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