Will Planning Guide

Name:
Date:
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Table of 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:
Offce Phone:
E-mail:
Date Completed:
Date updated: Date updated:
Date updated: Date updated:
Date updated: Date updated:
Date updated: Date updated:
RAYMOND JAMES FINANCIAL PLANNING
A comprehensive fnancial strategy entails planning for the future while ensuring your wealth is effciently and
effectively passed along to benefciaries. Our Financial Advisors offer 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 of fnancial planning and insurance strategies.
One of the frst steps in achieving your plan is itemizing the important details of your life. Use this booklet to
complete this list. Share it with your fnancial professionals and your family.
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 Information
Full Name:
Maiden Name:
Any other names you are known by:
Date of Birth: Place of Birth:
Citizenship: S.I.N.:
Address:

Home Phone: Work Phone:
Cell: E-Mail:
Occupation:
Employer:
Employers Address:

Your Spouses Information
Full Name:
Maiden Name:
Any other names you are known by:
Date of Birth: Place of Birth:
Citizenship: S.I.N.:
Address:

Home Phone: Work Phone:
Cell: E-Mail:
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Occupation:
Employer:
Employers Address:

Marriage Information
Marital Status:
Date and Place of Marriage:
Previous Marriages: Yes No
If yes, name of previous spouse and date of death/divorce/separation:


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


If you are single, separated or divorced:
(a) Are you planning on marrying in the near future? Yes No
If yes, to whom:
(b) Are you now cohabiting with anyone? Yes No
If yes, with whom:
+
Children
Number of Children:
Are all the following children from your present marriage? Yes No
If no, indicate with the appropriate letter beside each child:
P From previous marriage; A Adopted; O Born outside of present marriage
Child
Number
Full Name
Date of
Birth
Marital
Status
Names and Ages of
their Children
1.
2.
l.
Are there any stepchildren, adopted children or illegitimate children of either spouse?
Yes No
Are you responsible for any other children? Yes No
Are any of your grandchildren adopted, stepchildren, or illegitimate? Yes No
If yes to any of the above questions, give details:



Are any of the children or grandchildren mentally or physically incapacitated? Yes No
If yes, give details:

Are you responsible for any dependent adults who are mentally or physically incapable of handling their
own affairs? Yes No
If yes, please explain:



Have any of your children predeceased you? Yes No
If yes, give the name and date of death of the deceased child and the names of their children, if any:


SECTION 2 FINANCIAL INFORMATION
The purpose of this section is to provide us with suffcient information to assist you in planning your estate
and to ensure we include suffcient powers in your will. It will also inform your executor(s) of all your assets to
ensure they do not miss any. If there is insuffcient space to answer any of the following questions, please list
them in the Additional Information section at the end of the guide.
In left margin please indicate ownership of assets:
} owned jointly by husband and wife H owned by husband
V owned by wife O owned by husband and/or wife with some other person (please describe)
Real Estate
Principal Residence
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) life insured? Yes No
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Other Real Estate
If you have more than 3 properties, please indicate all the necessary information in the Additional Information section.
Property 1
Address:

Legal Description:
Name(s) on Title:
Ownership: Joint Tenancy Tenancy in Common
Date of Purchase:
Acquisition Cost: $ Current Market Value: $
Property 2
Address:

Legal Description:
Name(s) on Title:
Ownership: Joint Tenancy Tenancy in Common
Date of Purchase:
Acquisition Cost: $ Current Market Value: $
Property l
Address:

Legal Description:
Name(s) on Title:
Ownership: Joint Tenancy Tenancy in Common
Date of Purchase:
Acquisition Cost: $ Current Market Value: $
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Debts Owed to You
Does anybody owe you money (e.g. personal loans, promissory notes, mortgages, agreements for sale)?
Yes No
If yes, who and how much?


