Will and Testaments Fillable Form

Instructions: The preparation of Your Last Will and Testament is to be filled out by the person in whose name will appear on the final document. We wish to assure you that only you and select members of the E. D. Davis & Associates Team will have access to your information and your file at any time.

Name:

Address:

Executors:

Executor 1:

Full Name:

Address:

Occupation:

Executor 2:

Full Name:

Address:

Occupation:

Executor 3:

Full Name:

Address:

Occupation:

Do you have any special instructions regarding your funeral arrangements?

Trustees:

Trustee 1:

Full Name:

Address:

Occupation:

Trustee 2:

Full Name:

Address:

Occupation:

Trustee 3:

Full Name:

Address:

Occupation:

Assets:

List all your assets (Life insurance policies, bank accounts etc*.):

*Saving Account Passbook(s), Cheque book(s), Certificate(s) of Deposit, Life Insurance Policy/Policies, Registration Certificate(s) and Title(s) for the motor vehicle and Share Certificate(s) in order to substantiate your sole ownership thereof. If the Bank Account/Accounts are operated jointly or if the motor vehicle(s) and shares/stock units are jointly owned, your instructions regarding the preparation of your Will must bear this in mind.

List all your personal assets (excluding real estate):

List all your Real Estate assets.(Please provide sufficient description(s), address (es) and title reference(s) *):

Realty (bare land or land with building(s)) (i) Civic address (es) (ii) Title reference(s) Quote the Volume numbers on the Certificate of Title for the property/properties in question. If the property/properties are in fact unregistered parcels of land, please advise N.B. it is necessary that you also submit copies of the duplicate Certificate(s) of Title or any other documents of Title in order to substantiate your sole ownership thereof. If the property/properties are owned by you, jointly or as Tenants in Common with other persons, your instructions regarding the preparation of your Will must reflect this.

Debts, Liabilities & Expenses:

List all your debts and liabilities to date:

From where will all your debts and funeral expenses be paid?: