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:743 Merlon Rd. Edmonton, AB, V83 L2W
Marital Status:Married
Occupation: Electrician
Date of Birth:March 28,1982
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:
(1) Townhouse (sole owner)
(2) Savings account - $48,000
(3) RRSP's - $145,000(3) Vehicle -2020 Kia Soul
(4) Heirloom ring from grandmother
Beneficiaries:
(1) Ian Mitchell Pratt (common law partner, address same as testatrix):$20,000
(2) Amanda Ashley McDonald (best friend, address 14 Dawnview Cres., Vancouver BC, V2E1W7): $10,000
(3) Blake Margaret Parker (daughter, age 14, address same as testatrix): Heirloom ring
Residue: To Blake Margaret Parker
Using these client instructions, create and submit (1) Client Questionnaire and (2) Will Part 1: 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 2: 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.

Step by Step Solution

There are 3 Steps involved in it

1 Expert Approved Answer
Step: 1 Unlock blur-text-image
Question Has Been Solved by an Expert!

Get step-by-step solutions from verified subject matter experts

Step: 2 Unlock
Step: 3 Unlock

Students Have Also Explored These Related General Management Questions!