Wills, Powers of Attorney and Estate Planning
Michele helps clients plan for the future in many ways, including:
- Wills, Deeds of Gift
- Estate and tax planning including dealing with challenging family situations, business interests, and assets located outside of Ontario
- Creating Powers of Attorney for Property and Personal Care
- Creating Family Trusts or other trusts where necessary
Our process starts with homework for the client, with our information form. It helps you think about the decisions you need to make and confirm what assets you have, how you own them, and any beneficiary designations you have made.
The initial meeting is a review of your information and a planning session, where you will learn what happens to your family and assets upon your death or incapacity. This informational meeting gives you the facts you need to make the best decisions for you, your family and your business.
You’ll find a range of flat fees, agreed to in advance during the planning meeting, so you will know after our first meeting just how much this is all going to cost.
Start Now or call (613) 933-7720.