Bank Accounts
Financial Institution Account Number Account Type
Approximate current balance of all accounts: $
Guaranteed Investment Certifcates and Term Deposits
Bank Name Policy Number Principal Current Value Maturity Date
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Life Insurance Policies
1. Location of Contract:
Insurance Company:
Type of Insurance: Policy Number:
Death Beneft:
Agency: Agent Name:
Offce Phone: E-mail:
Benefciaries:

2. Location of Contract:
Insurance Company:
Type of Insurance: Policy Number:
Death Beneft:
Agency: Agent Name:
Offce Phone: E-mail:
Benefciaries:

l. Location of Contract:
Insurance Company:
Type of Insurance: Policy Number:
Death Beneft:
Agency: Agent Name:
Offce Phone: E-mail:
Benefciaries:

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Pension Plans
Company Pension Plan ID
Current Value of
Beneft to Estate
Benefciaries
Type of Plan
(i.e. what legislation
governs?)
Registered Retirement Savings Plan and Registered Retirement Income Funds
Financial Institution
Account
Number
Current
Value
Named Benefciaries
Annuity Contracts
Company Type of Plan Policy Number Current Payment
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Shares in Private Corporations
1. Full Name of Company:
Nature of Business:

Assets Owned by Company:


Acquisition Cost: $ Current Value: $
Shareholder Name Type of Shares Owned Number of Shares Owned
Are there any restrictions on transfer? Yes No
Is there a buy/sell or unanimous shareholders agreement? Yes No
If no, indicate who the shares are to be transferred to upon the passing of the shareholder:


If yes, is it life insurance funded or otherwise funded?
2. Full Name of Company:
Nature of Business:

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Assets Owned by Company:


Acquisition Cost: $ Current Value: $
Shareholder Name Type of Shares Owned Number of Shares Owned
Are there any restrictions on transfer? Yes No
Is there a buy/sell or unanimous shareholders agreement? Yes No
If no, indicate who the shares are to be transferred to upon the passing of the shareholder:


If yes, is it life insurance funded or otherwise funded?
Partnership/Unincorporated Business
Full Name of Partnership/Business:
Nature of Partnership/Business:

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Partners/Owners Name Percentage of Ownership Cost Base of Partnership Interest
Are there any restrictions on transfer of ownership? Yes No
Is there a partnership buy/sell agreement in place? Yes No
If no, indicate who the ownership will be transferred to upon the death of the partner:


If yes, is it life insurance funded or otherwise funded?
Investment Accounts
Type of Investment Account Number
Issuing Company
and Symbol
(if applicable)
Quantity
Estimated Current
Market Value
1l
Location of 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 of Property
Acquisition
Cost
Current
Value
Please list any other assets that are not listed above:




1. Have you an interest in any assets outside (Your Province of Residence)? Yes No
2. Have you an interest in any assets outside of Canada? Yes No
3. Have you an interest in another estate or trust? Yes No
4. Have you made any loans or advances to family members or others that are to be collected or that you
wish to be forgiven? Yes No
5. Have you an interest in farmland? Yes No
6. Do you own any property in joint tenancy with someone not described above? Yes No
7. Are you the owner of a life insurance policy on the life of another person? Yes No
1+
Please describe your yes answers:








SECTION 3 LIABILITIES
Creditor Amount Due Date
Other obligations (e.g. guarantees, agreements for sale, promissory notes, co-signed notes, joint & several debts,
Revenue Canada, etc.):




Are any of your debts life insured? Yes No
Do you have any credit cards which pay life 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:
Lawyer
Name:
E-mail:
Firm:
Address:

Work Phone: Cell:
Life 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:
17
SECTION 5 SAFETY DEPOSIT BOX
1. Financial Institution Name: Box #:
Address:

List of Contents is located:
2. Financial Institution Name: Box #:
Address:

List of Contents is located:
SECTION 6 FUNERAL ARRANGEMENTS
My wishes are to be: Buried (see Burial Plot) Cremated (see Scattering or Storage of Ashes)
I have: made arrangements would like arrangements made
With the following Funeral Home to look after my service:
Name: Contact Person:
Address:

Phone:
Burial Plot is located:

