Wills

THE ODERLY DISTRIBUTION OF YOUR ASSETS AFTER YOUR DEATH

Wills

A common misconception is if you die without a will, all your assets go to the government.  This is not the case. Still, drawing up a will remains an important part of your estate plan. Here’s a list of reasons why:


  • Clarity and simplicity for your survivors: You can relieve some of their stress by leaving less of a mess on their hands;  a will provides specific instructions so your estate can be administered in an orderly manner
  • Choice of executor:  you get to select who your executor(s) will be
  • Choice of guardian:  if you die leaving minor children and the other parent is also deceased, you can select guardian(s) to care for those children
  • Choice of beneficiaries:  subject to your support obligations to your dependants, you can decide how to distribute your estate in a way that best suits your situation.

Process:

Our procedure for drafting up wills is straightforward:

We send you a questionnaire

  • Each person fills out a personal questionnaire for themselves.  Once complete, you let us know and we then schedule a meeting (in person or via video)
  • You bring your completed questionnaire to the meeting and we review it together and map out a plan for your will.  This is a good opportunity for you to ask questions and for us to provide you with some estate planning recommendations
  • We prepare and send you draft wills for your review and comments
  • You let us know if any changes are required and we make those changes
  • You come in to sign the wills.  You can either take them with you or leave them with us in our fireproof cabinet (at no charge).  The important thing is for your executors to know where to find it
  • We send you a reporting letter

CONTACT US AND WE WILL SEND IT TO YOU

COSTS:

The costs of preparing wills can vary depending on the complexity of your particular circumstances but for the majority of people, their wills are straightforward. Our fees are very competitive. We are happy to discuss your needs and provide you with an estimate in advance at no cost.

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