The review and prep package includes:
The Standard Legacy Plan includes the three fundamental documents to any estate plan: a Will and two Powers of Attorney. The plan includes:
FAMILY LEGACY ADD ON $100
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:
FAMILY LEGACY ADD ON $100
The below packages are ideal for couples who wish to have joint estate plans and who share assets.
The review and prep package includes:
The Standard Legacy Plan for Couples for couples includes a basic estate plan distribution, and the following:
FAMILY LEGACY ADD ON $100
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:
FAMILY LEGACY ADD ON $100
READYWHEN
ReadyWhen is an online secure platform that provides proactive and reactive life planning guidance. Proactive guidance to help you easily enter, upload, and store the right information so you can share it with loved ones and trusted professionals. Reactive, so that when the inevitable does happen, ReadyWhen guides both your family and executor so they know what to do., who to contact, and how to manage a tough situation. We find it to be a useful tool for our clients and include the platform as part of our estate planning packages.
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.
