Estate Planning Services
Protect your family\'s future with comprehensive estate planning. Included with every Personal Legal Service Plan.
Last Will & Testament
A Will is the foundation of any estate plan. It specifies how your assets should be distributed, names guardians for minor children, and designates an executor to carry out your wishes.
What\'s Included: Standard Will preparation is included with all Personal Legal Service Plans. Preferred and Premium plans include annual reviews and updates. The Will may include a testamentary children's trust.
Living Will / Advance Directive
A Living Will (also known as an Advance Care Plan or Advance Directive) outlines your wishes for end-of-life medical care. It ensures your healthcare preferences are known and followed if you become unable to communicate them.
What\'s Included: Power of Attorney for Personal Care/Health is included with all Personal Legal Service Plans. Preferred and Premium plans include annual reviews and amendments.
Power of Attorney
A Power of Attorney grants a trusted individual the legal authority to make decisions on your behalf. In Canada, this includes Power of Attorney for Property (financial decisions) and Power of Attorney for Personal Care/Health (medical decisions).
What\'s Included: Both POA for Property and POA for Personal Care/Health are included. Preferred and Premium plans include the ability to review and amend once per membership year.
Trusts
A Trust is a legal arrangement where assets are held by a trustee for the benefit of named beneficiaries. Trusts can help avoid probate, reduce estate taxes, and protect assets for future generations.
What\'s Included: Trust creation is not a standard plan inclusion, but members can receive consultation on whether a trust is appropriate and have one prepared by their provider lawyer at the preferred member discount rate (15-25% off standard hourly rates).
Get Started with Estate Planning
Every Personal Legal Service Plan includes Will preparation and Power of Attorney. Premium plans add probate services and more.