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First Name

Last Name

Email Address

Phone Number

ESTATE INFORMATION CHECKLIST

A. DECEASED

1. Full legal name of deceased:

2. Any other name by which the deceased was known:

3. Address of last residence in full (including postal code):

4. Habitual province/state of residence:

5. (a) Date of Birth:

(b) Place of Birth:

Did the deceased die before (date of Proclamation)?

(d) Place of Death:

(e) Was the deceased under 18 at time Will was made?

(f) Citizenship:

6. Did the deceased hold property jointly with another person with the right of survivorship? If so:

7. Did the joint owners die at the same time or in circumstances rendering it uncertain which of them survived the other?

B. WILL (if any)

1. Did the deceased have a Will?

2. Date of the Will:

Is this before or after (date of Proclamation)?

3. Deceased’s Age at signing of Will:

4. Name of First Witness:

5. Name of second witness:

Are there any of the witnesses also beneficiaries of the Will (s.40)?

DEPENDANT/CHILD 1

1) Name:

2) Complete Address (including Postal Code):

3) Contact number (home and cell phone if applicable):

4) Date of Birth (if under18):

5) Date of Death:

6) Died leaving Children?

If the child is under the age of 18, who are the surviving parents/guardians of this child? (s.22, Family Law Act)

7) Was there a testamentary guardian appointed? If so:

DEPENDANT/CHILD 2

1) Name:

2) Complete Address (including Postal Code):

3) Contact number (home and cell phone if applicable):

4) Date of Birth (if under18):

5) Date of Death:

6) Died leaving Children?

If the child is under the age of 18, who are the surviving parents/guardians of this child? (s.22, Family Law Act)

7) Was there a testamentary guardian appointed? If so:

OTHER DEPENDENTS OF THE DECEASED:

1) Did the testator stand in the place of a parent towards a grandchild or a greatgrandchild? If so, specify.

2) Was the testator the grandchild/great-grandchild’s primary source of financial support? (s.73)

3) Are any of the children students between the ages 18-22? If so, specify.

4) Are there any adult children of the deceased who are unable to earn a livelihood by reason of Physical or Mental Disability?

5) Has a Trustee been appointed for any adult child?

D. PERSONAL REPRESENTATIVE(S)/ EXECUTIVE(S)

1. a) Name:

b) Complete Address (including Postal Code):

c) Contact number (home and cell phone if applicable):

d) Relationship to deceased:

e) Age (if under 18):

2. a) Name:

b) Complete Address (including Postal Code):

c) Contact number (home and cell phone if applicable):

d) Relationship to deceased:

e) Age (if under 18):

Is there any conflict between PR or Applicant for Administration with respect to any claims against the estate? If so, there may need to be an independent 3rd party to apply to be the administrator until the claim has been settled.

E. BENEFICIARIES

1. a) Name:

b) Complete Address (including Postal Code):

c) Age and Date of Birth:

d) Contact number (home and cell phone if applicable):

e) Relationship:

f) Interest in Estate:

2. a) Name:

b) Complete Address (including Postal Code):

c) Age and Date of Birth:

d) Contact number (home and cell phone if applicable):

e) Relationship:

f) Interest in Estate:

3. a) Name:

b) Complete Address (including Postal Code):

c) Age and Date of Birth:

d) Contact number (home and cell phone if applicable):

e) Relationship:

f) Interest in Estate:

Are there any inconsistencies with the will that require Court intervention (s.36-39)?

Was there a disposition of a gift during the lifetime of the deceased that may make up a part of the estate? (s.109) Includes transfer of property ie.gift, loan, or other transmission of property interest.

C. IMMEDIATE FAMILY

(a) Spouse (or Adult Interdependent Partner)

1) Name:

2) Complete Address:

3) Date of marriage: (s.23- Will no longer revoked by subsequent marriage)

4) Is there a potential matrimonial property claim by a surviving spouse of the deceased? (s.5 and 6 of Matrimonial Property Act)

5) Have the spouses been separated?

Have they lived “separate and apart” for more than 2 years?

6) Do the parties have a declaration of irreconcilability?

7) Is there a court order or agreement that is intended to permanently finalize their martial affairs?

8) Is there an intention in the will for a former spouse to take a gift despite dissolution of marriage?

(b) Former Spouses (who require notice under the Matrimonial Property Act due to divorce or death within the past 2 years)

If so, as of what date?

1) Name:

2) Complete Address (including postal code):

3) Date of Death:

4) Date of Divorce:

5) Is the divorce after [date of Proclamation] (s.25)?

6) Is there a gift in the Will to a former spouse?

7) Is there a former spouse and an Adult Interdependent Partner?

8) Does the deceased have an obligation under a Support Order of Agreement (s.80.1, Family Law Act) that may be subject to variation?

9) Is there a surviving spouse or partner who might have the right to temporary possession of the family home or right to household goods under s.76?

10) Intention in the will for a former spouse to take gifts.

Children (including any children legally adopted by the deceased and children outside of a marriage)

a) Name:

b) Complete Address (including Postal Code):

c) Date of Birth:

d) Age:

e) Died Leaving Children?

f) If the child is under the age of 18, who are the surviving parents/ guardians of this child? (s.22, Family Law Act)

g) Was there a testamentary guardian appointed?

a) Name:

b) Age and Date of Birth:

c) Relationship:

d) Complete Address (including Postal Code)

e) Interest in Estate:

F. ASSETS AND DEBTS IN ALBERTA

Include funeral and burial expenses

FINANCIAL ASSETS

1) Name of institution:

Address (including Postal Code):

Type of Account:

Account Number:

2) Name of institution:

Address (including Postal Code):

Type of Account:

Account Number:

3) Name of institution:

Address (including Postal Code):

Type of Account:

Account Number:

PROPERTIES

1) Municipal Address:

Legal Description (Plan/Block/Lot):

Any encumbrances?

2) Municipal Address:

Legal Description (Plan/Block/Lot):

Any encumbrances?

DEBTS (including mortgages)

1) Payee:

Description:

Amount outstanding:

2) Payee:

Description:

Amount outstanding:

3) Payee:

Description:

Amount outstanding: