Questionnaire for Clients Applying for Probate or Administration of an Estate
We ask that you fill out the questions below that apply to you as thoroughly as possible before we meet. Your answers will provide us with essential information and assist us with identifying the issues we should discuss with you. Please contact us if you have any questions concerning this questionnaire.
Please bring along the following items when you come to your appointment: deceased's original Will (if any), an original Death Certificate; copies of statements for every account held by the deceased; copies of the latest BC Assessment for any real estate; copies of titles and mortgages for land, vehicles and other assets; birth date and place of deceased; names, addresses and postal codes for every executor or beneficiary named in the will and immediate next of kin.
Click on the button to find out more about the documents to collect.