Services

We start by assessing your situation to see if you need a “simple” will or something more complex. Then we will work through the various component parts of a will:

      Who will be the Executor and Trustee of your estate
      Funeral and burial arrangements
      Organ donation
      How to handle RRSPs, investments, insurance and pensions.
      Bequests – specific gifts to particular people
      Legacies – life interests, things or property held in trust
      Charitable gifts
      Reward programs, leases, memberships, time-shares
      Digital assets, websites, social media accounts
      Businesses, assets, shares, succession planning
      Homes, rental property, property out of jurisdiction
      Beneficiaries, estate distribution
      Guardianship, dependent beneficiaries, minor beneficiaries
      Family property – included and excluded assets
      Children, grandchildren, alternate beneficiaries
      Fees, taxes, estate expenses
      Trustee role and responsibilities, powers

Powers of Attorney for Property and Personal Care

      Who will be your Attorney, alternates
      Effectivity
      Restrictions
      Capacity, incapacity assessments
      Duties and decisions
      Role of family members
      Compensation
      Access and storage
      Jurisdiction

We will also provide advice and materials to assist you with providing your attorney for Persal Care with guidance about your wishes for treatment and care decisions, what is often called a Living Will or Advanced Care Plan.