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Information sheet

This information sheet is a preplanning tool to be filled out for yourself, or from the perspective of the person who will be the recipient of the service we provide. Fill out this form to the best of your ability and submit what you can. We will follow up and contact you directly. No prepayment required. Thank you.

First Name*
Middle Name*
Last Name*
Current Street Address
City/Town
Province
Postal Code
Email*
Phone Number*
Date of Birth
Place of Birth
Social Insurance Number*
Are you receiving CPP/OAS?
Occupation During Working Life and Industry
Marital Status
Name of Spouse (if applicable)
Maiden name of Spouse (if applicable)
Date of Marriage(if applicable)
Fathers Name
Father’s Place of Birth
Mothers Name
Mother’s Place of Birth
Do you have a will?*
Lawyer’s Name and Phone Number
Executor's Name
Executor's Phone*
Executor's Email
Next of Kin Name
Next of Kin Phone
Next of Kin Email
Next of Kin Name
Next of Kin Phone
Next of Kin Email
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