Estate Questionnaire For Probate Purposes

Green Germann Sakran is here to help you in your time of need and will provide essential guidance to you, as estate trustee, to properly administer the estate of your loved one or friend with ease and confidence. This form is easy to understand and should take you a few minutes to complete. It provides the essential information and essential building blocks for the administration of the estate. Use an extra sheet of paper if necessary.

Once completed, please submit the form to GREEN GERMANN SAKRAN, BARRISTERS, SOLICITORS & NOTARIES, MAIN OFFICE: 411 GUELPH LINE, P.O. BOX 400, BURLINGTON, ONTARIO, L7R 3Y3, TEL.: (905) 639-1222 / FAX: (905) 632-6977 / reception@ggslaw.ca. You will then be contacted by our office to schedule an appointment to discuss and review the particulars of the estate. We may have the documents ready for you to sign at the time of your appointment, and if so, you will be asked to bring in the probate fee payable to the “Minister of Finance”.

PART I – DECEASED PERSON INFORMATION

Print full legal name for the deceased and common name. (ie. Robert John Smith commonly referred to as John Smith)

Date of Birth

Date of Death

Place of Death

Complete address of last place of residence

Last occupation: (ie. Retired Firefighter)

Marital status at time of death

Did the deceased have a Will?
YesNoDon't Know

If yes, who has the original Will?

What is the date of the last Will?

Was a Codicil ever made, amending the last Will?
YesNoDon't Know

If yes, who has the original Codicil?

What is the date of the Codicil?

PART 2 – REAL ESTATE PROPERTY IN CANADA

Did the deceased own or have an interest in any real estate property in their personal name (i.e. home, cottage or investment property)?
YesNoDon't Know

If yes, state the full municipal address (es) of the property (ies) and property tax roll number on the most recent property tax bill

Address 1

Address 2

State the fair market value of each real estate property as of the date of the deceased’s death. This information should be obtained from a realtor in the form of a letter of opinion.

State the total amount owing for any registered encumbrance(s) (ie. Mortgage) against each of the real estate properties as of the date of the deceased’s death?

List all bank accounts in the sole name of the deceased and amounts as of the date of death:
If available, please state:

Type of account

Account number

Value of account as of the date of death

Name of bank

Address of bank

Bank’s telephone number

List all investment accounts in the sole name of the deceased and amounts as of the date of death:

If available, please state:

Name and type of investment:

Account/certificate number:

Value of investment as of the date of death:

Is there a designated beneficiary?

If YES, state how the beneficiaries are:

Name of bank/broker/agent:

Address of bank/broker/agent:

Bank/broker/agent`s telephone number

List all vehicles and vessels solely owned by the deceased as of the date of death (i.e., automobiles, motorcycles, boats, bicycles, snowmobiles, etc.):

If available, please state:

Made and model:

Year:

Vehicle identification number (V.I.N.):

Fair market value:

For personal property, such as furniture and contents, list only the total estimated fair market value at the date of death

In the event of any heirlooms or expensive

items like art or jewelry, state fair market

value as of date of death:

Type of property:

Fair market value of property:

List all other property, assets, investments, or business interests not already mentioned and details about the asset as of the date of death

PART 5 – ESTATE TRUSTEE INFORMATION

List the full legal names, addresses, telephone numbers, email addresses, occupations of the estate trustee(s), and their relationship to the deceased

Trustee 1

Address

Home Phone Number

Work Phone Number

Cellphone Number

E-mail

Occupation

Relationship to deceased

Trustee 2

Address

Home Phone Number

Work Phone Number

Cellphone Number

E-mail

Occupation

Relationship to deceased

PART 6 – GENERAL INFORMATION

The following documents are required:

Original Death Certificate
1 Valid identification of estate trustee(s) (i.e. Driver’s License – excluding Health Card)
Original Will and Codicils, if any
Realtor’s Opinion Letter as to fair market value of property as of date of death
Bank statement showing amount of total amount of registered encumbrances/mortgages against real property
Bank and investment statements detailing account information as of date of death

PART 7 – ACKNOWLEDGEMENT

I hereby affirm the above information is accurate and true to the best of my knowledge and judgment.

Signature

Full Name

Date

*Copyright property of Green Germann Sakran, also known as GGS Lawyers

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