Whether you need a simple will or something more complex, the conversation will cover the following component parts of a will:
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- Who will be the Executor and Trustee of your estate
- Funeral and burial arrangements
- Organ donation
- How to handle joint assets like RRSPs, investments, insurance and pensions.
- Bequests – specific gifts to specific 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
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- Who will be your Attorney, and who will be the alternates
- When the Powers become effective
- What are the restrictions on the Attorney
- Capacity, incapacity assessments
- Duties and decisions of Attorneys
- Role of family members
- Compensation of Attorneys
- Access and storage of the documents
- Jurisdiction
We can also provide advice about Living Wills (which are more properly called Advanced Care Directives).