Wills & Estates

Wills & Estate Planning

It’s difficult planning for life’s changes and challenges. With a will and other estate planning documents, you have the peace of mind that your affairs will be handled according to your wishes if you become ill or pass away. We work with you to assess your needs and goals and prepare the estate documents you need to prepare for whatever life brings.

Wills:

Your will sets out who you wish to share in your estate and how you will support any dependents upon your death.  You may also include specific wishes for your passing, such as cremation or burial, funeral arrangements, and organ donation. In your will you appoint an executor who will be responsible for carrying out your wishes.

Power of Attorney:
Your power of attorney (POA) allows you to appoint someone to make financial decisions for you while you are still living if you are unavailable or unable to make them for yourself. This is very useful if you become ill or injured, or if you frequently travel outside the country.  

Personal Directive:
Your Personal Directive allows you to appoint someone to make medical and personal care decisions for you if you are unable to make them yourself. You can also express your wishes about certain end of life situations.

Key People

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This information is not legal advice and should not be relied on without speaking to a lawyer.

This information is not legal advice and should not be relied on without speaking to a lawyer.

When making a will, you’ll need to consider one or more people who you would like to have act as your executor, as well as an alternate executor if the first executor is not available. These should be relatives or trusted friends, preferably people who are trustworthy, honest, fairly organized and not easily overwhelmed by administrative tasks. Some of the task executors will need to do include:

  • Funeral/burial arrangements
  • Tax returns
  • Selling assets
  • Communicating with family members/beneficiaries

This information is not legal advice and should not be relied on without speaking to a lawyer.

If you have minor children or adult dependent children, you’ll need to consider who you would like to be their guardian. In addition, you’ll need to consider at what age they will receive their share of your estate and whether the distribution will be a lump sum or staggered payment.

This information is not legal advice and should not be relied on without speaking to a lawyer.

When you’re preparing your will you should consider who you would like to benefit from your estate, whether it be your spouse, your children, or other friends or relatives. You should also consider who your estate will go to if any or all of these people pass before you.

This information is not legal advice and should not be relied on without speaking to a lawyer.

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This information is not legal advice and should not be relied on without speaking to a lawyer.

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This information is not legal advice and should not be relied on without speaking to a lawyer.

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This information is not legal advice and should not be relied on without speaking to a lawyer.

Placeholder

This information is not legal advice and should not be relied on without speaking to a lawyer.

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