REAL ESTATE, WILLS & Business LAWyer

 

WILLS + ESTATES

 

All Will Plans Include:

 
  • Wills and Powers of Attorney tailored to you.

  • 1-2 hour in-home consultation at a time that is convenient for you (no babysitters or time off needed).

  • Unlimited phone calls, emails, etc. (flat fees only, no ticking clocks)

  • Initial intake guide along with draft documents for in-home review

  • In-home signing of final documents (we will need a 2nd witness)

  • Maximum 24-hour response time to all communications

STANDARD PLAN

$645 PER COUPLE / $395 PER INDIVIDUAL

  • Decide who gets what - leave gifts to relatives, friends or charities

  • Appoint a guardian for your kids

  • Set ages when kids receive any inheritance (e.g. 25, 30 or stages) and how funds can be used before then

  • Appoint the person(s) who will carry out your wishes (Executor + Trustee)

  • Protect insurance and RRSP proceeds

  • Appoint people to make financial and health care decisions for you if you become incapable (Power of Attorney)

  • Ensure sentimental personal effects are kept in the family

LEGACY PLAN

$795 PER COUPLE / $495 PER INDIVIDUAL

  • All items in the Standard Plan plus…

  • Give a gift to a person for their lifetime only (e.g. spousal trust)

  • Protect children from prior marriages

  • Protect a beneficiary's disability benefits (ODSP) using a Henson Trust

  • Ensure a cottage stays in the family

  • Protect an inheritance from creditors, divorce or poor money management

  • Plan for large wealth transfers

  • Address capacity issues

  • Other specialized trusts

PROBATE PLAN

$1395 FOR COUPLES / $795 FOR INDIVIDUALS

  • All items in the Standard and Legal Plans plus…

  • For business owners, separate assets  into 2 wills - a business will and a personal will - to save probate tax

  • Protect valuable personal effects (art, collections, jewelry) from high appraisal fees and probate tax 

  • Ensure eligible real estate can be sold quickly and probate tax-free

  • Protect joint assets from unintended probate tax