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1 Disclosure
2 Cover
WILL DISCLOSURE FORM
Redeem your FREE gift and have your will drafted by our Estate Planning and Protection experts.
Client Full Namesyour full name
Client - Cellphoneyour full name
Emaila valid email
email
Financial Advisor Name and Surnameyour full name
YesNo
a) Have your recently experienced a life changing event: Marriage, Divorce, Pregnancy etc.
b) Do you have minor children?
c) Do your children need to inherit some of your life insurance and estate?
d) Is there anyone, other than your spouse and children, who need to inherit from your estate?
e) Do you own any property?
f) Do you have any last wishes?
g) Are you divorced?

If you answered “yes” to any of the above, you require an updated Last Will and Testament.

ARE YOU COVERED AGAINST THE FOLLOWING LEGAL FEES AT DEATH?
YesNo
a) Executor Fees (i.e. this fee at 3.99% of your gross estate is applicable to everyone)
b) Trustee Fees (i.e. only applicable if a testamentary trust is needed)
b) Conveyance attorney fees (i.e. only applicable if your estate contains property(ies) that need to
be transferred)
CLIENT CONSENT:
pick one!
Date of Submissionof appointment
date_range
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