Truvera Will Estate Planning Questionnaire

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Your Name*
Financial Institution Name*
Financial Representative Name*
I designate the following Lawyer and/or Law Firm to be the recipient of my completed questionnaire and direct Truvera Trust Corporation to forward it to them:
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Note: If no designation is made, I direct Truvera Trust Corporation to select a lawyer of their own choosing to be the recipient of my completed questionnaire and forward it to them.
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Will & Estate Planning Questionnaire
Introduction

• The purpose of this questionnaire is to obtain the information that a lawyer requires in order to prepare a Will for you.
• Truvera Trust Corporation (“Truvera”) will keep your response to this questionnaire confidential and will disclose the completed questionnaire only to the law firm you designate to prepare your Will, or to other parties that you designate.
• The completed questionnaire will be reviewed by Truvera.
• In most cases Truvera will then send the completed questionnaire to the law firm you have designated to prepare your Will.
• The law firm will contact you shortly after it receives the completed questionnaire.
• In some cases, Truvera may contact you before sending the completed questionnaire to the law firm, for example if supplemental information is required.
• If you have questions regarding the foregoing please contact Truvera at info@truvera.ca

Usage Tips

• If you and your spouse each require a Will, then each of you should independently complete separate copies of this questionnaire.
• You will notice there are questions that require a “yes” or a “no” answer, if you do not check the “yes” box it is assumed that the answer is “no.”
• When you have completed the questionnaire, please click the “Submit” button at the end of the questionnaire (this requires active Internet connection).
• Should you require to provide additional information, please enter in the comments sections on the last page.
Please Agree to our End User License Agreement*
- I Accept
Click here to open our End User License Agreement in a new window.

Spouse
Spouse’s full legal name
List all other names that this spouse uses or has used, including maiden names.
Place of marriage (city, country):
Date of marriage:
DD slash MM slash YYYY
Spouse’s date of birth:
DD slash MM slash YYYY
Spouse’s place of birth (city, country):
Spouse’s citizenship:
Spouse’s current address, with postal code:
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Children
Do you have any children (including adult children, step-children, adopted children, deceased children and children born out of wedlock)?
- Yes
- No
List all of your children (including adult children, adopted children, deceased children or children born out of wedlock):
Full legal name Address Date of Birth (dd/mm/yyyy) Disability/Special Needs? (yes/no)
List all of your step-children or other dependents, if any:
Full legal name Address Date of Birth (dd/mm/yyyy) Disability/Special Needs? (yes/no)

Your Financial Assets
List any credit union, bank or other deposit accounts in your sole name:
Financial Institution Branch Value (approximate)
List any credit union, bank or other deposit accounts in joint names with your spouse or others:
Financial Institution Branch Value (approximate)
List any life insurance policies you or anyone else (for example, an employer or business partner) has on your life:
Insurance Company Policy Owner Designated Beneficiary Death Benefit Value (approximate)
List any life insurance policies you own on the life any person other than yourself:
Insurance Company Policy Owner Life Insured Designated Beneficiary Cash Surrender Value of policy Death Benefit Value (approximate)
List any Registered Retirement Savings Plans, Tax Free Savings Accounts, Registered Retirement Income Funds, Registered Education Savings Plans, Registered Disability Savings Plans, Pooled Registered Pension Plans or Registered Investments that you own:
Plan Type Trustee Plan Owner Designated Beneficiary Value (approximate)
List any pension plans (e.g. CPP, employer, etc.) or Retirement Compensation Arrangements that you own:
Plan Type Trustee Plan Owner Designated Beneficiary Value (approximate)
List any deferred or other profit sharing plans that you own:
Trustee Plan Owner Designated Beneficiary Value (approximate)
List any investment or brokerage accounts containing GICs, term deposits, stocks, bonds, mutual funds, etc.) which are not listed above:
Financial Institution Branch Other Joint Owner(s) if any Value (approximate)
Do you own shares in any private companies?
- Yes
- No

Your Home & Other Real Property
List any real property or real property interests in British Columbia or elsewhere; for example principal residence, vacation home, recreational property, time share, fractional interest, etc.:
Property Description Address Your interest /share (%) Original Cost Current Value (approximate) Outstanding Mortgage Amount Mortgage Insurance (Y/N) Tenant Occupied? (Full or portion)
Your Tangible Personal Property
List any valuable antiques, jewellery, collectibles, any other tangible personal property not described above, or works of art (description, location, approximate value):
Are you a beneficiary of an estate or trust? Please provide details.

