This form will give us the information we need to assist you with acting as executor or administrator of an estate.

It's ok if you don't have all the answers. If a question does not apply, please leave it blank. We will work together to finish the form, but the more information you can provide now, the easier our role will be. You can save your progress and return to this form if you need to.

If the following documents are available, please bring them to our first meeting:

☐ Funeral Director's Certificate of Death
☐ Death Certificate (Provincial)

☐ Original Will (and codicils), or copy of the Will and any other instructions from the deceased

☐ Information about the Estate Assets (real property/land, vehicles, bank/investment accounts)

☐ Information about any life insurance policies, RRSPs/RRIFs, TFSAs, or pensions)
☐ 1 piece of photo ID (yours)

All information received from you is held in strict confidence.

Contact information: Your Information

Prefix

First name *

Middle name

Last name *

Date of birth

Emails

Address *

Type

Upon submission, a copy of this form will be sent to the primary email.

Add email

Addresses

Street address

Country

City

State/Region

Zip/Postal code

Address type

Add address

Phone numbers

Phone number

Type

Add phone number

Contact information: Your Information

The Deceased

What is the full legal name of the deceased?

What is your relationship to the deceased?

Did the deceased have a Will?

Date of Birth

Place of Birth

Date of Death

Place of Death

Last Residential Address:

Please provide the deceased's parents names, date of birth, and place of birth:

Deceased relationship status at date of death:

Date of Last Marriage:

Date of Last Divorce:

If the deceased was divorced or had a prenuptial/cohabitation agreement, please upload a copy of the agreement or certificate here:

Please list all of the deceased's children (including those that have passed away), and provide their current contact information:

Was the deceased a Canadian Resident for tax purposes?

Was the deceased a citizen of any foreign countries?

Did the deceased own any land or property in another jurisdiction?

If you have completed a preliminary inventory of Estate Assets, please attach it here: