Information required re drafting of your Will(s) & Powers of Attorneys
Instructions: Dear client, please answer all the following questions in CAPS and type full legal names just as they are on your driver's license or passport.
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I. Personal Information
1. Full Legal Name:
*
2. Date of Birth:
*
MM
/
DD
/
YYYY
3. Home Mailing Address:
*
4. Cellular Number:
*
5. E-mail:
*
6. Occupation:
*
7. Do you own an active corporation, or do you own a corporation which holds more than $30,000 in cash or assets? :
*
8. Do you or one of your beneficiaries have a disability which does, or could, qualify for benefits under the Ontario Disability Support Program (ODSP)? :
*
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