qN If no, country of citizenship _______________________________

2) Current residence:

Address ____________________________________________

Postal Code _________________________________________

Home Phone _______________ Work Phone _______________

3)If you are married, list your spouse’s full legal name. If in a partnership, list partner’s name:

(first, middle, last, maiden) _____________________________________

Spouse/Partner’s SIN _________________DOB______________

If applicable, date of marriage__________

Place of marriage ______________

4)Do you and your spouse have a Prenuptial Agreement? q Y q N q N/A

If yes, attach copy with any filing data.

5)Do you plan on marrying or entering into a partnership agreement in the near future? q Y q N q N/A

6)If either you or your spouse has been divorced, please answer the following. If not applicable, please go to question #8.

Date of marriage ________________________________________

Date of divorce judgment _________________________________

Court rendering judgment _________________________________

Date of spouse’s death (if applicable) ________________________

7)Obligations persuant to previous marriages:

_________________________________________________________

8)If applicable, are any of your children, stepchildren or grandchildren born outside of marriage? If yes, please provide details:

____________________________________________________

9)If you have children, including adopted children, state the following for each child. If you do not have children, please go to question #15.

Full name

Son/Daughter

Date of birth

Child of current

marriage? (Y/N)

 

 

 

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10) a. Deceased biological or legally adopted children if applicable.

Full name

Son/Daughter

Date of death

 

 

 

b. Deceased child’s living children if applicable:

Full name

Son/Daughter

Date of birth

Parent’s Name

 

 

 

 

11)If you have stepchildren, do you want them treated the same as your natural born or legally adopted children in your Will? q Y q N q N/A

If yes, state the following for each:

Full name

Male/Female

Date of birth

Parent’s Name

 

 

 

 

12)If you have grandchildren, state the following for each. If not, go to question #13.

Full name

Parent’s Name

Grandson /

DOB

Living?

Granddaughter

(Y/N)

 

 

 

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Will Questionnaire • p 2 of 6

FOR YOUR

INFORMATION

Spouse: Legally married per- son. Adult Interdependent Partner: A person who has lived with another person in a relationship of interdepen- dence for a continuous pe- riod of three years, or of some permanance, if there is a child of the relationship by birth or adoption, OR the person has entered into adult interde- pendent partner agreement.

FOR YOUR

INFORMATION

Your surviving spouse, adult interdependent part- ner, your children under 18 years and any children over 18 years who are physically or mentally dis- abled and thereby unable to earn a livelihood, have a right to apply for a greater share of your estate.

p 3 of 6 • Will Questionnaire

guard • i • an n.

A person lawfully invested with the power, and charged with the duty, of taking care of the person who is incapable of doing so because of age or other incapacity.

FOR YOUR INFORMATION

JOINT TENANTS WITH

RIGHT OF SURVIVORSHIP

If you own property jointly with another person as “joint tenants with right of survivorship,” your interest in that property will pass to the survivor upon your death. It will not pass according to the terms of your Will. If you own property jointly with another person without right of survivorship, your interest in that property will pass according to the provisions in your Will.

FOR YOUR INFORMATION

BENEFICIARY DESIGNATIONS

Beneficiary designations in life previously made in insurance policies, retirement plans, etc., will determine who receives those monies upon your death, not the provisions in your Will.

Halfway Point

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13)Are any of your children or other beneficiaries mentally or physically disabled or have special needs? q Y q N If so, note any special provisions:

____________________________________________________

____________________________________________________

If so, are they presently receiving, or do you anticipate that they may apply for disability benefits in the future? q Y q N

14)If your children are under age eighteen (18), state the follow- ing for the person you wish to act as their guardian in the event of your death or in case of the joint death of you and your spouse (if married). If you do not have any minor chil- dren, please go to question #15.

Name(s)____________________________________________

Address ____________________________________________

Relationship ________________________________________

If at the time of your death, the person(s) named above is/are unwilling to serve as guardian (custodian), please list an alternate:

Name(s)_________________________________

Address _________________________________

Relationship ______________________________

15)List the estimated value of your assets as of today’s date. Include the dollar amount in the appropriate column(s).

 

 

 

 

VA L U E

 

 

 

 

 

 

 

 

 

h. Life Insurance

 

 

If Joint Assets-

Designated

 

 

 

 

A S S E T S

 

 

 

 

 

 

Name

Beneficiary

 

 

Policies

 

 

 

 

 

a.

