*plus applicable taxes and disbursement fees
Take comfort in knowing that in the worst-case scenario, your loved ones is will be the ones entrusted with your estate and will be taken care of through our proactive measure.
We will conduct an initial interview with you to understand your personal and financial situation, your goals for your estate, and any concerns or questions you may have.
Based on the information provided by you during the interview, we will gather additional information such as your assets, liabilities, family relationships, and any existing estate planning documents.
We will analyze the information gathered and develop a plan for your estate that addresses your goals and concerns. This may involve the creation of a Last Will and Testament, a Power of Attorney for Property, and a Power of Attorney for Personal Care.
Once the plan has been developed, we will draft the necessary documents and review them with you to ensure that they accurately reflect your wishes.
Once the documents are finalized, we will oversee the execution of the documents, which involves signing them in the presence of witnesses and a notary public.
We will provide you with copies of the signed documents and may offer to store the originals in a safe place to ensure that they are secure and easily accessible when needed.
We will advise you on the importance of reviewing and updating your estate planning documents periodically, especially if your personal or financial situation changes or if there are changes in the law.
A Will is a legal document that outlines your wishes for the distribution of your assets after you pass away. It's important to have a Will to ensure that your wishes are carried out and to avoid disputes among family members or other beneficiaries.
A Power of Attorney is a legal document that appoints someone to act on your behalf in financial and/or personal matters if you are unable to do so. It's important to have a Power of Attorney to ensure that your affairs are taken care of if you become incapacitated or unable to manage your own affairs.
While it is possible to write your own Will or Power of Attorney, it's highly recommended to seek the advice of a lawyer to ensure that the documents are legally valid and accurately reflect your wishes. DIY documents may contain errors or omissions that can lead to legal disputes or challenges.
Yes, you can make changes to your Will or Power of Attorney by creating a new document or amending the existing document. However, it's important to follow proper legal procedures to ensure that the changes are legally valid and do not invalidate the entire document.
If you die without a Will, your assets will be distributed according to the laws of your state or province, which may not reflect your wishes. In some cases, this can lead to legal disputes and delays in the distribution of your assets.
It's important to review your Will and Power of Attorney periodically, especially if your personal or financial situation changes or if there are changes in the law. It's recommended to review the documents every three to five years or whenever a significant life event occurs.
It's important to choose someone who is trustworthy, reliable, and capable of managing your affairs. This could be a family member, friend, or professional advisor such as a lawyer or accountant. It's also recommended to have alternate choices in case your first choice is unable or unwilling to act.
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Suite 255-1099 Kingston Rd,
Pickering, ON L1V 1B5
Monday – Friday
9 am to 5 pm
*WILLS FEE | $300 |
*POWER OF ATTORNEY PERSONAL CARE TOTAL FEES |
$150 $300 |