Estate Planning
Our process is streamlined and designed to make it easy to get started.
At Carter Notary, we have a particular passion around helping people with Estate Planning and having up-to-date Wills.
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 and are not burdened with additional stress during a difficult time of loss. Our goal is to walk you through the process and make our conversations around your Will and Estate personal, practical, and real.
Documents we can help you with
Link to: Power of Attorney
Power of Attorney
Powers of Attorney are an essential and valuable document in Estate planning.
Link to: Health Representation Agreement
Health Representation Agreement
Health Representation Agreements are valuable for incapacity planning.
Link to: Advance Health Directives
Advance Health Directives
Learn more about Advance Health Directives.
If you have a document that has not been listed, call our office at 250-383-4100 or send us an email at hello@carternotary.com
Tools and Resources
Meet with the Notary - Interview
For your 1st interview appointment, complete and send us your Questionnaire at least 2 business days in advance plus any relevant documentation (i.e. existing Wills, Power of Attorneys, separation agreements, birth certificate, etc.).
- Have at least one piece of primary ID available at the appointment (see accepted ID).
- Read our technology consent information form.
- Zoom invites will be sent 1-2 business days prior to the appointment.
**Only those creating their documents should attend the 1st appointment. Friends or family are welcome to help set up for the meeting, but they will be asked to leave the room once the interview is underway.
**See our cancellation policy**
Approve Draft Documents
After the interview, we prepare draft documents and send them to you for your review and approval. We ask for approval or any changes and feedback the day before your signing appointment for us to have ready.
Meet with the Notary - Signing
You need to bring 2 pieces of ID (see accepted ID) to your signing appointment.
After Documents are Signed
After signing, we provide both electronic and photocopy of final documents, plus you get the originals and any further instructions for completion (Power of Attorney, Health Representation Agreement). If attorneys and health representatives are located in Victoria, they can book an appointment and bring the originals to sign at our office.
All of the Wills we sign are registered with BC Vital Statistics Agency – Will Registry. 5 key pieces of information they need are: legal name, date of birth, birth location, date Will signed, and location of Will.
