Wills and Estate Planning


Our lawyers work closely with you to craft an effective and efficient estate plan that accords with your individual needs and requests. While our immediate goal is to ensure the safety and security of your estate, we also provide you with the necessary tools and knowledge to manage future life events, including mental and physical incapacity.

As part of our services, we provide our clients with an estate plan that anticipates situations whereby you need assistance to manage, while alive, your financial and legal matters as well as health care decisions. We urge our clients to make these crucial decisions in the present rather than running the risk that someday someone else will be forced to make them for you.

During your initial consultation, we will review with you the contents of your estate. It is essential that we have a comprehensive overview of the nature and extent of your estate so that we may properly advise you. 

 

We ask clients to provide us with general information pertaining to:

 
  •  Assets;
  •  Liabilities;
  •  Financial institutions;
  •  RRSP, RRIF, RPP;
  • Life insurance policies;
  •  Personal and real property (domestic and international)
  • Investments;
  • Personal and family particulars;
  • Names and addresses of next of kin and people to be named in the Will, including executors, beneficiaries and guardians.

 

Here are some of the tools that we use:

 
  • Will: a testamentary document directing the distribution of an estate on death
  • Power of Attorney
  • General – a document under which one person grants another person the power to administer their financial and legal affairs.Enduring – a document under which a person  grants another person the power to deal with financial matters, including signing documents and accessing accounts especially if the “donor” is no longer able to handle their finances themselves.
  • Specific – a document that specifies a limitation on the general power of attorney used for a specific purpose.
  • Living Will: provide guidance to those around you regarding your health care and personal care wishes.
  • Representation Agreement for Health Care: allows you to grant specific or broad powers to a representative with regards to health care issues.
  • Property Co-Ownership Agreement: allows you to hold assets outside the estate while maintaining control and ownership.


We are also prepared, if needed, to be your Attorney and/or Executor.

Please refer to the “Client” section for additional information