Question: first develop a comprehensive questionnaire that you would use for an initial client intake meeting to gather all necessary information for preparing a valid will.
first develop a comprehensive questionnaire that you would use for an initial client intake meeting to gather all necessary information for preparing a valid will. Then for the second part you will draft a will based on the following client instructions: Client: Melanie Elizabeth Parker
Address: Merlon Rd Edmonton, AB V LW
Marital Status:Married
Occupation: Electrician
Date of Birth:March
Date of Will:Assignment due date
Witnesses: You and another lawyer Johnathan Davis
Executors:Margaret Elaine Parker mother and Jason Richard Martin brother both of Winnipeg, MB
Assets:
Townhouse sole owner
Savings account $
RRSPs $ Vehicle Kia Soul
Heirloom ring from grandmother
Beneficiaries:
Ian Mitchell Pratt common law partner, address same as testatrix:$
Amanda Ashley McDonald best friend, address Dawnview Cres., Vancouver BC VEW: $
Blake Margaret Parker daughter age address same as testatrix: Heirloom ring
Residue: To Blake Margaret Parker
Using these client instructions, create and submit Client Questionnaire and Will Part : Create Your Questionnaire:
Develop a comprehensive questionnaire that you would use during a client meeting to gather all necessary information for preparing a valid will.
Include relevant legal terminology and ensure that your questions cover key aspects such as assets, beneficiaries, guardianship, and other pertinent details.
Your questionnaire should be structured logically and be clear enough for a client to understand.Part : Draft the Will:
Based on the information gathered from your questionnaire, draft a complete and legally sound will.
Use appropriate language and format according to the legal requirements in your jurisdiction.
Include provisions for distribution of assets, appointment of executors, guardianship of minors if applicable and any other relevant clauses.
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