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Client Intake Form Wills
Name:
Date Of Birth:
Address:
Contact Number (Home):
Contact Cell Number:
Email:
Spouse's Details
Spouse's Name:
Spouse's Date Of Birth:
Address (If Different from above):
Child(ren)'s Details
Child Name (1):
Child Date Of Birth (1):
Trustee of WILL/address/date of birth (If different from spouse): Trustee ensures WILL directions are adhered too:
Alternative Trustee:
Guardian of Child(ren) (if under age of majority-18 years of age) :
Relationship to you :
Distribution of Assets :
Notice:
Please ensure when you come in to sign the Will that you bring two pieces of ID with you (Passport, Driver's Licence, Credit Card from major bank, PR card (not expired) Please note we do not accept Health Card’s as ID and we do not accept credit or debit card for payments
Client Intake Form Wills
POA Intake Form
Client Intake Form (Stat Dec Invitation Letter)
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