Wills & Estates Services
“Today we have the gift of time to sort out the way your property will be distributed and who will take care of your family after your death. Having a Will gives you the control to choose who receives your property and ensures that your wishes for your family are followed.
Part of preparing for the future also includes deciding who you want to make medical and financial decisions on your behalf if you are not able to. This is where having a Personal Directive and Enduring Power of Attorney can give you the confidence in knowing that your medical and financial wishes will be followed.”
ESTATE BUNDLE
Will, Personal Directive & Enduring Power of Attorney
My office follows a straightforward process to create your Will, Personal Directive and Enduring Power of Attorney. In working together, here is what you can expect:
- We begin by helping you clarify your intent and gather all information needed to prepare a complete plan. You will receive a “getting to know you” form to fill out that will help advance this process.
- Next we set a budget for your Estate Bundle preparation that you’re at ease with and formalize our working relationship. We will discuss at length your wishes and the relevant legal requirements as they relate to your situation.
- Finally, as we work towards completing your Estate Bundle, you will be provided with specific legal advice as it relates to your particular life circumstances and wishes. Any questions or uncertainties you have will be addressed.
When we meet to finalize your Estate Bundle, you will be assured that your vision was captured in writing.
Wills & Estates Consultation
We will discuss any questions you have about…
- Needing a Will, Personal Directive or Enduring Power of Attorney
- What happens when someone dies who does not have any estate documents
- How being divorced or getting remarried affects your Will
- How living in a common-law relationship affects your Will
- Having a spouse who is dying or becoming mentally incapacitated
- How having children or entering into a blended family affects your Will
- What to do when new beneficiaries are born
- How receiving a significant inheritance affects your Will
- Needing advice on who to choose to be your personal representative
- How starting or selling a business affects your Will
- Being a personal representative or beneficiary
- What to do if you change your mind about naming a personal representative
- The impact of your named personal representative moving out of Alberta
- Having a life changing event and wanting to make specific changes to your estate documents
- Any other Wills and Estates questions