It’s nice to meet you.
After a decade of offering support to bereaved families, I was drawn to this work as a means of helping alleviate unnecessary stress when the unthinkable happens.
My approach is client-centered. I carefully guide my clients through the many necessary decisions, and support them in having those difficult conversations. I also implement flat fees, and let you know up front if there will be any additional costs. I arrange meetings in my clients’ homes, my home office, or virtually.
If it is true that preparing your will is one of the unpleasantries of life, it is my goal to make the process as pleasant as possible
FAQs
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The process of writing a will has three stages. In the first stage we gather information and confirm your instructions. Following that I prepare a draft will for you and we meet again to review it together. The final step is the meeting to sign your will, after which it is legally valid and enforceable.
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Different types of assets can be owned in different ways, and may be treated differently by the law upon death. To ensure your will addresses your particular circumstances it is important that I understand all that you own and how you own it.
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While I can provide general information on how Canadian tax law applies upon death, I do not provide tax planning advice. I can work with your accountant if needed, to ensure your will gives effect to your estate plan.
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I provide my clients with all original documents for their safekeeping. We discuss best practices with regards to storage, so that you know exactly what to do with your will so it can be located quickly when needed.