Summer Estate Planning Special
a Will, a Personal Directive, and an Enduring Power of Attorney together at a special promotional price
What is an Estate Plan and why do I need one?
An Estate Plan usually includes:
a Will
a Personal Directive
and an Enduring Power of Attorney
A Will details your wishes about what happens to your property after you pass on.
Without a Will, your property is distributed according to the default rules in the Wills and Successions Act. This process is costly, time-consuming, and can cause conflict.
A Personal Directive sets out your healthcare wishes in the event that you lose the capacity to make decisions yourself. This document is sometimes referred to as a “green sleeve” or “DNR (Do Not Resuscitate).”
A Personal Directive ensures that your healthcare wishes are formalized and known in advance.
An Enduring Power of Attorney is how you appoint someone to make financial decisions for you if you become unable to make them yourself. This person must make decisions in your best interest.
If you lose decision-making capacity without an Enduring Power of Attorney, someone will need to make a court application to use your funds towards your care. This process is lengthy and expensive; it can take six to nine months. In the meantime, they may have to pay for your care out of their own pocket.
The Process
1) Consultation
We meet (virtually or in-person) to discuss your estate planning needs. We also confirm that the work you need fits the basic package and provide an updated quote for any additional work (e.g. setting up a trust).
2) Questionnaire
We provide you with a comprehensive estate planning questionnaire to complete, which allows us to draft your documents to your exact specifications. If you have any questions, we are available to answer them.
When your questionnaire is complete, you return it to us by email.
3) Drafting
We draft your documents according to your wishes.
Turnaround for this is typically two weeks.
4) Appointment to execute your documents
Our office keeps a copy, you keep a copy, and you provide one to the person you designate to act on your behalf.
You may also wish to register your executed documents with the Wills Registry.
Promotion valid until
August 31st, 2026
Individual Estate Plan
$500.00
Plus G.S.T. and registration fees
Estate Plan for Spouses
$850.00
Plus G.S.T. and registration fees