Siksay & Fraser Law Offices Will And Estate Planning Information Form - Spousal Page 2
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8Home Tel.: __________________________________ Bus. Tel.: ______________________________
Date of Birth: ________________________________ Marital Status: __________________________
Date and Place of Marriage: ( G Same as Client #1) __________________________________________
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?
iii) CHILDREN:
________________________________
Date of Birth: ___________________________
________________________________
Date of Birth: ___________________________
________________________________
Date of Birth: ___________________________
________________________________
Date of Birth: ___________________________
G Yes
G No
Are these children of this marriage?
Are there other children of either party? G Yes
G No (If yes, list on reverse)
iv) ADVISORS:
Name of Accountant:___________________________________________________________________
Name of Investment Advisor:_____________________________________________________________
Name of Insurance Advisor:______________________________________________________________
B.
ASSETS
i) SAFETY DEPOSIT BOXES:
Location:
Box Number:
Registered Name:
Location of Key:
1.________________ _________________
_______________________
___________________
2.________________ _________________
_______________________
___________________
3.________________ _________________
_______________________
___________________
4.________________ _________________
_______________________
___________________
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