Home

 

 

 

 

 

 

 

 

 

 

 

 

 

b. Other real estate*

 

 

 

 

 

 

 

 

 

 

 

 

 

c. Chequing, savings, or credit union accounts

 

 

 

 

 

 

 

 

 

 

 

 

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2.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

d. Automobiles &

 

 

 

 

 

 

Other Vehicles

 

 

 

 

 

 

 

 

 

 

 

 

 

e. Stocks, Mutual funds

 

 

 

 

 

 

& other investments

 

 

 

 

 

 

 

 

 

 

 

 

 

f. Interest in a business

 

 

 

 

 

 

 

 

 

 

 

 

 

 

g. RRSPs

 

 

 

 

 

 

 

 

 

 

 

 

 

 

h. Life Insurance

 

 

 

 

 

 

Policies

 

 

 

 

 

 

 

 

 

 

 

 

 

 

i. Miscellaneous

 

 

 

 

 

 

 

 

 

 

 

 

 

T O TA L S

 

 

 

 

 

* Indicate if outside of Canada.

16)List your estimated debt in each category as applicable. Include the dollar amount in the appropriate column(s).

 

D E B T S

Individual

Spouse’s

Joint/Debts Joint Debts/

 

Debts

Separate

Non-Spouse

 

 

 

 

 

Debts

 

a. Mortgages on home

17)Do you want your spouse or partner as your personal representative/executor? q Y q N

Please list an alternate below. If not married or you wish to appoint someone other than your spouse, please indicate below.

Full name ________________________________________

Address __________________________________________

Please list an alternate in case this person is unwilling or un- able to serve:

Full name _________________________________________

Address __________________________________________

Do you wish them to act jointly? q Y q N

If yes, with whom?

Full name ________________________________________

Address__________________________________________

18) Many people make special provisions for family heirlooms, jewelry, or other items of special value to be distributed to friends or relatives. If you have such property and would like to leave it to a specific person, please complete the following.

Item Special Identifying Features Recipient

_________________________________________________

_________________________________________________

Will Questionnaire • p 4 of 6

FOR YOUR INFORMATION

Any shareholder agreement for a corporation in which you own shares should be forwarded with this package to your Provider Law Firm.

FOR YOUR INFORMATION

Your personal representative will manage and distribute your estate in accordance with the terms of your Will. The person you choose should be responsible, trustworthy, and willing and able to handle the responsibilities of the role. Since the responsibilities can extend over a number of years, you should choose a person of an appropriate age.

FOR YOUR INFORMATION

If your personal representative resides outside your Province, he or she may be required to post a bond equal to the value of your estate. If possible, choose a personal representative that resides in your Province or choose joint personal representatives, one of whom resides in your Province.

p 5 of 6 • Will Questionnaire

FOR YOUR

INFORMATION

MUTUAL/MIRROR WILLS

Usual for a couple. Both spouses or partners have the same provisions in their wills.

19)Indicate how you want your assets to pass when you die.

Please check the ONE option you prefer:

qOption A I want my assets to pass to my spouse and children as follows:

To my spouse, if surviving.

If my spouse predeceases me, my assets will be divided in equal shares to my children.

If any of my children predecease me, that child’s share shall be distributed to his or her children in equal shares.

In the event my spouse and all of my chil- dren and descendents fail to survive me, I want my assets to be distributed as follows:

FOR YOUR

INFORMATION

One typical estate plan for married or partnered persons provides that if, when you die, your spouse or partner, all your children and grandchildren have predeceased you, your estate is to be divided equally between your family and the family of your spouse or partner. Usually, both you and your spouse or partner contribute to the estate.

Almost Done!!

____________________________________

____________________________________

____________________________________

qOption B I am unmarried with children and want my assets to pass as follows:

In equal shares to my children.

If one or more of my children predeceases me, that child’s share in my estate is distributed to his or her children in equal shares.