Your Debts & Liabilities
Are you liable for any spousal and/or child support?
- Yes
Have you guaranteed somebody else's debts?
- Yes
Are you party to any Court proceeding?
- Yes
Are there any unresolved or unpaid amounts possibly owing to Canada Revenue Agency?
- Yes
List any personal debt, such as bank/credit union loans or credit card debt, outstanding promissory notes, accounts payable, unpaid installments, margin account debt, etc.:
Creditor Name & Address Creditor’s Relationship to you, if any Amount Owing
Complete the following if you have borrowed money against any policy of insurance on your life:
Insurance Company Policy Description Current Outstanding Loan Amount

Do you want your Will to mention your funeral or burial wishes?
- Yes
- No
Do you wish to be buried or cremated?
- Buried
- Cremated
Do you wish to be buried or cremated in accordance with your religious faith?
- Yes
- No
Which faith?
Do you belong to a burial/memorial society, or have you prearranged/prepaid your funeral or burial?
- Yes
- No
Please Provide Details:
Even if your Will mentions your funeral or burial wishes, you should inform your executor(s) and next of kin of those wishes, since your Will may not be read for some time after your death.

Executor(s)
When you die, your Executor determines what property you own and what debts you owe; settles your financial affairs; and carries out the provisions in your Will. Often the Executor is a spouse, trust company, sibIing, business partner, trusted advisor, close friend or two or more of these. Truvera Trust Corporation has the expertise to act as your executor, and would be pleased to be considered for this role, either alone or with one or more of the people described above. Your lawyer will discuss these options with you.
Guardian(s)
If you and your spouse die or become incapacitated before your children reach the age of majority (age 19 in BC), who do you want to act as guardian(s) of your children until they reach the age of majority? For each proposed guardian please provide:
Full Name: Address: Gender: Occupation: Relationship To You: Have you asked this person to serve as guardian? (y/n) If yes, is this person willing to serve as guardian? (y/n)
If any guardian named above predeceases you, or is unable or unwilling to act as guardian, who do you want to name as alternate guardian(s)? For each proposed alternate guardian please provide details:
Full Name: Address: Gender: Occupation: Relationship To You: Have you asked this person(s) to serve as alternate guardian? (y/n) If yes, is this person willing to serve as alternate guardian? (y/n)

Specific Bequests/Legacies
Your lawyer will discuss with you:

A) Any specific bequests or legacies to be included in your Will. For example, you may choose to leave specific property items and/or money bequests to certain persons or charities.
B) What is to happen if the recipient of a bequest or legacy predeceases you.
C) How the Residue of your estate is to be handled. The Residue is everything that remains after all of your specific bequests or legacies have been satisfied.

If you are a beneficiary of an estate or trust, or an executor or trustee of a Will or trust, you may be required to make provisions in your Will regarding your estate or trust benefit, or your executor or trustee position. You will want to have the appropriate documents available for your review with your lawyer, in case any such provisions need to be included in your Will.
Your Pet(s)
Should your Will mention your pet(s) and their care after your death?
- Yes
- No
Testamentary Trusts
Please refer to the Trustee Services section of the website of Truvera Trust Corporation, www.truvera.ca for information about setting up trusts for any of your beneficiaries (i.e. your spouse, children or grandchildren) for purposes such as income splitting, asset preservation, income tax reduction, creditor protection, protection from spousal claims, timing of distributions, etc. Your lawyer will explain Testamentary Trusts in more details.
Enduring Power of Attorney
You may wish to appoint an “attorney” to manage your financial and legal affairs in case you become incompetent or incapable of managing your affairs before you die. This can be done through the use of an Enduring Power of Attorney. Truvera Trust Corporation, www.truvera.ca has the expertise to act as your attorney, and would be pleased to be considered for this role, either alone or with one or more others. Your lawyer will explain Enduring Powers of Attorney in more detail.

An Enduring Power of Attorney is often prepared together with a Will. However, the cost of preparing a Will does not normally include the cost of preparing an Enduring Power of Attorney. Your lawyer will explain the costs.
Representation Agreement
You may wish to appoint someone as your representative to make decisions on your behalf regarding your personal and health care during any disability, illness or at end of life; should you become incompetent or incapable of managing your affairs. This can be through the use of a Representation Agreement. Your lawyer will explain Representation Agreements in more detail.

A Representation Agreement is often prepared together with a Will. However, the cost of preparing a Will does not normally include the cost of preparing a Representation Agreement. Your lawyer will explain the costs.

British Columbia law does not permit a trust company to act as a representative under a Representation Agreement having provisions which include health care or personal care. Accordingly, Truvera Trust Corporation, www.truvera.ca cannot be considered for this role.
If you have any other comments or instructions please provide them here:
Date of completion of this questionnaire:
DD slash MM slash YYYY

Will & Estate Planning Questionnaire

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Please Login to Begin the Will & Estate Planning Questionnaire

Will & Estate Planning Questionnaire

YOU (THE WILL MAKER) AND YOUR FAMILY

Spouse

Children

Your Financial Assets

Your Home & Other Real Property

Your Tangible Personal Property

Your Debts & Liabilities

Executor(s)

Guardian(s)

Specific Bequests/Legacies

Your Pet(s)

Testamentary Trusts

Enduring Power of Attorney

Representation Agreement

Full legal name	Address	Date of Birth (dd/mm/yyyy)	Disability/Special Needs? (yes/no)

Full legal name	Address	Date of Birth (dd/mm/yyyy)	Disability/Special Needs? (yes/no)

Financial Institution	Branch	Value (approximate)

Financial Institution	Branch	Value (approximate)