Protecting Your Legacy

FAQs

Why do I need a will?

1

A will ensures your assets are distributed according to your wishes and allows you to choose who will manage your estate. It can also help minimize delays, reduce potential disputes, and ensure your loved ones are properly provided for. Without a will, these decisions are made according to Ontario law - not your personal preferences.


What happens if I don’t have a will?

2

If you pass away without a will, your estate is distributed under Ontario’s intestacy rules. This can lead to unintended outcomes, delays, and additional costs for your family. You also lose the ability to choose your executor or make specific gifts, which can create unnecessary complications for your loved ones.


Do I really need a will if my situation is simple?

3

Even in straightforward situations, a will and powers of attorney are important. They ensure your wishes are clearly documented and help avoid unnecessary delays or complications. Most people benefit from having at least a basic estate plan in place.


How much does a will cost? Do you offer flat-fee services?

4

We offer most estate planning services on a flat-fee basis, so you know the cost upfront. Pricing depends on the complexity of your situation, but we provide clear quotes after an initial consultation—no surprises or hidden fees.


What’s included in your standard estate planning package?

5

Our estate planning packages typically include your will and powers of attorney for property and personal care. We also provide guidance to ensure your plan reflects your wishes and circumstances. More complex plans, including trusts or corporate considerations, can be tailored as needed.


What happens after I contact you?

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We begin with an initial consultation to understand your situation and goals. From there, we gather the necessary information, prepare draft documents, and review them with you before finalizing and signing. The process is straightforward and designed to be as efficient as possible.


How long does the process take?

7

For most clients, the estate planning process can be completed within one to two weeks, depending on complexity and responsiveness. More complex situations may take longer, but we aim to keep the process timely and efficient.


How should I prepare for my consult?

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It’s helpful to have a general overview of your assets, family situation, and any preferences for executors or beneficiaries. You don’t need to have everything finalized—we’ll guide you through the details during the process.


When should I be updating my will?

9

You should review and update your will when there are significant life changes, such as marriage, the birth of children, acquiring property, or changes in your financial situation. Regular updates help ensure your plan continues to reflect your wishes.


Do you also help with probate and estate administration?

10

Yes, we assist executors and families with probate applications and estate administration. We provide clear guidance throughout the process to help ensure everything is handled properly and efficiently during a difficult time.