ESTATE PLANNING

Wills

 

A Will is a legal document where you explain how you would like your “Estate” to be distributed after your death. Your estate consists of everything you own excluding land or bank accounts that you own in joint tenancy with another person(s).  Your estate does not include insurance policies, RRSP’s, RRIF’s or TFSA's where you have specifically named someone as a beneficiary.

Our Will preparation services require two appointments.  Prior to your first appointment please contact the office to obtain our "Will Questionnaire" and more information.
 

Powers of Attorney

 

An Enduring Power of Attorney is a legal document in which you appoint a trusted person to make financial decisions on your behalf while you are alive.

The Power of Attorney is not a health care directive or representation agreement and cannot be used to make personal health care decisions for you.   In the event of death, the Power of Attorney becomes invalid.  Powers of Attorney require two appointments but no questionnaire.  Please contact the office for more information.
 

Representation Agreements

A Representation Agreement is a legal document in which you appoint a trusted person to make health care decisions on your behalf.
Representation Agreements require two appointments but no questionnaire. Please contact the office for more information.

 

*Please note that we will not witness a Will that has not been prepared by our office.  However, we will witness Powers of Attorney and Representation Agreements if they have been prepared by a notary public or lawyer.