Whether you need a simple will or something more complex, the conversation will cover the following component parts of a will:

    1. 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

    1. 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

We can also provide advice about Living Wills (which are more properly called Advanced Care Directives).