BC Simple Will Starter

Before you begin...
Please note that we offer Will/PA packages, saving you both time and money by having your planning documents taken care of at the same time. If you are interested in such a package, we recommend completing this BC Simple Wills Starter first and then the balance of information for the Power of Attorney can, as necessary, be added using the our BC Power of Attorney Starter.

Remember also to print and complete our Will Backgrounder to bring with you to your appointment.
This BC Simple Will Starter form is customized by your responses and will be FOR DISCUSSION PURPOSES ONLY. Please begin by selecting one of the following:*
- Single Will only
- Reverse Pair of Wills
A reverse pair is typical for a couple, each receiving his/her own Will but mirroring his/her partner's Will as to appointments and bequests.
Will-Maker Information
Full Legal Name*
First Last

Please include all your legal given names first and family name(s) last. This should match your birth and/or marriage certificate and ideally also your government issued photo ID.
Occupation*
Home Address*
Street Address City Postal Code
Date of Birth*

Day
Month
Year
Place of Birth (City, Country)*
Marital Status*
Please check only your current most accurate status if more than one may apply.
Do you have a signed prenuptual agreement in place?*
- Yes
- No
Do you have a signed separation agreement in place?*
- Yes
- No
Regarding children, you have:*
- No children
- Children from current or most recent relationship
- Children from past relationship(s)
- Stepchildren
Please check all that apply, regardless of whether they will or will not appear in your Will.
Altogether, how many children/stepchildren do you have?*
Are any of your children under 19 and thus require guardianship?*
- Yes
- No
Second Will-Maker (in a Reverse Pair) Information
Full Legal Name*
First Last

Please include all your legal given names first and family name(s) last. This should match your birth and/or marriage certificate and ideally also your government issued photo ID.
Occupation*
Home Address*
Street Address City Postal Code
Date of Birth*

Day
Month
Year
Place of Birth (City, Country)*
With regard to the role of Executor/Trustee of your Estate, this person would be:*
Regarding children of Secondary Will-Maker there are:*
- No children at all
- No more children than already identified by Primary Will-Maker
- Children from past relationship(s)
- Stepchildren from past relationship(s)
Please check all that apply, regardless of whether they will or will not appear in your Will.
Together with those of the Primary Will-Maker, how many children/stepchildren are there?*
Are there any children not already identified by the Primary Will-Maker that are under 19 and thus require guardianship?*
- Yes
- No
Spouse (Secondary Will-Maker in Reverse Pair) Information
Full Legal Name*
First Last

Please include all your legal given names first and family name(s) last. This should match your birth and/or marriage certificate and ideally also your government issued photo ID.
Occupation*
Date of Birth*

