Planning Your Estate Over the Holidays

The awkward financial topic your family should discuss this holiday season – The Globe and Mail

The holiday season is an excellent time to connect with family and friends and relax. Many of us relax and step back from work, school, or other obligations.

This time of year is also a great opportunity to sit down and have a chat with your loved ones about estate planning. Talking about estate planning allows for an opportunity to clarify your wishes, and to speak with your executor and beneficiaries. It also helps to understand if your will is up-to-date, or if you need a new will.

In the long run, it is far more uncomfortable and stressful to deal with the estate of a loved one if they left no instructions or information behind. That’s why it is important to set aside time to plan and organize your information.

Please see the attached article from The Globe and Mail (Rob Carrick) and follow some of the great thoughts provided by Mr. Edey about estate planning during the holidays.


Happy holidays from The Carter Notary Team!

Holiday Hours

Holiday hours and available drop-in hours:

**Please call our office beforehand to confirm documents and book an appointment**

OR Visit our online booking page to view available times!

December 24th – CLOSED

December 27th – CLOSED

December 28th – 12-2PM

December 31st – CLOSED

January 3rd – CLOSED

January 4th – Normal hours! (8:30AM – 5PM)

December 2021 Notary News

Click HERE to view our December 2021 Notary Newsletter!

There were some great tips on efficient vaccine passport access, and our local charity feature: KidSport.

Our Think Local section featured 3 amazing businesses in Greater Victoria. Thank you to Iron & Wood Golf Simulator, Malahat Skywalk, and Butchart Gardens!

Wishing you and your family a safe and Happy Holiday season!

– From Beverly & The Carter Notary Team

Vaccine Passport – How to Get Easy Access!

Step-By-Step Guide to Easily Access Your Vaccine Passport

We are asked for proof of vaccination on a daily basis, which can become a repetitive, and tedious task to pull out a photo of your personal QR code.

To help with this problem, we have set up a step-by-step guide to set up a shortcut to all your vaccination documentation. We use the notes app on our phone to store a photo of our ID, Vaccine Passport, and Vaccine Card. Click the link below to follow along!

How to get easy access to your vaccine records

Think Local For The Holidays!

This holiday season, we ask that you try to think local!

We are excited to have appeared in Chek TV’s “Think Local” holiday section to increase awareness for local businesses. Click HERE to watch!

If you are looking for a holiday gift idea, please consider purchasing a copy of our Estate Workbook: Life Organizing Guide. It’s a great way to organize information for any stage of life. It helps you keep track of your important home, financial, family, and personal details.

Visit our website at to order a copy!

November 2021 Notary News

Click HERE to view our November 2021 Notary Newsletter!


November’s edition included an exciting wedding celebration!

 Also, thank you to BC Ferries Connector and the Victoria HarbourCats for featuring in our “Think Local” section!



Our client centered philosophy

Positive customer review

Customer review from October 28, 2021.

We are always pleased when a customer leaves our office feeling satisfied with their experience. Our team focuses on providing a high level of service for every client. Our client centered philosophy aims to help put our customers at ease and increase their understanding around their notable documents throughout the various legal processes.

Thank you Leah for your kind words!


Summer Giveaway Winners Announced

Congratulations to the winners of our summer newsletter! Thank you to everyone who entered.

Missed our newsletter? Interested in the B.C. homeowner’s grant, Canada’s new mortgage stress test rules, or the process it takes to become a Notary Public in B.C? Though our draw has closed, you can still read our newsletter here!

Have a happy and healthy summer, and check back soon for our next update!

June 2021 Notary Newsletter

Click HERE to view our June 2021 Notary Newsletter

The Education of a BC Notary From a Student’s Perspective

Have you heard our Notary in training, Vicky Helmink, has published an article in The Scrivener?  Interested in what it takes to become a BC Notary? Click here to view Vicky’s article on The Education of a BC Notary From a Student’s Perspective.