Siksay & Fraser Law Offices Will And Estate Planning Information Form

Siksay & Fraser Law Offices Will And Estate Planning Information Form - Spousal Page 8

INCOME - CLIENT #2

Monthly:

Annually:

Gross Salary:

$_________________ $__________________

Professional Income:

$_________________ $__________________

Business Income (unincorporated):

$_________________ $__________________

Dividends from Controlled Companies:

$_________________ $__________________

Bonuses:

$_________________ $__________________

Net Rental Income:

$_________________ $__________________

Interest Income:

$_________________ $__________________

Dividends from Investment Portfolio:

$_________________ $__________________

Family Allowance:

$_________________ $__________________

Disability Payments:

$_________________ $__________________

Canada Pension Plan Income:

$_________________ $__________________

Other Pensions:

$_________________ $__________________

Annuity Income (including RRIF):

$_________________ $__________________

Old Age Security:

$_________________ $__________________

Support Payments:

$_________________ $__________________

Other Income:

$_________________ $__________________

$_________________

TOTAL ANNUAL INCOME:

DATE FORM COMPLETED:________________________________

(located in ‘s’ drive, W P51, David, as “W ills Information Form Spousal”)

Siksay & Fraser Law Offices Will And Estate Planning Information Form - Spousal Page 8