WILLS, ESTATE & INCAPACITY PLANNING
Plans that reflect your life and protect the people in it (including you).
Estate planning isn't only about having a Will and what happens when you die. It's about making sure the people and things you care about are looked after at every stage of life.
A good estate plan is one you understand. We take the time to walk you through your options, address your questions and craft documents that reflect your current and anticipated living situation. Not a template.
WHY IT MATTERS
Estate planning is an umbrella concept; it's a lifelong process, not a one-time task.
Many people put off estate planning because it feels overwhelming, morbid, or like something they can deal with later. But having the right documents in place is one of the most practical things you can do for yourself and the people you love.
​
Whether you're getting your first Will sorted, updating documents after a major life change, or putting a more comprehensive plan in place, we'll help you figure out what you may need or want.
WHAT WE PREPARE
The main documents that make up an estate plan.
Will
Sets out how your estate is to be distributed after your death and names a personal representative (executor) to follow your plan and carry out your wishes.
Enduring Power of Attorney (EPA)
Authorizes a person you trust to manage your financial, real estate and legal affairs if you become mentally or physically incapable.
Personal Directive (PD)
Appoints someone you trust to make personal, day-to-day and healthcare decisions on your behalf if you are unable to do so.
Trust
A legal arrangement to hold and manage assets for the benefit of another person. Often used for minor children or dependents. Can be either a separate document from the Will or drafted within the Will (testamentary trust).
Codicil or Amendment
A legal amendment to an existing Will, EPA or PD. Used when a minor update is needed without replacing the entire document. Think: minor substitutions.
Transfer of Land
Transfer of real property as part of your estate plan. For example, adding a spouse to the home title or adult children to the cabin title.
HOW IT WORKS
A straightforward process from first conversation
to signed documents.
01
Reach out
Send us a message, email, or call to start the conversation. We typically reply the same day.
02
Strategy meeting
A 60-minute meeting with Kendall to talk through your situation, your wishes, and what documents make sense for you.
03
Drafting and review
We prepare your documents and give you time to review everything carefully before your signing meeting. Review at your own pace.
04
Signing meeting
A 30 to 45-minute in-person meeting to sign your documents properly. You leave with fully executed originals and a digital copy.
PACKAGE PRICING
Flat-fee packages for most situations.
The fees below are flat-fee ranges for a Will, Enduring Power of Attorney and Personal Directive (or one of each for couples). A personalized quote will be provided if needed following the initial meeting. Contact us for a quote if you're looking for a single document (e.g. a Will, EPA, PD on its own, or amendment to). Please note that we do not store original Wills, nor do we offer mutual Will arrangements.
STUDENT ESTATE PLAN
​
INCLUDES​​
-
1 intake meeting + 1 x 30-min signing meeting;
-
Up to 2 personal representatives (1 primary + 1 alternate);
-
Will: up to 1 specific gifts, up to 2 residual beneficiaries, and a simultaneous death provision;
-
1 round of minor revisions to drafts;
-
1 set of fully signed documents + e-copy;
-
Free digital contact list for you to personalize.​
FIT FOR
→ 18–26 yr old AND currently enrolled in or recently completed (within 1 year) a post-secondary, trade or apprenticeship program. Notify at booking.​
​
​​
Individual
Will, Enduring Power of Attorney and Personal Directive
(3 Documents)
$650 + GST
Fresh grad discount
High school grad within 2 years, ages 18–21. Notify at booking.
$150 off → $500 + GST
Fixed scope. Anything outside this package is subject to extra fees. Digital copies provided with in-person meetings at our office. Payment in 1 or 2-installments by credit card or e-transfer.
INCLUDES​
-
1 60-min strategy meeting + 1 x 30-min signing meeting;
-
Up to 3 personal representatives (1 primary + 2 alternates);
-
Will: up to 2 specific gifts, up to 2 residual beneficiaries, and a simultaneous death provision;
-
up to 1 round of minor revisions to drafts;
-
Advice regarding your beneficiary designations;
-
Advice regarding guardianship of minor children;
-
Advice regarding potential challenges to your estate;
-
1 set of fully signed documents + e-copy;
-
Complimentary digital copy of contact list for you to personalize.​
FIT FOR
→ 18+ with mental capacity, desire to estate plan and to keep things simple.
​
NOT FIT FOR
→ individuals with minors or dependents. See pkg C.
​​
​
COMMON ADD-ONS​
+ Non-mirrored wills (couples)
+ Gift of real property
+ Review of property division agreements
+ Testamentary trusts for grandchildren, nieces / nephews or vulnerable beneficiaries
​​
Individual
Will, Enduring Power of Attorney and Personal Directive (3 Documents)
$950 + GST
Couples
Wills, Enduring Powers of Attorney and Personal Directives (6 Documents)
$1,500 + GST
Fixed scope. Anything outside this package is subject to extra fees. Digital copies provided with in-person meetings at our office. Payment in 1 or 2-installments by credit card, e-transfer or cheque.
INCLUDES​ Everything in pkg B and:​
-
Guardianship provisions for minor children;
-
Testamentary trust(s) for minor or vulnerable beneficiaries;
-
RESP and registered account beneficiary guidance;
-
Extended consultation time for more complex estates;
-
1 set of fully signed documents + e-copy;
-
Complimentary digital copy of contact list for you to customize.​
FIT FOR​
→ Parents with minor children
→ Blended families
→ Those with registered accounts and beneficiary planning needs
→ Estates with vulnerable beneficiaries​
​​
Individual
Will, Enduring Power of Attorney and Personal Directive (3 Documents)
$1,100 + GST
Couples
Wills, Enduring Powers of Attorney and Personal Directives (6 Documents)
$1,800 + GST
New parent discount
We’ve been there too. A parent discount is available for individuals and couples with children aged newborn to 2 years. Please mention it when booking.
20% off
Fixed scope. Services outside this package are subject to extra fees. Digital copies provided with in-person meetings at our office. Payment in 1 or 2-installments by credit card, e-transfer or cheque.
EXTRA FEES MAY APPLY:
- Non-mirrored wills (Couples only) ($75-$300);
-
Additional contingency layer ($75-$150);
-
Unequal distribution among children or grandchildren ($75-$300);
-
Gift of real property ($100-$200);
-
Drafting and incorporating life estates (time spent basis) Note: transfer costs are separate;
-
Business interests ($75-$300);
-
Testamentary trusts (pkg A & B only) (time spent basis);
​
UNIQUE TO OLD DOCS
-
Consulting on old/current wills, EPAs, PDs and other property agreements (time spent basis);
-
Additional rounds of drafting beyond 1st revision, or specialized drafting, e.g. trusts, non-standard clauses (time spent basis);
-
Additional meetings beyond the 2 included in the packages (time spent basis);
-
Correspondence with third parties (time spent basis);
​
UNIQUE TO APPOINTMENTS
-
Revisions during the signing meeting (from $100);
-
Off-site for home or hospital-based meeting (from $150 - location dependent);
-
Providing witness for off-site meeting (from $150);
-
Rushes less than 10 business days ($250);
-
Video-signing meeting (from $300);
​
3rd PARTY AND OTHER COSTS
-
Registry searches or registered mail (cost recovery basis);
-
Additional copies of signed documents or notarized copies at signing meeting ($5.00 per copy).
​
Extras are identified during your strategy meeting and confirmed with you before drafting begins. No surprises.