Will Planning Guide

7/31/2019 Will Planning Guide

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Will Planning Guide

Name:

Date:


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Table o Contents

RAYMOND JAMES FINANCIAL PLANNING .............................................................................................1

SECTION 1 FAMILY INFORMATION ..........................................................................................................2

SECTION 2 FINANCIAL INFORMATION ..................................................................................................5

SECTION 3 LIABILITIES ...............................................................................................................................14

SECTION 4 PERSONAL ADVISORS ......................................................................................................15

SECTION 5 SAFETY DEPOSIT BOX....................................................................................................... 17

SECTION 6 FUNERAL ARRANGEMENTS ........................................................................................... 17

SECTION 7 INSTRUCTIONS FOR WILL ................................................................................................18


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THIS BOOKLET IS THE PRIVATE PROPERTY OF:

Full Legal Name:

Address:

Home Phone: Cell:

Ofce Phone:

E-mail:

Date Completed:

Date updated: Date updated:




RAYMOND JAMES FINANCIAL PLANNING

A comprehensive fnancial strategy entails planning or the uture while ensuring your wealth is efciently and

eectively passed along to benefciaries. Our Financial Advisors oer insurance and estate planning solutions

through Raymond James Financial Planning Ltd. Our in-house Estate Planning Advisors can also work with you

and your Financial Advisor to provide solutions in all areas o fnancial planning and insurance strategies.

One o the frst steps in achieving your plan is itemizing the important details o your lie. Use this booklet to

complete this list. Share it with your fnancial proessionals and your amily.

Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund (CIPF).

Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member CIPF.


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SECTION 1 FAMILY INFORMATION

Your Inormation

Full Name:

Maiden Name:

Any other names you are known by:

Date o Birth: Place o Birth:

Citizenship: S.I.N.:

Address:

Home Phone: Work Phone:

Cell: E-Mail:

Occupation:

Employer:

Employers Address:

Your Spouses Inormation

Full Name:

Maiden Name:

Any other names you are known by:

Date o Birth: Place o Birth:

Citizenship: S.I.N.:

Address:


Cell: E-Mail:


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Occupation:

Employer:

Employers Address:

Marriage Inormation

Marital Status:

Date and Place o Marriage:

Previous Marriages: Yes No

I yes, name o previous spouse and date o death/divorce/separation:

Obligations pursuant to previous marriages (e.g. spousal & child maintenance):

I you are single, separated or divorced:

(a) Are you planning on marrying in the near uture? Yes No

I yes, to whom:

(b) Are you now cohabiting with anyone? Yes No

I yes, with whom:


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Children

Number o Children:

Are all the ollowing children rom your present marriage? Yes No

I no, indicate with the appropriate letter beside each child:

P From previous marriage; A Adopted; O Born outside o present marriage

Child

NumberFull Name

Date o

Birth

Marital

Status

Names and Ages o

their Children

.

.

.

Are there any stepchildren, adopted children or illegitimate children o either spouse?

Yes No

Are you responsible or any other children? Yes No

Are any o your grandchildren adopted, stepchildren, or illegitimate? Yes No

I yes to any o the above questions, give details:

Are any o the children or grandchildren mentally or physically incapacitated? Yes No

I yes, give details:


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Are you responsible or any dependent adults who are mentally or physically incapable o handling their

own aairs? Yes No

I yes, please explain:

Have any o your children predeceased you? Yes No

I yes, give the name and date o death o the deceased child and the names o their children, i any:

SECTION 2 FINANCIAL INFORMATION

The purpose o this section is to provide us with sufcient inormation to assist you in planning your estate

and to ensure we include sufcient powers in your will. It will also inorm your executor(s) o all your assets to

ensure they do not miss any. I there is insufcient space to answer any o the ollowing questions, please list

them in the Additional Inormation section at the end o the guide.

In let margin please indicate ownership o assets:

J owned jointly by husband and wie H owned by husband

W owned by wie O owned by husband and/or wie with some other person (please describe)

Real Estate

Prncpal Resdence

Legal Description:

Name(s) on title:

Ownership: Joint Tenancy Tenancy in Common

Aquisition Cost: $ Current Market Value: $

Current amount owing on mortgage(s): $

Are the mortgage(s) lie insured? Yes No


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Other Real Estate

I you have more than 3 properties, please indicate all the necessary inormation in the Additional Inormation section.

Property

Address:

Legal Description:

Name(s) on Title:


Date o Purchase:

Acquisition Cost: $ Current Market Value: $

Property

Address:

Legal Description:

Name(s) on Title:


Date o Purchase:


Property

Address:

Legal Description:

Name(s) on Title:


Date o Purchase:



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Debts Owed to You

Does anybody owe you money (e.g. personal loans, promissory notes, mortgages, agreements or sale)?

