Testator Interview Checklist (Canada)
Form Template
This "Testator Interview Checklist" is designed to be used with the "Client Identification and Verification Procedure", "Will Procedure", and "Will Drafting" checklists.
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It is intended to be used as a guide to gathering information needed to advise the testator and draft the will. This checklist must be considered in relation to the particular facts at hand and augmented and revised as appropriate.
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