APPLICATION FORM
Preparation of Will Form

Please provide your details below

Client Information:

Your Name

Phone

Street Address

City

1. Name & Address of Testator/Testatrix (Person making the Will)

2. Name and Address of Executor

3. Name and Address of two (2) witnesses:

1st Witness

Witness Name

Witness Address

Witness Occupation

2nd Witness

Witness Name

Witness Address

Witness Occupation

4. List all Assets of the Testator (personal property & real property) to be included in will

Company Shares / Properties / Bank Accounts / Vehicles / Chattels

5. In respect to Properties, please list the legal description and provide our firm with copies of the title.

6. Kindly provide the name and address of all beneficiaries:

7. Kindly indicate how you wish the assets to be distributed to the beneficiaries:

8. Kindly indicate to whom and how you wish to distribute your residuary estate or any other property that you may purchase in the future.

9. Kindly provide us with any other additional information that you wish to provide in your will that may have not been included above:

Important Notes

a) A Will is automatically revoked upon the subsequent marriage of the Testator/Testatrix.

b) Please indicate to us whether the Testator/Testatrix is contemplating marriage.

c) A beneficiary and/or spouse cannot be a witness a Will.

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APPLICATION FORMPreparation of Will Form