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 Personal Care with guidance about your wishes for treatment and care decisions, what is often called a Living Will or Advanced Care Directive.