Siksay & Fraser Law Offices Will And Estate Planning Information Form

Siksay & Fraser Law Offices Will And Estate Planning Information Form - Spousal

SIKSAY & FRASER LAW OFFICES

WILL AND ESTATE PLANNING INFORMATION FORM -

SPOUSAL

(Please complete this form prior to your initial meeting and bring the completed form to your appointment)

PERSONAL INFORMATION

i) CLIENT #1:

Full Name: ___________________________________________________________________________

Address: ____________________________________ Bus. Address:___________________________

_____________________________________

________________________________

_____________________________________

________________________________

Occupation: __________________________________________________________________________

Home Tel.: __________________________________ Bus. Tel.: ______________________________

Date of Birth: ________________________________ Marital Status: __________________________

Date and Place of Marriage: _____________________________________________________________

Details of any Divorce Decrees or Dissolutions and any Support Obligations:______________________

____________________________________________________________________________________

Residence for Income Tax Purposes: ______________________________________________________

G Yes G No

Are you a Canadian Citizen?

Are you married to Client #2? G Yes G No

ii) CLIENT #2:

Full Name: ___________________________________________________________________________

Address: ____________________________________ Bus. Address:___________________________

_____________________________________

________________________________

_____________________________________

________________________________

Occupation: __________________________________________________________________________

Siksay & Fraser Law Offices Will And Estate Planning Information Form - Spousal