Your AGBL Estate Plan will include:

Basic Will(s), Continuing Powers of Attorney for Personal Care and Continuing Powers of Attorney for Property, a Health Care Directive, Escrow Directions for security, a personalized Executor’s Instruction Sheet for your named executor(s), an electronic & hardcopy set of all documents, a comprehensive & detailed reporting letter, all Affidavits of Witness for all documents & a set of laminated wallet cards containing Personal Powers of Attorney information.

What to consider and bring with you for your Estate Planning Consultation:

  1. Full name of the person and back-up person(s) you wish to name as executor(s)
  2. Full name of the person and back-up person(s) you wish to name as an attorney(s) for financial decisions (POA) in the event that you become incapacitated
  3. Full name of the person and back-up person(s) you wish to name as attorney(s) medical decisions (POA) in the event that you become incapacitated
  4. If you have minor children: the full name of the person(s) you wish to appoint as guardian(s) (Do you have children with special needs?)
  5. If you were married: bring a copy of the Separation Agreement, Court Order and/or the Certificate of Divorce
  6. If you own real estate: if possible, bring a copy of the title deed or know how you hold title to the property. (Do you own property outside of Ontario? A cottage? Property abroad?)
  7. Create a list of who you named as beneficiaries on documents such as RRSPs, bank accounts, investments, pensions, life insurance plans etc.
  8. Copies of any prepaid funeral arrangements, burial, idea of last wishes (i.e. cremation)
  9. Full addresses and contact particulars for all persons named above