Questionnaires

Family Trust – Client Information Questionnaire (British Columbia)

Purpose and Goals

Settlor (Creator of the Trust)

Trustees

Beneficiaries

Trust Property

Income & Distribution

Duration & Termination

Special Instructions

Professional Advisors

Additional Documents to Provide

Disclaimer: This questionnaire is for information-gathering only and does not constitute legal advice

Formal legal and tax advice will follow after review of the completed questionnaire and a signed retainer agreement.

All information will be kept confidential in accordance with the rules of the Law Society of British Columbia.