SEA TO SKY LAW

109 - 245 E Columbia Street
New Westminster, BC
V3L 3W4

778-728-0208

Thank you for contacting Sea to Sky Law. We offer trusted legal solutions with decades of successful experience for Estate, Family and Business needs.

Congratulations! Most people avoid estate planning so we congratulate you on doing your estate planning. Estate planning saves your beneficiaries stress and money because you have a written plan. We look forward to helping you!

Please read the privacy policy below, and then fill out this form in its entirety prior to our consultation.

Privacy Policy: All information received from a client is strictly confidential. Our firm takes every step possible to protect your privacy. The data submitted via this form is encrypted and secured using industry-standard 128-bit SSL encryption.

If you have any questions, please don't hesitate to contact our law office. We look forward to working with you!

Contact information

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First name *

Middle name

Last name *

Date of birth

Company

Emails

Address *

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Upon submission, a copy of this form will be sent to the primary email.

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Addresses

Street address

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City

State/Region

Zip/Postal code

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Phone numbers

Phone number

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Have you made a Will before?

Yes

Have you made a Power of Attorney before?

Yes

Do you have any other estate planning documents?

Other estate planning documents include Representation Agreement, Advanced Health Directive

Yes

Do you have a Spouse?

Yes

Do you have children?

Yes

Do you know who you would name as Executor/Executrix in your Will?

A Executor/Executrix is someone you appoint to manage your estate as you want it after your death.

Yes

Do you know who you would name as Alternative Executor/Executrix in your Will?

Yes

Do you know who you would list as benificiaries?

Beneficiaries are people you list in your Will to receive part or all of your Estate. You can leave specific gifts, specific amount of funds or a percentage of your Estate to a beneficiary. Common Beneficiaries include spouse and children.

Yes

Have you considered how you would like to divide your Estate in your Will?

Often a Will plans for several possibilities such as leaving everything to a spouse but dividing everything between children if the spouse is not alive when your Estate is being disbursed. Or you can leave a specific gift to someone.

Do you want to leave any gifts to Charities?

People sometimes leave gifts of a specific amount or percentage to Charities in their Will.

Yes

Do you know who you would list as Power of Attorney?

A Power of Attorney is someone you appoint to manage your financial affairs.

Yes

Do you know who you would list as Alternate Power of Attorney?

Yes

Is there any information we should know to assist you?

Provide a brief summary of your legal issue, expectations and/or desired outcome.

How did you hear about our Firm?

ACKNOWLEDGEMENT AND ACCEPTANCE

I acknowledge that I have read and hereby accept the above privacy policy regarding use of my personal information.

THANK YOU

Thank you so much for completing this intake questionnaire. This information will be extremely helpful in evaluating your case. We will contact you as soon as possible with any updates.