From personal experience, we have seen the shock of unexpected events, the lack of a Will, improper planning, and the financial and emotional impact on family and loved ones. Fortunately, we have also seen the opposite, and know how a well-prepared Will protects and ensures surviving loved ones are treated with respect and fairness nor burdened with additional stress during a difficult time of loss.
Depending on your situation, crafting a straight-forward Will may be challenging. Will disputes and estate litigation is increasing, and you may not realize that your situation holds risk factors. With us, you will receive the insight, guidance, and advice needed to help you make the best-informed decisions regarding what you include in your Will.
Your Will might be simple, but life often isn’t. Do you think you need to update your Will? A good rule of thumb is to review your Will every 3-5 years, as well as whenever you have a life change.
Creating a Will is a significant step in managing your personal affairs and ensuring your assets are distributed according to your wishes after your passing. The following is a list of life events that commonly prompt individuals to consider drafting or updating a Will:
- Marriage or Divorce: Beginning or ending a marital relationship
- Birth or Adoption of a Child: Adding a child or grandchild to the family
- Acquisition of Significant Assets: Purchasing property, receiving an inheritance, or significant changes in financial status
- Starting a Business: Business owners may need to plan for the future of their business after they are gone
- Retirement: As individuals age and circumstances change, they often consider how to distribute their accumulated assets
- Health Changes: Serious or terminal illnesses can change your financial landscape
- Change in Beneficiary Circumstances: Changes in the life circumstances of beneficiaries or your relationship with them is estranged, such as marriages, divorces, or deaths
- Legal Changes: Alterations in estate laws or tax regulations can affect how assets are handled
- Moving to or From a Different Province or Country: Different regions have varying laws regarding estate planning
- Incapacity of Appointed People: Someone chosen to complete directives is now unable to perform their designated roles
- Loss of a Family Member or Beneficiary: If any person named in your documents has passed away
- Periodic Review: Even without a specific event, it’s advisable to review and possibly update your Will periodically to reflect current wishes and circumstances
Remember, having a Will is crucial for ensuring your assets are distributed as you desire and can greatly simplify the process for your loved ones during a difficult time.
Our Process if You Need a Will
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Download and fill out the Will questionnaire. You may either email it to us or drop it off at our office location. We will contact you to book your interview appointment.
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Attend your interview appointment (virtual option available, some conditions apply).
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Receive your documents to preview before your scheduled signing appointment.
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Attend your signing appointment (virtual option available, some conditions apply).