MacDonald Law North - Wills and Estate Lawyer, Wills

3 Simple Steps:

Step 1: Initial Consultation and Meeting

Step 2: Drafting and Reviewing the Documents

Step 2: Drafting and Reviewing the Documents

The purpose of the first meeting is to take your instructions and tailor a plan which considers:

Family Dynamics
Tax and Probate Implications
Registered Accounts and Life Insurance
Foreign or Out of Province Assets
Benefits of Testamentary Trusts

Step 2: Drafting and Reviewing the Documents

Step 2: Drafting and Reviewing the Documents

Step 2: Drafting and Reviewing the Documents

Your estate plan will include:

(1) Valid Will,
(2) Power of Attorney,
(3) Personal Directive, and
(4) Executor Assist Document

We review over the phone or in person

Step 3: Executing the Estate Documents

Step 2: Drafting and Reviewing the Documents

Step 3: Executing the Estate Documents

You will meet with the lawyer for one more final review and to sign the documents.

The executor assist document focuses on lowering the fees to the estate during administration and reducing the risk of family conflict.