Location of Deed:
Scattering or Storage of Ashes my wishes are:

Service I would like the following to offciate:
Minister Parish Priest Rabbi Other
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Name of Offciate:
Church/Religous Institution:
to conduct my service according to the following:
a service in the religion
a nonreligious service I have requested no service be held
Funeral Service my favorite 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 of Attorney
I have not yet made out my Will I have made out my Will; located as follows:
Original:
Executor:
Address:

Home Phone: Cell:
E-mail:
Will was last updated/Codicil drawn up:
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Memorandum this outlines certain bequests of 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 of Household
Contents
There is a Memorandum to my Will; located as follows:
Original:
If you have not yet made out a will please see below
Reason for new will:





Executor(s)
If your spouse is the sole benefciary of your estate, it may be preferable to name his/her as the primary
executor. One primary and one alternate executor will likely be suffcient, depending on your circumstances.
For tax reasons, it is not advisable to choose an executor who resides outside of Canada.
1. Name: Date of Birth:
Relationship:
Address:

Occupation:
Home Phone: Work Phone:
Cell: E-Mail:
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2. Name: Date of Birth:
Relationship:
Address:

Occupation:
Home Phone: Work Phone:
Cell: E-Mail:
Alternate Executor(s)
1. Name: Date of Birth:
Relationship:
Address:

Occupation:
Home Phone: Work Phone:
Cell: E-Mail:
2. Name: Date of Birth:
Relationship:
Address:

Occupation:
Home Phone: Work Phone:
Cell: E-Mail:
Have all of your executors been asked and are they willing to act? Yes No
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Guardian(s)
1. Name: Date of Birth:
Relationship:
Address:

Occupation:
Home Phone: Work Phone:
Cell: E-Mail:
2. Name: Date of Birth:
Relationship:
Address:

Occupation:
Home Phone: Work Phone:
Cell: E-Mail:
Alternate Guardian(s)
1. Name: Date of Birth:
Relationship:
Address:

Occupation:
Home Phone: Work Phone:
Cell: E-Mail:
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2. Name: Date of Birth:
Relationship:
Address:

Occupation:
Home Phone: Work Phone:
Cell: E-Mail:
Have all the Guardians been asked and are they willing to act? Yes No
Benefciaries
Please complete this section for any benefciaries who are not already described in this questionnaire.
1. Name: Date of Birth:
Relationship:
Address:

Occupation:
Home Phone: Work Phone:
Cell: E-Mail:
2. Name: Date of Birth:
Relationship:
Address:

Occupation:
Home Phone: Work Phone:
Cell: E-Mail:
2l
l. Name: Date of Birth:
Relationship:
Address:

Occupation:
Home Phone: Work Phone:
Cell: E-Mail:
+. Name: Date of Birth:
Relationship:
Address:

Occupation:
Home Phone: Work Phone:
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.
1. All to spouse: Yes No Other
2. If spouse predeceases me, the estate will be distributed:
equally to all children all to children but different percentages
different percentages to particular children
2+
l. At what age are your children to receive their share of your estate.
All at 18 years
Distributed as follows:
1. Name: receives % at years
2. Name: receives % at years
3. Name: receives % at years
4. Name: receives % at years
Other:


Unless specifed otherwise, the Will shall be drafted so that your Executor will hold each childs share in
trust until the specifed age with power to encroach on income and capital for education, maintenance and
support.
+. If one child dies before you do, or before attaining the age at which he is entitled to the share, who shall
receive that share or the amount remaining.
The children of the deceased child (my grandchildren) My surviving children only
Other:
. Family Demise:
How is your estate to be divided if you and your spouse and all your children and grandchildren are killed
in a common accident, or if any of your children or grandchildren survive but die before becoming entitled
to receive their entire portion of 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:
2
Specifed Gifts or Legacies List items or amounts.
(Caution: Do not list any items unless they are defnitely valuable or of great sentimental value or unless you
are prepared to pay your lawyer to draft the will and change it when an item is sold or replaced.)





Additional Information
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