Estate Information Form

Step 1 of 4

Client Information

Name*

First Last

Email Address*

Contact Number*

Information of the Deceased

Did the deceased have a will? (If yes please provide the original)*

Please provide the original*

Max. file size: 128 MB.

Full Name of the Deceased*

First Last

Deceased ID Number*

Provide copy of the ID document*

Max. file size: 128 MB.

Date of Death*

Provide a copy of the Death Certificate*

Max. file size: 128 MB.

Address at time of death:*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Marital status at time of death*

Town where married*

Full name of surviving spouse*

First Last

ID number of surviving spouse*

Provide a copy of surviving spouse's ID document*

Max. file size: 128 MB.

Full name of predeceased spouse*

First Last

ID number of predeceased spouse*

Registration number of the estate*

Children of the deceased and any beneficiaries

Whether major or minor, if married in cop with or without accrual - provide copies of ID documents

List full names of any children and beneficiaries below:

Names of the parents of the deceased

(predeceased or alive - this is not a requirement but we like to add this detail to our bundle we submit to the Master as it can be used in the future to trace family tree line

Full name of father of the deceased

First Last

Full name of mother of the deceased

First Last

Income tax reference number

Provide number below*

Details of the Executor

Full Name of Executor

First Last

Executor ID Number

Executor Contact Number

(if you are giving us power of attorney, we will use our contact number)

Executor Email Address

Business Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

(if you are giving us power of attorney, we will use our address)

Relationship to the deceased:

Please provide your estate information below:

Client Information

Information of the Deceased

Children of the deceased and any beneficiaries

Names of the parents of the deceased

Income tax reference number

Details of the Executor

Other Details

Assets

Creditors

Supporting Document Checklist

Certied copies required

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