We provide personalized services to help you plan for the future. Our experience will ensure that your wishes are clearly expressed and implemented.
Most people tend to push off death and disability planning because it is often unpleasant to think about, and the needs of everyday life tend to occupy most of their time. However, proper planning for such events will ensure that your wishes are carried out and will help to ease the burden that falls on family and friends in an already stressful time.
We take the time to discuss all aspects of planning with you to ensure that comprehensive and well thought-out documents are prepared, addressing your specific circumstances and wishes.
The foundation of estate planning comes in the form of a will. Your will enables you to do a number of things:
- Name the executor (personal representative) of your choosing to administer your estate when you pass away
- Provide for appropriate guardianship and trusteeship for your children
- Delegate exactly how your assets should be distributed and to whom
- Dictate how you would like your remains to be dealt with and how you want your funeral to be conducted
- Provide authority to persons to deal with your online and social media accounts if you desire
- Provide instructions for care of your pets
Without a will, the administration of your estate will handled in accordance with legislated procedures and general orders of priority for distribution of your assets, appointment of your personal representative and guardianship of your children. For this reason, preparing a will ensures that you make these important decisions and appointments so that you can provide for your loved ones in the manner that you wish to.
Enduring Powers of Attorney and Personal Directives
While a will allows you to plan for death, the Enduring Power of Attorney and Personal Directive are documents that allow a person to set out their wishes and instructions in the event of mental or physical incapacity. Often overlooked, these documents can be vitally important in ensuring that your assets are properly managed, and that you are properly cared for, during any period of incapacity.
Your Enduring Power of Attorney will allow you to:
- Appoint an attorney of your choosing to manage your legal and financial affairs on your behalf during any period of incapacity
- Leave detailed instructions on how you wish for your assets to be managed
- Place restrictions on the powers of your attorney
Your Personal Directive will allow you to:
- Appoint an agent of your choosing to coordinate your medical and social decisions
- Express your instructions and wishes for social involvement, recreation, living accommodations and medical treatment in various circumstances
- Provide for appropriate guardianship and trusteeship for your children during any period of incapacity
- Ease the burden on loved ones faced with having to make difficult medical decisions on your behalf
Estate administration can be a daunting and stressful process for many people appointed as a personal representative, and it’s not hard to see why. While a Will may have properly appointed a personal representative, many aspects of estate administration require a Grant of Probate or Grant of Administration before the personal representative will be permitted to deal with certain assets, such as real property and bank accounts. Further, Personal Representatives take on great responsibility, and potential liability, which must be handled with care and experience.
Our goal is to help personal representatives diligently and efficiently administer the estate of the deceased person, while minimizing stress, conflict and liability.
Our estate administration services are focused on simplifying the role of the Personal Representative, and include:
- Assistance in reviewing and interpreting the will
- Preparing and submitting Applications for Grants of Probate or Grants of Administration
- Advising personal representatives on their duties and how best to carry them out, including providing information on the process and the steps to be completed
- Advising on liability and how to best to minimize any liability on the Personal Representative