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What can an estate plan do for me?

Aside from the clear financial benefits, having a plan in place puts you in control of your future. By working with us you can decide what you want to happen with your assets and be confident that your wishes will be carried out.

The realization of the goals you have set in life - goals  such as your children's education, your family's economic independence, or your support for charities - can be continued through your estate plan.

You gain peace of mind and help your beneficiaries enjoy a more secure future.

Estate Plans can confer the following benefits:

  • make sure that the people and causes you care about will be looked after
  • minimize or defer taxes that are payable at death
  • reduce probate fees
  • establish ownership of jointly-owned property, bank accounts and investments
  • establish trusts that may have tax advantages and preserve family property such as a home, cottage or business
  • help private businesses continue to meet a family's needs or ensure that the maximum benefits are received from a sale or wind-up
  • ensure that your beneficiaries are taken care of while your estate is settled
  • make sure that your estate is settled cost-effectively and without delay 

Wills and Powers of Attorney

REQUEST BY(name in full):
Current Home Address:
(include city and code)
Date of Birth:         I am: malefemale
 
Telephone:  Res- Cell-
 
Bus:          Fax: 
 
Email:     
 
Marital Status:      Married Single Divorced Widowed Common Law
 
If married:      1st time marriage 2nd time marriage 3rd time marriage
 
If currently officially married, and you live together, spouse's name :
 
Details of children of any prior marriage or relationship (prior to existing marriage or existing relationship). State names and dates of birth and whether son or daughter:
 
Details of children of current marriage or relationship (state names and dates of birth and whether son or daughter):
 
Equal shares for all subsequent children. Yes No

WILLS

Testator
Executor
Alternate Executor
Guardian
Beneficiary
Failure Gifts
Cash Legacy

POWERS OF ATTORNEY

Your Name(s)
Power of Attorney
Alternate Attorney
Conditions
 

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