The Review and Prep.

$325.00

Embarking on your estate planning journey? Our Review and Prep package is designed to kick-start the process.

  • Initial Consultation with Client Ambassador
  • Estate Planning Guide
  • Checklist of Documents
  • Upload of documents to ReadyWhen Platform for each person
  • 30-minute Consultation with a lawyer

The Standard Legacy Plan for Couples.

$1750.00

The Standard Legacy Plan for Couples for couples includes a basic estate plan distribution, and the following:

  • Initial Consultation with Client Ambassador
  • Estate Planning Guide
  • Checklist of Documents
  • Upload of documents to ReadyWhen Platform for each person
  • 1-hour consultation with a lawyer
  • 30-minute collaborative meeting with a financial advisor or accountant
  • Will, Power of Attorney for Property and Power of Attorney for Personal Care
  • One revision of documents
  • Mutual/Mirror Wills Agreement

Family Legacy Add-On.

$100.00

  • One guardianship appointment and simple trust for minors
  • Family Emergency Plan
  • Family Mission Statement
  • Guardianship Directive

The Standard Dual Will Legacy Plan.

$3250.00

The Standard Dual Will Legacy Plan for Couples is ideal for couples with significant assets in a private corporation, or significant assets that may not be subject to probate. The package includes the fundamental documents, with the inclusion of both Primary and Secondary Wills, Continuing Power of Attorney for Property and Power of Attorney for Personal Care. The plan includes:

  • Initial Consultation with Client Ambassador
  • Estate Planning Guide
  • Checklist of Documents
  • Upload of documents to ReadyWhen Platfor
  • 1-hour consultation with a lawyer
  • 30-minute collaborative meeting with a financial advisor or accountant
  • Primary Will, Secondary Will, Power of Attorney for Property, and Power of Attorney for Personal Care
  • One revision of documents
  • Mutual/Mirror Wills Agreement

Family Legacy Add-On.

$100.00

  • One guardianship appointment and simple trust for minors
  • Family Emergency Plan
  • Family Mission Statement
  • Guardianship Directive
Accounting resources

Discover our estate planning resources.

Estate Planning Guide

Navigate your estate planning journey with confidence using our comprehensive guide.

Will Considerations

Make informed decisions about your will with our thought-provoking guide.

Guardianship Directive

Decide on the future of your loved ones with our directive guardianship guide.

Will Memorandum

Outline your wishes for your will with our structured memorandum checklist.

Asset & Liability Digital Record Keeper

Keep track of your financial position with our digital record keeper.

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Head Office

100 Scarsdale Road, Suite 200
North York, ON M3B 2R8

Contact

info@aionlaw.ca
1.866.AIONLAW (866.246.6529)

Hours

Monday – Friday: 9am — 5pm