SO WHAT, EXACTLY IS THE ULTIMATE ESTATE PLAN PACKAGE?
Hi, My name is Maureen and the Ultimate Estate Plan Package is a full and complete estate planning product that includes everything you need to ensure that when you are gone your loved ones will be protected, your assets will be secured and your wishes will be granted.
WHAT MAKES THE ULTIMATE ESTATE PLAN PACKAGE THE BEST OPTION?
The Ultimate Estate Plan Package includes everything you need to have your estate plan in order. Everything from your first consultation, to the final signing, all the documentation, secured storage and lifetime updates....all wrapped up in one simple, easy to complete package! A complete "done for you" package.
You Can Do This! It's as easy as selecting the package you want, filling out a simple form with your details, and scheduling your signing appointment. We have some Q&As down on this page but if you have any questions, just shoot us an email or give us a call at 416-477-5673 anytime.
As Quick As 48 Hours: After making a few decision about your assets & loved ones, just submit your information, select your package and schedule your signing appointment. The whole process can be done within 2-3 days and sometimes even the same day. I know! Can you believe it?
HOW IT WORKS IN 4 SIMPLE STEPS
SELECT YOUR PACKAGE
Are you single or married? One set of documents or two? Pretty simple! If you're common law talk your partner into doing this with you...especially if you have kiddos together!
SUBMIT YOUR DETAILS
Decide who will take care of everything for you when you're gone AND who will take care of your children if you and your spouse, unfortunately die together. Submit this along with other information on our secured site.
SCHEDULE YOUR SIGNING APPOINTMENT
Use our online scheduling system to book your signing appointment directly into our office calendar. You can probably find a spot open within 2-3 business days.
COME IN AND SIGN YOUR ESTATE DOCUMENTS
We'll have your documents ready before your scheduled appointment and can make any changes right there on the spot so that you're walking out of our office with a copy of your will in hand. From there it goes into our secured vault for safe keeping.
The Ultimate Estate Plan Package includes everything you need to ensure your estate plan is in order.
YOUR LAST WILL AND TESTAMENT
Your Last Will & Testament tells your executor and your loved ones how you want your estate to be handled. It includes things like who will take care of your children and pets, what will happen to your assets and any special instructions you would like taken care of.
POWER OF ATTORNEY FOR PERSONAL CARE
Your Power of Attorney for Personal Care will instruct the person you choose to make decisions on your behalf if you are unable to. It can instruct someone to make decisions for medical care in a variety of situations.
POWER OF ATTORNEY FOR PROPERTY CARE
Your Power of Attorney for Property will identify the person of your choice to make decisions on your behalf (related to your property) if you are unable to.
Our Lifetime Membership includes secured storage of all your estate plan documents, lifetime discussions about your estate along with any document updates you need, and legal signatures and seals on a variety of other non-estate related documents.
Estimated Value: $4,500
WHAT IS THE
Our firms Lifetime Membership includes the following - a value that is hard to beat!
*Free document signatures include affidavits, commissioned documents, notary public requiring seals and travel consent letters.
“When I think of Maureen the one word that comes to mind and truly reflects who she is, is 'shine'. She has the amazing ability to 'shine bright like a diamond' in everything she does, her inner beauty, her kindness, her professionalism to her legal practice, her sympathy for others, and I could go on and on.
I would highly recommend Maureen's legal services, as all the clients I have ever referred 'love her and her warmth'. As the saying goes... 'a shining star never looses its luster'. I could myself lucky to call her not only my 'lawyer' but my friend."
“Maureen is very outgoing and friendly. She is unlike most lawyers I have ever met, she makes the client feel very comfortable and at east. We had our will done with her, she was sensitive, caring, informal and at the same time professional. We felt like we were telling a good friend about our wishes.”
“Maureen has done an excellent job with my own & several of my client's Wills & their Power of Attorney. I not only tell everyone to have these documents in place, I make it a point to strongly recommend having Maureen draw these up. She is amazing!"
“Maureen helped my wife and I with our Wills. We just had our second child and Maureen went beyond what any lawyer would do. She actually made a house call. This amazing service and helpful attitude makes Maureen easy to recommend to anyone I know personally.”