In the event all my children and descendents fail to survive me, I want my assets to be distributed as follows:

____________________________________

____________________________________

____________________________________

qOption C None of the above. I want my assets to pass as follows:

____________________________________

____________________________________

____________________________________

____________________________________

____________________________________

____________________________________

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Will Questionnaire • p 6 of 6

20)Execution of a Will is the best way to determine how your property will be distributed. However, it cannot address important issues regarding health care decisions. Your Provider Law Firm will prepare a Power of Attorney for Personal Care and Continuing Power of Attorney for Property at no additional charge if prepared with your Will. Who would you like to serve as your representative responsible for making sure your health care wishes are carried out?

Full name __________________________________________________

Address ___________________________________________________

Please list an alternate in case this person is unwilling or unable to serve:

Full name __________________________________________

Address ____________________________________________

Please indicate your wishes by checking one box below:

q I want this person to be able to act on my behalf immediately. qI want this person to be able to act on my behalf only upon

certification by a doctor that I am no longer able to make decisions and act for myself.

Who would you like to serve as your representative responsible for making sure your property wishes are carried out?

Full name __________________________________________

Address ___________________________________________

Please list an alternate in case this person is unwilling or unable to serve:

Full name __________________________________________

Address ___________________________________________

FOR YOUR INFORMATION

TAXES

While Death taxes are not currently imposed in Canada, income taxes must often be paid after death. Income tax may include tax on accrued capital gains (increase in the value of property over time.)

Confirmation of information and instructions:

I confirm the information provided by me in this form is complete and accurate and that the instructions I have provided reflect my wishes.

Signature _______________________ Print name ________________________

Date __________________ Phone number to call if questions

____________________Email address _________________________

You have now completed your Will Questionnaire! Please see instructions on the next page for final steps on how to get your Will prepared.

Your LegalShield Plan Will Questionnaire

To have your Will prepared:

1After completing the Will Questionnaire, mail it to your Provider Law Firm.

If you need to include additional information to this form, please include a separate sheet of paper. If you need your Provider Law Firm’s address, please call their number on your membership card, or call Legal Shield Member Services toll-free at 1-800-440-8857. Use one stamp for each Will Form you send in.

They will prepare your Last Will & Testament based on the confidential information you provide in your Will Questionnaire. If they need additional information from you while completing your Will, they’ll call you.

2within ten (10) business days of when they receive your completed Will Questionnaire.

You’ll also receive instructions from your Provider Law Firm on how to

have your Will finalized.

Safeguard your Will and make a copy for your executor.Your Provider Law Firm should mail you your completed Will

3Store your Will in a safe place with other important legal documents. Please remember that you—not your Provider Law Firm—are responsible for the safekeeping of your Will.

PPL Legal Care of Canada Corporation

a subsidiary of Pre- Paid Legal Services, Inc.

W I L LQ U E ST .CA N 7.14

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Tips to prepare Questionnaire Legalshield Form part 1

2. When the previous section is completed, you have to add the essential details in If you are married list your, first middle last maiden, FOR YOUR INFORMATION, SpousePartners SIN DOB, MEMBER AND SPOUSE FILLING OUT A, In order to meet each persons, If applicable date of marriage, Place of marriage Do you and, If yes attach copy with any filing, Get Started, and Do you plan on marrying or allowing you to go further.

Tips on how to complete Questionnaire Legalshield Form step 2

It is easy to make a mistake when filling in your If you are married list your, so make sure that you go through it again before you'll submit it.

3. The third part is generally easy - fill in every one of the blanks in If either you or your spouse has, following If not applicable please, Date of marriage, Date of divorce judgment, Court rendering judgment, Date of spouses death if, Obligations persuant to previous, If applicable are any of your, If you have children including, Full name SonDaughter Date of birth, Child of current marriage YN, FOR YOUR INFORMATION, and Spouse Legally married per son to complete this segment.

Best ways to prepare Questionnaire Legalshield Form step 3

4. This subsection arrives with the following blanks to fill out: a Deceased biological or legally, Full name SonDaughter Date of death, b Deceased childs living children, Full name SonDaughter Date of, If you have stepchildren do you, Full name MaleFemale Date of birth, FOR YOUR INFORMATION, surviving, and spouse Your adult interdependent.

A way to fill out Questionnaire Legalshield Form stage 4

5. When you draw near to the completion of this file, there are several more things to complete. Specifically, If you have grandchildren state, Full name Parents Name, Grandson, Granddaughter, DOB, Living YN, and spouse Your adult interdependent should all be filled in.

Part no. 5 of filling in Questionnaire Legalshield Form

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