REAL ESTATE, WILLS & Business LAWyer
WILLS + POAs
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
$850 PER COUPLE / $450 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
$1000 PER COUPLE / $595 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
$1600 FOR COUPLES / $950 FOR INDIVIDUALS
All items in the Standard and Legacy 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