“Recently, I needed some advice and to update my will and Maureen completed that task at a very reasonable cost. In addition, I also needed an agreement drawn up and again Maureen made recommendations, gave me information to follow up websites for more information that was helpful during the process. She has a friendly team of people working within her office and her rates are very reasonable.
I would highly recommend Maureen to anyone in need of a personable, friendly lawyer who always put's her client's best interest first.”
100% Risk Free
The Ultimate Estate Planning Package
If there is no will at the time of your death, your assets and property will be distributed according to intestacy laws. These are extremely inflexible statues that can prevent your property from being given to the people you intend it to go to. The government says who gets what. In Ontario, the government says that your spouse gets the first $200,000 of your Estate. If your Estate is worth more than $200,000, then this has to be shared by your spouse and equally with your children. Your children's money, if they are minors, would be held by the government and then handed to them at 18 years old. If you have no spouse or children, then your parents would get your Estate. If you have no parents, then it would go to your brothers and sisters.
Yes, a will prepared and signed by you may be sufficient with two witnesses present may be upheld as valid. However, we do not recommend preparing your own will. Honestly, there are a lot of things that can go wrong. But as with anything… you don’t know what you don’t know! You may not prepare the document properly, you may incorrectly draft the contents, or you may leave out information. Also, the most common mistake is the way a will gets executed (fancy way of saying “signed”.) We make sure this happens legally and that the witnesses sign the appropriate affidavits. How will you know you got it right with no mistakes? Usually not until its too late!
If you have a signed will that you or another lawyer has prepared, why not send it to us for our review. That way you can rest easy that its not going to be a problem.
This is not a complex process! To get started just a simple online questionnaire needs to be filled out. We take care of the rest for you. We provide detailed instructions on everything you need to think about when completing the questionnaire. The only other thing you need to do is to schedule an appointment to meet with us. You can come to our office in Mississauga or we can come to your home or office or other convenient location. We have appointment times days, evenings, and weekends to see your schedule.
If you have a signed will that you or another lawyer has prepared, why not send it to us for our review. That way you can rest easy that it's not going to be a problem.
Your will should be reviewed often. That’s one of the reasons that our law firm has decided to offer free updates. We never want people putting off a review of their estate planning documents because of the cost. Your documents may be invalid and need modified following a marriage, divorce, death of spouse or relative, the birth of a child, if your executor dies or you lose touch, or any other major changes in your personal or financial situation.
Probate fees or probate tax (also known as Ontario Estate Administration Tax) is a fee paid to the government when your executor applies to the court to have your executor (Estate Trustee) properly appointed when you pass away.
If you don't have a temporary and permanent guardian appointed in your will then it is possible that your children would be taken into police custody and then later child services. You can imagine how traumatic this would be for young children. If no ones knows who will be the permanent guardian for your children? The answer is that somebody will have to be appointed by a judge to be the guardian. Usually the person who is appointed is someone who applies to the court to be the guardian. But what if more than one person applies? If it turns out that families don't get along and different sides are wanting guardianship then the decision will be made by a judge – someone that doesn't even know your kids or your family.
I always suggest that the two spouses have the same back-ups for executors and beneficiaries. Otherwise you could have the weird result that things would end up different depending on who dies first. You want it to be the same no matter if one dies before the other or you both die together.
If your original was kept with the lawyer who prepared it, and you can’t get a hold of the lawyer any longer, then you can potentially find your will in the “lost will database” with the Law Society of Upper Canada. Lawyers are required to have a succession plan for wills in their care but as a fail-safe plan, the law society takes care of wills without a home. You should know where your will is at all times because if it can’t be found - it’s the same as if you never had one and the government rules will apply to your estate. A copy will not suffice.
If you still have questions about estate planning or your estate plan specifically contact us here or give us a call at 416-477-5673.
P.S.: I strongly encourage you to get your estate plan in order. If not now, when? You have nothing to lose as you can update your will at any time. The important part is just to get it into place now. Protect your family and your assets. The Ultimate Estate Plan Package is all inclusive, easy and fast! You know you need it, let's get it done together!