Virtual Law Clerk Services

Please contact me for a no obligation consultation to discuss fees.

Estate Planning documents

Wills (simple, complex, Primary & Secondary)
Powers of Attorney, Living Wills & Advanced Directives
Mutual Wills Agreements
Affidavits of Execution
Virtual witnessing (in-person may be arranged depending on availability)
Proofreading

Applications for Certificate of Appointment

With and Without a Will
Notices of Application
Renunciation & Consents
Draft Orders
Applications to Remove an Estate Trustee
Application for Succeeding Estate Trustee/Ancillary Appointment

Real Estate Documents

Survivorship Applications
Transmission Applications

Estate Accounting

Informal Statements of Account
Releases

Estate Administration

Compile and/or prepare documents to liquidate assets.
Letters of Direction
Declarations of Transmission
Form completion
Estate Information Returns
Liaising with asset holders, property appraisers, accountants, Canada Revenue Agency and federal, provincial & municipal governments.
Notices to creditors
Ongoing POA Administration

Other Services

Affidavits & Undertakings
Administrative support – General Correspondence, Reports, Retainers, Accounts
Email and calendar management
Copy typing and dictation transcription.
Training
Precedent development
One-time projects