Day
Month
Year
Place of Birth (City, Country)*
With regard to the role of Executor/Trustee of my Estate, this person would be:*
Regarding children of Spouse, there are:*
- No children at all
- No more children than already identified by Primary Will-Maker
- Children from past relationship(s)
- Stepchildren from past relationship(s)
Please check all that apply, regardless of whether they will or will not appear in your Will.
Together with those of the Primary Will-Maker, how many children/stepchildren are there?*
Are there any children not already identified by the Primary Will-Maker that are under 19 and thus require guardianship?*
- Yes
- No
Child's Information
This is a child of:*
Please choose most precise answer
Current Full Legal Name*
First Last
Currently residing in (City, Country)
Age*
Please enter a numeric value.
Occupation
With regard to the role of Executor/Trustee of my Estate, this person would be:*
First Child's Information
This is a child of:*
Please choose most precise answer
Current Full Legal Name*
First Last
Currently residing in (City, Country)
Age*
Please enter a numeric value.
Occupation
With regard to the role of Executor/Trustee of my Estate, this person would be:*
Second Child's Information
This is a child of:*
Please choose most precise answer
Current Full Legal Name*
First Last
Currently residing in (City, Country)
Age*
Please enter a numeric value.
Occupation
With regard to the role of Executor/Trustee of my Estate, this person would be:*
Third Child's Information
This is a child of:*
Please choose most precise answer
Current Full Legal Name*
First Last
Currently residing in (City, Country)
Age*
Please enter a numeric value.
Occupation
With regard to the role of Executor/Trustee of my Estate, this person would be:*
Please choose most precise answer
Fourth Child's Information
This is a child of:*
Current Full Legal Name*
First Last
Currently residing in (City, Country)
Age*
Please enter a numeric value.
Occupation
With regard to the role of Executor/Trustee of my Estate, this person would be:*
Fifth Child's Information
This is a child of:*
Please choose most precise answer
Current Full Legal Name*
First Last
Currently residing in (City, Country)
Age*
Please enter a numeric value.
Occupation
With regard to the role of Executor/Trustee of my Estate, this person would be:*
Sixth Child's Information
This is a child of:*
Please choose most precise answer
Current Full Legal Name*
First Last
Currently residing in (City, Country)
Age*
Please enter a numeric value.
Occupation
With regard to the role of Executor/Trustee of my Estate, this person would be:*
Additional Child Information
The form limit of six children has been reached. Please describe additional child information below:*
Executor/Trustee Information
Person(s) not already described above, if any, whom you would like to appoint in the role of Executor/Trustee of your Estate. We recommend that you appoint at least two persons in total in order to allow for an alternate choice in the event your first choice becomes unavailable.
In addition to those already identified above as candidates for this role, if any, how many persons are being considered for the role of Executor/Trustee of your Estate?*
Please enter a numeric value.
Executor/Trustee Candidate
This is for:*
Please choose most precise answer
Current full legal name*
Currently residing in (City, Country)*
Occupation
Relation to Will-Maker(s)*
With regard to the role of Executor/Trustee, this person would be:*
Additional Executor/Trustee Candidate
This is for:*
Please choose most precise answer
Current full legal name*
Currently residing in (City, Country)*
Occupation
Relation to Will-Maker(s)
With regard to the role of Executor/Trustee, this person would be:*
Additional Executor/Trustee Candidate
This is for:*
Please choose most precise answer
Current full legal name*
Currently residing in (City, Country)*
Occupation
Relation to Will-Maker(s)
With regard to the role of Executor/Trustee, this person would be:*
Additional Executor/Trustee Candidate
This is for:*
Please choose most precise answer
Current full legal name*
Currently residing in (City, Country)*
Occupation
Relation to Will-Maker(s)
With regard to the role of Executor/Trustee, this person would be:*
Additional Executor/Trustee Candidate
This is for:*
Please choose most precise answer
Current full legal name*
Currently residing in (City, Country)*
Occupation
Relation to Will-Maker(s)
With regard to the role of Executor/Trustee, this person would be:*
Guardian Information (if applicable):
Where there are children under 19 in your care
Current full legal name*
Currently residing in (City, Country)*
Relation to Will-Maker(s)
Check here if you would want to this guardian and his/her spouse to act jointly as guardians for your minor child(ren)
- Add his/her spouse as co-guardian
Check here if you would want to this guardian and his/her spouse to act jointly as guardians for your minor child(ren)
Alternate Guardian
Current full legal name*
Currently residing in (City, Country)*
Relation to Will-Maker(s)
Check here if you would want to this guardian and his/her spouse to act jointly as guardians for your minor child(ren)
- Add his/her spouse as co-guardian
Check here if you would want to this guardian and his/her spouse to act jointly as guardians for your minor child(ren)
Additional Beneficiary Information
If you are planning to include beneficiaries other than already mentioned above, please use this space to identify them and include the following information: His/her full legal name, occupation, relation to Will-Maker, and the City, Province/State where they live now. (You can assign numbers or nicknames to each for use below in Asset Distribution if that helps)
Primary Will-Maker
Secondary Will-Maker
(You need only add those not already mentioned by Primary Will-Maker)
Asset Distribution
In your own words, describe how you would like to see your Estate distributed upon your death among the various beneficiaries named above. You need not use their full legal names, just enough to avoid confusion and allow for discussion. Remember to consider alternates in the event that your first choices predecease. First consider if there are any specific gifts you would like to make before distributing the residue of your Estate to, or among, your primary beneficiaries.
Primary Will-Maker - Optional Specific Bequests (If none, skip to Residue)
These include charitable donations, items or sums of money to be gifted to a particular person, and other such bequests to be considered ahead of the residue (balance) of the Estate, the distribution of which is addressed in the next question. Please also consider alternates in the event of a beneficiary predeceasing you.
Primary Will-Maker - Residue of the Estate (the remainder after specific bequests):*
The residue of the Estate is the balance remaining after specific bequests, if any. This may be gifted to one or more people and in equal or differing shares. Please also consider alternates in the event of a beneficiary predeceasing you.
Secondary Will-Maker - Optional Specific Bequests (If none, skip to Residue)
Either confirm same as Primary Will-Maker or identify differences.
Secondary Will-Maker - Residue or the Estate*
Either confirm same as Primary Will-Maker or identify differences.
Common Disaster
If both Will-Makers and their children (i.e. all primary beneficiaries) were killed together, how would the Estates be distributed? You may not be able to answer this question yet but give it some thought. If applicable, this will be a discussion point at your appointment.
Additional Information
Preferred Manner of Disposition of Bodily Remains (optional)
Whie we can include in your Will a reference to your preferences in this regard, please remember that such decisions are usually made by your family/Trustees immediately after death, and likely before they review your Will. Accordingly, if this is a matter important to you, you may want to consider making prior arrangements, or at least advising your loved ones ahead of time of your preferences. For example, to become a registered organ donor, visit www.transplant.ca.
Questions/Comments/Additional Instructions:
Getting Together
This Will Starter is just that, a first step toward having your Wills prepared and executed. We will want to arrange an appointment to meet with you to discuss your planning in greater detail. Then, in order for this Will to be effective, it must be properly executed pursuant to BC legislation at a second appointment, also part of our service to you. Please let us know the best way(s) to contact you to make arrangements.
Email*
Enter Email Confirm Email
Phone*
Are you interested in Power(s) of Attorney at the same appointment?
- Yes, I will be completing the BC Power of Attorney starter too
- Maybe, to be discussed at appointment
- No thanks, not at this time

Before you begin...

Will-Maker Information

Second Will-Maker (in a Reverse Pair) Information

Spouse (Secondary Will-Maker in Reverse Pair) Information

Child's Information

First Child's Information

Second Child's Information

Third Child's Information

Fourth Child's Information

Fifth Child's Information

Sixth Child's Information

Additional Child Information

Executor/Trustee Information

Executor/Trustee Candidate

Additional Executor/Trustee Candidate

Additional Executor/Trustee Candidate

Additional Executor/Trustee Candidate

Additional Executor/Trustee Candidate

Guardian Information (if applicable):

Alternate Guardian

Additional Beneficiary Information

Asset Distribution

Additional Information

Getting Together