Yes No

I yes, who and how much?

Bank Accounts

Financial Institution Account Number Account Type

Approximate current balance o all accounts: $

Guaranteed Investment Certifcates and Term Deposits

Bank Name Policy Number Principal Current Value Maturity Date


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Lie Insurance Policies

. Locaton of Contract:

Insurance Company:

Type o Insurance: Policy Number:

Death Beneft:

Agency: Agent Name:

Ofce Phone: E-mail:

Benefciaries:


Insurance Company:


Death Beneft:

Agency: Agent Name:

Ofce Phone: E-mail:

Benefciaries:


Insurance Company:


Death Beneft:

Agency: Agent Name:

Ofce Phone: E-mail:

Benefciaries:


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Pension Plans

Company Pension Plan IDCurrent Value o

Beneft to EstateBenefciaries

Type o Plan

(i.e. what legislation

governs?)

Registered Retirement Savings Plan and Registered Retirement Income Funds

Financial Institution AccountNumber

CurrentValue

Named Benefciaries

Annuity Contracts

Company Type o Plan Policy Number Current Payment


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0

Shares in Private Corporations

. Full Name of Company:

Nature o Business:

Assets Owned by Company:

Acquisition Cost: $ Current Value: $

Shareholder Name Type o Shares Owned Number o Shares Owned

Are there any restrictions on transer? Yes No

Is there a buy/sell or unanimous shareholders agreement? Yes No

I no, indicate who the shares are to be transerred to upon the passing o the shareholder:

I yes, is it lie insurance unded or otherwise unded?

. Full Name of Company:

Nature o Business:


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Assets Owned by Company:

Acquisition Cost: $ Current Value: $

Shareholder Name Type o Shares Owned Number o Shares Owned

Are there any restrictions on transer? Yes No

Is there a buy/sell or unanimous shareholders agreement? Yes No

I no, indicate who the shares are to be transerred to upon the passing o the shareholder:


Partnership/Unincorporated Business

Full Name o Partnership/Business:

Nature o Partnership/Business:


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Partners/Owners Name Percentage o Ownership Cost Base o Partnership Interest

Are there any restrictions on transer o ownership? Yes No

Is there a partnership buy/sell agreement in place? Yes No

I no, indicate who the ownership will be transerred to upon the death o the partner:


Investment Accounts

Type o Investment Account Number

Issuing Company

and Symbol

(if applicable)

QuantityEstimated Current

Market Value


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Location o Share Certifcates:

Valuable Personal Property

List any valuable personal property that you own (e.g. art, silverware, stamps, coins, jewelry, automobiles,

mobile homes, boats, heirlooms, etc.):

Description Location o PropertyAcquisition

Cost

Current

Value

Please list any other assets that are not listed above:

1. Have you an interest in any assets outside (Your Province o Residence)? Yes No

2. Have you an interest in any assets outside o Canada? Yes No

3. Have you an interest in another estate or trust? Yes No

4. Have you made any loans or advances to amily members or others that are to be collected or that you

wish to be orgiven? Yes No

5. Have you an interest in armland? Yes No

6. Do you own any property in joint tenancy with someone not described above? Yes No

7. Are you the owner o a lie insurance policy on the lie o another person? Yes No


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Please describe your yes answers:

SECTION 3 LIABILITIES

Creditor Amount Due Date

Other obligations (e.g. guarantees, agreements or sale, promissory notes, co-signed notes, joint & several debts,

Revenue Canada, etc.):

Are any o your debts lie insured? Yes No

Do you have any credit cards which pay lie insurance benefts? Yes No


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SECTION 4 PERSONAL ADVISORS

Accountant

Name:

E-mail:

Firm:

Address:

Work Phone: Cell:

Financial Advisor

Name:

E-mail:

Firm:

Address:

Work Phone: Cell:

LawyerName:

E-mail:

Firm:

Address:

Work Phone: Cell:

Lie Insurance Agent

Name:

E-mail:


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Firm:

Address:

Work Phone: Cell:

Property Insurance Agent

Name:

E-mail:

Firm:

Address:

Work Phone: Cell:

General Physician

Name:

E-mail:

Firm:

Address:

Work Phone: Cell:

Specialist Physician

Name:

E-mail:

Firm:

Address:

Work Phone: Cell:


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SECTION 5 SAFETY DEPOSIT BOX

. Fnancal Insttuton Name: Box #:

Address:

List o Contents is located:

