Wills

What can you do with a will?

  • Set out what will happen to your assets when you pass away
  • Set out who will look after your assets when you pass away
  • Set out who will look after your children when you pass away
  • Set out when your children or other beneficiaries will receive your assets
  • Set out your funeral wishes

How does the process of getting a will work?

We use a simple 3-step process to prepare your estate plan.

Step 1 – Free Initial Consultation. Call or e-mail our office to arrange your free initial consultation. During this meeting we will get to know each other and figure out whether you would like to work with us and whether we can help you. We will answer any questions you have, including questions about us, how the law works, and how estate planning can help you in your situation. We will discuss your unique needs and desires. We will offer you a fixed fee quote for what needs to be done. If you would like to go ahead with this, we will gather the information we need from you to prepare your will and estate planning documents. The meeting typically lasts about half an hour, but can be as short or as long as you need, depending on the complexity of your situation.

 

 

 

Step 2 – We Prepare Your Documents
Once we’ve received all the information we need from you, we go ahead with preparing any estate planning documents you need, including a will, power of attorney for personal care, continuing power of attorney for property, a second will, a testamentary trust, or an insurance trust. We also provide you with a cover letter explaining all of the legalese in easy-to-understand English. Depending on our workload, this normally takes us about one week to complete. Once you have reviewed everything, if you have any questions, or would like any changes, we discuss this via email or telephone.

 

 

 

 

Step 3 – Finalize Your Plan
Once your estate planning documents are drafted, we will meet again and go through them together to make sure you understand everything. We then sign off on your documents. We discuss where to keep them, when to update them, and answer any final questions you have. You make payment for everything when you sign.

 

 

 

 

 

 

 

Bonus
We are here to help you every step of the way. The all our services include unlimited email and telephone support. We are normally able to answer emails and telephone calls the same business day. So if you have any questions along the way let us know and we will respond promptly.

Fees

Our fee for a will is $300, or for two wills for a couple, our fee is $400 (+hst).

See our fee schedule for more details.

What Information and Documents do I Need?

Normally you do not need any documents to start. You should have a rough idea of your assets and debts, but do not need to know their values to the penny. You will want to think in advance about who you want to run your estate when you pass away. If you have children, you will want to think in advance about who you want to look after them if both parents pass away.

TESTIMONIALS

“I found Jeffrey through his web site, which I really like. Jeffrey was extremely helpful and always answered all of my questions. He was very friendly and easy to work with. Jeffrey gave me the best advice he could each and every time, never imposing his thoughts on me. Then he allowed me to make my own decisions. I really liked working with Jeffrey by e-mail. Jeffrey likes e-mail, too. It’s the perfect way for me because I think better in writing. Then Jeffrey can answer my e-mail when it’s convenient for him. He was always responsive and accessible. I would absolutely recommend Jeffrey’s services to others.”

David Cook

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VISIT OUR OFFICE

440 Laurier Avenue West, 2nd Floor
Ottawa, Ontario K1R 7X6

(intersection of Laurier and Lyon)

From the Queensway, take any of the downtown exits, including the Metcalfe Street exit, Kent Street exit, or the Bronson Avenue exit.

You’re Invited to Call or E-Mail!

If you are considering a will, power of attorney, or trust — or have already made your decision — you’re invited to call or email us. We’ll explain how you can protect your loved ones and your assets. You can call us at (613) 519-0320 or email us using our contact form here.
wills and trusts