Services

04. Wills & Estates Planning

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Wills & Estates Planning Form
MARITAL STATUS
DO YOU AND YOUR SPOUSE HAVE A MARRIAGE CONTRACT?
HAVE YOU BEEN MARRIED PREVIOUSLY?
SPOUSE'S PERSONAL INFORMATION (IF RELEVANT)
DO YOU HAVE ANY FORMER SPOUSES OR CHILDREN WHO MIGHT HAVE AN INTEREST IN YOUR ESTATE BY WAY OF SEPERATION AGREEMENT, COURT ORDER, OR CONTRACT?
DO YOU WISH TO LEAVE ANY SPECIFIC GIFTS TO CERTAIN BENEFICIARIES?
ESTATE TRUSTEE(S), IN ORDER OF PREFERENCE

Please specify who you wish to appoint as an estate trustee to administer your will and manage the affairs of your estate upon your passing. We recommend selecting one individual executor rather than two joint executors to simplify the administration process. As well, please include either one or two alternative executors in case the person you appoint as the first preferred executor is no longer living or does not wish to fulfill this role.

DO YOU ALSO WISH TO PREPARE POWER OF ATTORNEY (POA) DOCUMENTS TO DEAL WITH YOUR FINANCES (POA FOR PROPERTY) AND/OR HEALTH MATTERS (POA PERSONAL CARE)?
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  35 Years of Accumulated Practice

Planning Ahead

  • Will Preperation
     

  • Powers of Attorney
     

  • Estate Administration
     

  • Probate Filing