The Review and Prep.

$185.00

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 Sharefile Platform
  • 30-minute Consultation with a lawyer
  • Credit of $100 to any other estate planning package

The Standard Legacy Plan.

$950.00

Designed for comprehensive peace of mind, our Standard Legacy Plan is an excellent choice for most individuals.

  • Initial Consultation with Client Ambassador
  • Estate Planning Guide
  • Checklist of Documents
  • Upload of documents to Sharefile Platform
  • 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
  • Simple residual beneficiary distribution

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.

$1900.00

The Standard Dual Will Legacy Plan is ideal for individuals 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 Sharefile Platform
  • 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 guardianship appointment and simple trust for minors

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