Estate information form

Fill in what you can, then drop it off at the office or scan it and email it to chris@taskey.ca. My assistant, Kelsey, will follow up about anything missing. “I don’t know” is a fine answer for now.

Two ways to fill it in

What the form doesn’t ask for

The form doesn’t ask for Social Insurance Numbers, health card numbers or full bank account numbers. Please leave those off, including on a scanned copy; we’ll ask for anything like that separately.

I use what you send to reply to you, to check for conflicts of interest, to understand your matter and, if you become a client, to do the work. Sending the form doesn’t make you a client on its own. Questions about your information: Christopher Taskey, chris@taskey.ca. Privacy

What it covers

• The person who died, and their spouse or partner
• The executor (personal representative), and any second executor
• Children, grandchildren and other beneficiaries
• The will: where the original is, any later changes, any safety deposit box
• Real estate, bank accounts and investments, RRSPs and RRIFs
• Pensions and benefits, including CPP and Old Age Security
• Vehicles, business or farm interests, and debts
• Taxes and the person’s accountant

Questions? Send a message.

Phone 780-424-3558 · Monday to Friday, 9 am to 5 pm

Before you start the online form

• Fill in what you know. It is fine to leave answers blank. Only the questions marked (required) must be answered.
• Your answers are not saved until you press “Send”. If you need a break, leave this page open, or use the printable form instead.
• Please don’t type Social Insurance numbers or bank or credit card account numbers.
• The form goes only to Christopher Taskey. See the privacy notice.

The form

1. Before you start

What is this form for?

Pick the closest one. Christopher will confirm the details with you.

Choose oneProbateEstate administrationWills

Your file number, if you have it

Letters, numbers, spaces and / . - only. Leave blank if you don’t know it.

2. About you (the person filling this in)

Your name (required)

Your phone number

Your email address

Your relationship to the person who died

For example: executor, son, daughter, friend.

3. The person who died

Full name of the person who died

Maiden name (if applicable)

Date and place of death

Street address or legal description at the time of death

Date and place of birth

Where they lived during the 6 months before death

4. Spouse or partner

Did they marry after the date of the will?

Yes

No

Not sure

If yes, the date of that marriage

Marital status at the time of death

Married

Common law

Adult interdependent partner

Single

Divorced

Widow / widower

Name of a spouse who died earlier, or a divorced spouse (if applicable)

That spouse’s date of death

Date of divorce

Full name of the surviving spouse or partner (if applicable)

Surviving spouse or partner: street address or legal description, and mailing address (PO Box or R.R.)

5. Personal representative (executor) 1

Executor 1: name

Executor 1: is the name spelled correctly in the will?

Yes

No

Not sure

Executor 1: street address or legal description, and mailing address (PO Box or R.R.)

Executor 1: email address

Executor 1: home phone

Executor 1: business phone

Executor 1: claiming executor fees?

Yes

No

Not sure

6. Personal representative (executor) 2, if there is one

Executor 2: name

Executor 2: is the name spelled correctly in the will?

Yes

No

Not sure

Executor 2: street address or legal description, and mailing address (PO Box or R.R.)

Executor 2: email address

Executor 2: home phone

Executor 2: business phone

Executor 2: claiming executor fees?

Yes

No

Not sure

7. Children

Children: full legal name, address and date of birth (one child per line)

Date of death of any of the children above

Any of the children above who have a physical or mental disability

Children of any children who have died (grandchildren)

8. Beneficiaries

Beneficiaries: full legal name, mailing address, email address and date of birth (one per line)

9. The will

Where the will has been kept since it was signed

Witnesses to the will

Witnesses to any codicil (a later change to the will)

Safety deposit box: where it is

10. Property (inventory)

Approximate values are fine.

Real estate: for each property, the municipal address, the legal description (Plan / Block / Lot, or Section / Township / Range / Meridian) and the approximate value

Mortgages or other encumbrances on the real estate

Mines and minerals

Debts owed to the person who died

Cash: bank or credit union, type of account and approximate value (one per line)

Please don't include account numbers.

Shares

Bonds

Annuities, RRSPs, RRIFs and TFSAs payable to the estate

Pensions payable to the estate

Canada Pension Plan death benefit

Interest in other estates or trusts

Personal effects

Vehicles

Business interests

Farming interests (cattle, grain, machinery)

Other property

11. Debts of the estate

Type of account and balance owing. Please don't include account numbers.

Credit cards

Vehicle financing

Other debts

12. Tax and other

Who is filing the tax returns (the final return and any CPP survivor’s return)?

Year the last income tax return was filed

Do the executor(s) need a clearance certificate?

Yes

No

Not sure

Accountant

Do the executor(s) wish to advertise for creditors?

Yes

No

Not sure

13. Anything else

Anything else Christopher should know?

Please don’t type Social Insurance or bank or credit card account numbers. The office will ask for those separately.

Leave this empty Leave this empty

When you press Send, your answers go only to Christopher Taskey. You’ll see a confirmation page with a reference number.

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