INSTRUCTION
TO: JAY CHAUHAN
Barrister and Solicitor
330 Highway 7 East, Suite 309
Richmond Hill, Ontario
L4B 3P8
Telephone: (905) 771-1235
Facsimile: (905) 771-1237
Email: jaylawyer@hotmail.com
When a Testator has died, we need the following information to obtain the probate and make distribution of the estate to the beneficiaries:
1. Name of Deceased:
2. Last
address of Deceased:
3. Last
occupation of Deceased:
4. Date
of death:
5.
Social Insurance Number of Deceased:
6. Did
the Deceased have a will?
7. Was
the Deceased married?
8. Name of spouse:
9.
Witness to the will and their addresses:
Name
and address of first witness:
Name and address of second witness:
10.
Name and address of Executor:
11.
Name and address of Funeral Home:
12.
Name and address of doctor who will provide death certificate:
13.
Names and addresses of beneficiaries:
Name | Address
| Relationship to Deceased
| |
| |
| |
| |
| |
| |
14.
Name and address of banks where accounts, deposit box, or other assets were
kept:
Name of
Bank | Address | Amount
| Account Number
|
| |
|
| |
|
| |
|
| |
15.
Address and legal description of any real property owned:
16.
Value of Estate:
Real
Estate $
Shares
and Stock $
Other
assets $
Total
Value of Estate $
17.
Particulars of other assets:
Type of
asset | Address where locates
| Approximate value
| |
| |
| |
| |
18. Retainer
I agree to pay a retainer to
cover the cost of the court fees to obtain the probate.
I understand that the fees
will be based on time required to carry out the estate work.
__________________________________________________
Signature of Executor
__________________________________________________
Address
__________________________________________________