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Will planning questionnaire

This worksheet is designed to help you gather the preliminary information needed to create a will.

Click on the image below to download the fillable form. Once it’s completed, share this information with an advisor or lawyer who can assist you in making a legal will.

image of the will planning questionnaire.

Manulife, Manulife & Stylized M Design, and Stylized M Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.

May 2020

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