. Fnancal Insttuton Name: Box #:

Address:

List o Contents is located:

SECTION 6 FUNERAL ARRANGEMENTS

My wishes are to be: Buried (see Burial Plot) Cremated (see Scattering or Storage o Ashes)

I have: made arrangements would like arrangements made

With the ollowing Funeral Home to look ater my service:

Name: Contact Person:

Address:

Phone:

Burial Plot is located:

Location o Deed:

Scattering or Storage o Ashes my wishes are:

Service I would like the ollowing to ofciate:

Minister Parish Priest Rabbi Other


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Name o Ofciate:

Church/Religous Institution:

to conduct my service according to the ollowing:

a service in the religion

a nonreligious service I have requested no service be held

Funeral Service my avorite hymns or songs I would like played:

SECTION 7 INSTRUCTIONS FOR WILL

Living Will

I do not have a Living Will

I do have a Living Will, and it is held by my lawyer:

Note: Living Wills are not considered to be legal, binding documents in British Columbia.

Will/Powers o Attorney

I have not yet made out my Will I have made out my Will; located as ollows:

Original:

Executor:

Address:

Home Phone: Cell:

E-mail:

Will was last updated/Codicil drawn up:


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Memorandum this outlines certain bequests o personal property that are not shown in my Will

heirlooms, paintings, jewelry, etc.:

There is no Memorandum to my Will

There is no Memorandum to my Will but special bequests are shown in my Inventory o Household

Contents

There is a Memorandum to my Will; located as ollows:

Original:

If you have not yet made out a wll please see below

Reason or new will:

Executor(s)

I your spouse is the sole benefciary o your estate, it may be preerable to name his/her as the primary

executor. One primary and one alternate executor will likely be sufcient, depending on your circumstances.

For tax reasons, it is not advisable to choose an executor who resides outside o Canada.

. Name: Date o Birth:

Relationship:

Address:

Occupation:


Cell: E-Mail:


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0


Relationship:

Address:

Occupation:


Cell: E-Mail:

Alternate Executor(s)


Relationship:

Address:

Occupation:


Cell: E-Mail:

. Name: Date o Birth:Relationship:

Address:

Occupation:


Cell: E-Mail:

Have all o your executors been asked and are they willing to act? Yes No


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Guardian(s)


Relationship:

Address:

Occupation:


Cell: E-Mail:


Relationship:

Address:

Occupation:


Cell: E-Mail:

Alternate Guardian(s). Name: Date o Birth:

Relationship:

Address:

Occupation:


Cell: E-Mail:


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Relationship:

Address:

Occupation:


Cell: E-Mail:

Have all the Guardians been asked and are they willing to act? Yes No

Benefciaries

Please complete this section or any benefciaries who are not already described in this questionnaire.


Relationship:

Address:

Occupation:


Cell: E-Mail:


Relationship:

Address:

Occupation:


Cell: E-Mail:


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Relationship:

Address:

Occupation:


Cell: E-Mail:


Relationship:

Address:

Occupation:


Cell: E-Mail:

NOTE: The following choices as to distribution of your estate are for your convenience only. This is

not a substitute for a full discussion with your lawyer.

. All to spouse: Yes No Other

. If spouse predeceases me, the estate wll be dstrbuted:

equally to all children all to children but dierent percentages

dierent percentages to particular children


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. At what age are your chldren to receve ther share of your estate?

All at 18 years

Distributed as ollows:

1. Name: receives % at years




Other:

Unless specifed otherwise, the Will shall be drated so that your Executor will hold each childs share in

trust until the specifed age with power to encroach on income and capital or education, maintenance and

support.

. If one chld des before you do, or before attanng the age at whch he s enttled to the share, who shall

receve that share or the amount remanng?

The children o the deceased child (my grandchildren) My surviving children only

Other:

. Famly Demse:

How is your estate to be divided i you and your spouse and all your children and grandchildren are killed

in a common accident, or i any o your children or grandchildren survive but die beore becoming entitled

to receive their entire portion o your estate?

to my parents and to spouses parents

to my brothers and sisters and to my spouses brothers and sisters who are then alive in equal shares

To my nephews and nieces and my spouses nephews and nieces in equal shares

Equal shares

Charities:

Other:


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Specifed Gits or Legacies List items or amounts.

(Caution: Do not list any items unless they are defnitely valuable or o great sentimental value or unless you

are prepared to pay your lawyer to drat the will and change it when an item is sold or replaced.)

Additional Inormation

I there are wcategories or which you didnt have enough space, fll in the details here. We suggest showing

the page number and category.


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Documents

Will Planning Guide