Wills & Powers Of Attorney

A properly drafted Last Will is essential for a good estate plan.  Over the years, we have developed an expertise in assisting clients prepare a sound and effective estate plan.  For the process to be effective, advice is not limited to legal input.  A knowledgeable financial planner, insurance agent and accountant is as important as good legal advice and drafting.  The approach is multi-disciplined and a knowledgeable client is the best start to a good estate plan.  Original Wills are stored in fire-proof cabinets and copies are stored electronically off-site.   In addition to your Last Will and Testament, it is important to have a Personal Care Power of Attorney and a Continuing Power of Attorney in place.  The laws related to powers of attorney have changed significantly in the last few years and a review of this aspect of your estate is important in order to minimize governmental interference in the affairs of your family and those you wish to provide for.  We have over the years acted for a number of trust companies and have assisted in the preparation of last wills and testaments for their clients.  We have also assisted many clients with the administration of the estates at the appropriate time.

In order to prepare (or update) an existing Last Will and Powers of Attorney, please complete our Last Will and Powers of Attorney Intake Form available in either PDF format,  Microsoft Word or Corel Wordperfect.  Simply download the document via the link below, print it off, fill it in and send the completed appropriate portion of the form to us by email, fax or Canada Post and we will contact you for an appointment.  If you do not have access to a printer then please call our office at (905) 826-5670 and we can set up an appointment for you to drop in and pick up a blank forms from Reception.

Estates

Our firm has expertise in assisting Estate Trustees with the administration of Estates, whether complex or simple.  Sometimes the duties of the executor can be overwhelming and when guidance and direction is required we can provide it.  Whether there is a total or partial delegation of the responsibilities, we can assist the executor in discharging the onerous duties that follow with the position.  Estates can be complex to administer and there are numerous potential taxation issues that need to be addressed in a timely manner and we have experience in dealing with these matters.  Over the years, we have passed numerous estate accounts before the Ontario courts.  Maintaining estate records as required by the courts involve skill and we can assist the trustee in the degree required by the client.  We have a good working relationship with accountants who have expertise in the area of estate administration and we can help the trustee coordinate an effective administration.

Right click to download our Wills & Estates Intake Forms

Microsoft Word        WordPerfect        PDF

Related Links

Office Of The Guardian & Public Trustee

1-800-366-0335
Toronto (416) 314-2863
Ottawa (613) 241-1202

Ministry Of The Attorney General - Estates FAQ's

1-800-518-7901
Toronto: 416-326-2220

Ministry Of The Attorney General - Powers Of Attorney & Living Wills

Ministry Of The Attorney General - Estates Administration