Estate Planning Packages

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    $185.00

    The Review and Prep

    The review and prep package includes:

    • Initial Consultation with Client Ambassador
    • Estate Planning Guide
    • Checklist of Documents
    • Upload of documents to ReadyWhen Platform
    • 30-minute Consultation with a lawyer
    • Access to online 5-part estate planning seminar
    • Credit of $100 to any other estate planning package

    $950.00

    THE STANDARD LEGACY PLAN

    The Standard Legacy Plan includes the three fundamental documents to any estate plan: a Will and two Powers of Attorney. The plan includes:

    • Initial Consultation with Client Ambassador
    • Estate Planning Guide
    • Checklist of Documents
    • Upload of documents to ReadyWhen Platform
    • Access to online 5-part estate planning seminar
    • 1 hour consultation with a lawyer
    • 30-minute collaborative meeting with financial advisor or accountant
    • Will, Power of Attorney for Property and Power of Attorney for Personal Care
    • Simple residual beneficiary distribution
    • One revision of documents

    FAMILY LEGACY ADD ON $100

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

    $1900.00

    THE STANDARD DUAL WILL LEGACY PLAN

    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 ReadyWhen Platform
    • Access to online 5-part estate planning seminar
    • 1 hour consultation with a lawyer
    • 30-minute collaborative meeting with 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
    • One revision of documents

    FAMILY LEGACY ADD ON $100

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

    The below packages are ideal for couples who wish to have joint estate plans and who share assets.

    $325.00

    The Review and Prep

    The review and prep package includes:

    • 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
    • Access to online 5-part estate planning seminar

    $1750.00

    THE STANDARD LEGACY PLAN FOR COUPLES

    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
    • Access to online 5-part estate planning seminar
    • 1 hour consultation with a lawyer
    • 30-minute collaborative meeting with 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

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

    $3250.00

    THE STANDARD DUAL WILL LEGACY PLAN

    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 Platform
    • Access to online 5-part estate planning seminar
    • 1 hour consultation with a lawyer
    • 30-minute collaborative meeting with 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

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

    Block Fees

    Standard Will
    $600.00
    Standard Codicil
    $350.00
    Standard Continuing Power of Attorney for Business Property
    $250.00
    Standard Primary and Secondary Wills
    $1650.00
    Standard Continuing Power of Attorney for Property and Standard Power of Attorney for Personal Care
    $400.00
    Real Estate Contract Review- Standard Power of Attorney for Personal Care
    $250.00
    Standard Continuing Power of Attorney for Property
    $250.00

    Hourly Billed

    Henson Disability Trust
    Complex Trust for Minors and Guardianship Directives
    Insurance Trust
    Alter Ego Trust
    Family Trust
    Joint Spousal Trust
    Complex Beneficiary Distributions

    All returning clients receive a 20% discount on residential real estate and standard estate planning services when services are completed within 6 months of their last transaction.

    Fees are exclusive of disbursements and subject to HST.

    The above fees are general and subject to change depending on the complexity of your matter. For more complex matters and a more precise fee, ask us about your particular circumstances.