ESTATE PLANNING
A thoughtful estate plan
can make a very difficult time
a little bit easier for your loved ones.
Whether you have just separated or divorced and looking to revisit your estate plan, or you are cohabitating or married, you may wish to consider what may now happen in the event of incapacity or death. Prenuptial or cohabitation agreements, separation agreements and divorces, children, and blended families, may require additional consideration.
Not having an estate plan in place may mean that your loved ones have to engage in possibly expensive and lengthy Court applications to become your guardian or trustee.
We are pleased to be able to offer estate planning services to help manage your financial affairs and reduce the potential for family conflict upon death or incapacity.
types of documents
Will
Your will details how your estate will be distributed in the event of death, including who is responsible for managing your estate (often called your “executor” or “personal representative”, or sometimes your “trustee”).
Your will may identify your beneficiaries, any legacy gifts, and who is to be responsible for your minor children on your passing.
Personal Directive
A personal directive provides direction to your “agent” about your wishes regarding personal decisions, such as medical treatment or where you live, in the event of incapacity. Your agent will then make decisions about these personal matters if you are not in a position to make them for yourself.
Power of Attorney
A power of attorney can assist you in managing your property or finances in the event you are unable to do so, such as incapacity (or even vacation out of country!). Your “attorney” is the person you appoint to look after your property or finances; they are not necessarily your lawyer – they could be a trusted friend or family member. As an example, through your power of attorney, you may grant your attorney the ability to deal with the sale of your home while you are in hospital (or relaxing on a beach).
Estate Planning Flat Fees
We are pleased to offer an initial free 30 minute consultation and flat fees for estate planning services. Fees listed below will be charged GST.
Packages
Individual Estate Package
Personal Directive + Power of Attorney + Will- Includes:
- Personal Directive
- Power of Attorney
- Will
Spousal Will Package
For married or adult interdependent relationships- These may or may not be mirrored wills depending on your unique circumstances.
Spousal Estate Package
For married or adult interdependent relationships- Includes:
- Personal Directives x2
- Powers of Attorney x 2
- Spousal Wills x 2
Individual Documents
Personal Directive
Making personal decisions in the event of incapacityWill
What happens on deathPower of Attorney
Managing your property or finances if you're unable to do soLet’s talk.