Estate Planning Questionnaire | Wills Edmonton

Getting started

Tell us who this is for and which documents you need. Sections that don't apply to you are skipped automatically.

I am completing this as

An individualOne of a couple (spouses or adult interdependent partners) seeking mirror documents

Documents I am requesting

Choose all three for our will, EPA and personal directive package.

WillEnduring Power of AttorneyPersonal Directive

Save my progress on this device so I can finish later

Only use this on your own private device. Your answers are stored in this browser until you submit or clear them.

About you

Your personal information, used to prepare your documents and confirm your identity.

Full legal name

Preferred name

Former or other names

Maiden name, prior married names, aliases.

Pronouns (optional)

Date of birth

Place of birth

City, country.

Home address

Street, city, province, postal code.

My mailing address is different

Mailing address

Phone

Email

Occupation

Employer

Citizenship(s)

For your security, please don't send your Social Insurance Number online. We'll collect it at your appointment if it's needed.

Are you a U.S. citizen, green-card holder, or otherwise a “U.S. person” for tax purposes?

U.S. persons can face U.S. estate tax and filing obligations wherever they live. We may recommend cross-border tax advice.

YesNo

Are you resident in Alberta?

YesNo

Jurisdiction of residence and domicile

About your partner

Your spouse or adult interdependent partner's information, for their mirror documents.

Full legal name

Preferred name

Former or other names

Maiden name, prior married names, aliases.

Pronouns (optional)

Date of birth

Place of birth

City, country.

Home address

Street, city, province, postal code.

Their mailing address is different

Mailing address

Phone

Email

Occupation

Employer

Citizenship(s)

For your security, please don't send your Social Insurance Number online. We'll collect it at your appointment if it's needed.

Is your partner a U.S. citizen, green-card holder, or otherwise a “U.S. person” for tax purposes?

U.S. persons can face U.S. estate tax and filing obligations wherever they live. We may recommend cross-border tax advice.

YesNo

Is your partner resident in Alberta?

YesNo

Jurisdiction of residence and domicile

Family & relationships

This helps us identify everyone your plan should provide for — and anyone who could make a claim against your estate.

Assets

Approximate values are fine. This inventory makes sure nothing is missed and that your documents include the right powers.

Digital assets

Digital assets can have real financial and sentimental value — and your representative may have no way to find them.

Liabilities, advisors & documents

Debts, the professionals you work with, and where your important documents are kept.

Liabilities

Mortgages, loans, lines of credit, tax owing, guarantees.

Professional advisors

Safety deposit box location and number

Location of keys

Where is your current will kept?

Where should your new documents be kept?

Do you have an existing will, codicil, enduring power of attorney or personal directive?

New documents will revoke prior ones unless you tell us otherwise.

YesNo

Date and location of your existing documents

Executors & guardians

Your personal representative (executor) administers your estate. Choose someone trustworthy and organized, and name at least one alternate. For tax reasons, avoid naming only someone who lives outside Canada.

For mirror documents, answer for both of you. If any of your wishes differ from your partner's, explain in the notes at the end.

Distribution of your estate

These choices are a starting point for our discussion, not a substitute for legal advice.

For mirror documents, answer for both of you. If any of your wishes differ from your partner's, explain in the notes at the end.

Enduring Power of Attorney

Your attorney manages your finances and property if you can't. An EPA operates only during your lifetime.

For mirror documents, answer for both of you. If any of your wishes differ from your partner's, explain in the notes at the end.

Personal Directive

Your agent makes health, personal and care decisions if you can't. Choose someone reachable in an emergency who will follow your wishes under pressure.

For mirror documents, answer for both of you. If any of your wishes differ from your partner's, explain in the notes at the end.

Funeral & final arrangements

Your wishes for your funeral and final arrangements.

My preference

BurialCremationGreen / natural burialNo preference — my representative decides

Have you prearranged or prepaid a funeral?

YesNo

Funeral home and details

Any specific wishes (service, location, religious or cultural observances, disposition of ashes)

Review & submit

A few final questions, then review your answers and send them to us.

Review all of your answers

Do you both consent to our firm acting for both of you, and to sharing relevant information between you?

We'll discuss any conflict of interest with you. Either of you may obtain independent legal advice.

YesNo

How did you hear about Verdicta LLP?

Referred by

Anything else we should know about your wishes, family or circumstances

For couples: if any of your wishes differ from your partner's, please explain here.

I consent to Verdicta LLP collecting and using my personal information to prepare my estate planning documents, as described in the Privacy Policy (Alberta PIPA).

The information above is true and complete to the best of my knowledge. I understand this questionnaire is for information-gathering only, and that no will, enduring power of attorney or personal directive is effective until properly signed and witnessed.

Your full name (typed signature)

Date

Second client's full name (typed signature)

Date

Estate planning
questionnaire.

Before you start

Getting started

About you

About your partner

Family & relationships

Assets

Digital assets

Liabilities, advisors & documents

Executors & guardians

Guardians for minor children

Distribution of your estate

Trusts for beneficiaries (optional)

Enduring Power of Attorney

Personal Directive

End-of-life wishes (if two physicians confirm there is no reasonable chance of recovery)

Funeral & final arrangements

Review & submit

Thank you — we've received your answers.

Estate planning questionnaire.

Before you start

Guardians for minor children

Trusts for beneficiaries (optional)

End-of-life wishes (if two physicians confirm there is no reasonable chance of recovery)

Thank you — we've received your answers.

Estate planning
questionnaire.