WILLS (and Estate Planning)
Sadly, it’s going to happen – death. Understandably, there are concerns and fears about preparing one’s Estate Planning – signing a Will and other related documents, though clearly important to complete – sooner than later.
Who requires:
· Seniors;
· Property Owner(s);
· Parent(s) and those who care for Children; and
· Anyone responsible, mature and well-organized.
Challenges to NOT having a Will
There’s no time like the present to
complete one’s Will, as passing without would (likely) result in following:
· Delay;
· Additional Costs, particularly for bond or surety, to
complete your Estate;
· Government decides on decision-makers, asset allocation and
beneficiary; and
· Unnecessary Family Conflict, given turmoil remaining.
Benefits:
Timely and well-organized distribution of your authority, high-value Assets (i.e. Cottage) and high sentimental belongings (Jewelry) and fair and customized apportionment of the balance of one’s Estate.
Given importance of Loved Ones and your ‘stuff’, following Legal Services are required and provided:
· Experienced;
· Knowledgeable;
· Mindful of desire to minimize ‘Death Taxes’
(Probate Fees)
· Conscientious to your concerns;
· Responsive to your needs and circumstances; and
· Compassionate and sensitive to your
circumstances and wishes.
Law Corporation Priorities, as follows:
· Clear and Concise advice, information and
document drafting;
· Reasonable and Competitive Legal Costs*;
· Stress Reduced; and
· Client to be kept well-informed and organized.
Procedures and Legal Services, as requested and required:
· (Usually) ONE (1) Appointment to obtain Client
Instructions and Wishes;
· Document Preparation and Drafting;
· Draft delivery for Client review and approval;
· Appointment for ‘Signing Ceremony’; and
· Report.
Costs:
(Ordinarily) a Block or Fixed Fee is assessed, particularly for ‘straight-forward’ Testamentary Wishes, (otherwise to be negotiated at First Appointment).
Power of Attorney (POA)
No one can accurately predict their future, so in the event of Mental Incompetency, extremely valuable to complete (typically) an Enduring (and comprehensive) POA. POA is a very powerful Legal Document, at a comparatively Low-cost providing direction to other trusted person(s) respecting your best financial interests, so highly recommended.
Health Care Directive (Living Will)
We share Manitoba Province’s assessment, Health Care Directive requires Medical and NOT Legal Advice, so Information provided to assist you to complete the “Testamentary Trilogy’ – Will, POA and Health Care Directive - latter at NO Legal Cost.
*”Blended Family concerns, particularly children from a prior relationship almost inevitably requires greater time, attention and legal services, given priority to lovingly balance care and provision for (biological) children, (step) children and New Spouse. This would be reflected in the Legal Fees.
Client Testimonial:
“Friendly and helpful staff. Craig made what I expected to be a tedious process quite enjoyable. Explaining everything I needed to know in great detail, without getting lost in legal jargon. It was more like talking to a knowledgeable friend, than a stranger doing just what needed to be done.”
Pleased to assist with drafting your Will.