Client
Guides
Click on a button or title below to view one of our Client Guides.
Powers of attorney are powerful tools and an essential part of an effective plan for personal protection for you and your property.
Duties
of an Executor or Estate Trustee
Learn about the responsibilities and obligations you assume when you agree to act as an executor or estate trustee.
This guide outlines the compensation available to an executor or estate trustee.
Certificate
of Appointment of an Estate Trustee
This guide outlines the probate process.
Funeral
and Bodily Remains Wishes
This guide describes how a will can be used to express funeral wishes and preferences for burial or cremation.
Duties
of an Attorney for Property
When a grantor makes you an attorney under a power of attorney for property, there are a number of statutory and other responsibilities you are required to undertake. Review them in this Client Guide.
Duties
of an Attorney for Personal Care
A person who places his or her trust in you by naming you as an attorney under a power of attorney for personal care expects you to carry out your responsibilities in accordance with the requirements of the law. This Client Guide describes the duties and required record-keeping for an attorney acting under a power of attorney for personal care.
Compensation
for Attorneys Acting Under a Power of Attorney
This guide outlines the compensation available to an attorney acting under a power of attorney.
Procedures
for Signing your Will
Once you have taken the time to prepare a will, be sure that you follow the technical requirements for properly signing it. An incorrectly signed will document usually is held to be ineffective as a will by the court.
Procedures
for Signing your Power of Attorney
The requirements for signing a power of attorney are different from those that apply to the signing of a will and are governed by a totally separate statute. Be sure you have correctly signed your power of attorney for property.
Use this simple Estate Information Sheet form to keep track of the location of your assets in a summary format to assist your executor to locate your property. Keep an up to date copy with your important personal papers. We like to mail a fresh copy to all of our wills clients as part of our participation in the Make a Will Month program.
Personal
Planning Questionnaire
This is our personal planning questionnaire. It focuses information about you, your family and your property that you have to consider when preparing to make a will or powers of attorney. We use the information you provide to us in this document to prepare your will and powers of attorney.
How much do wills
and powers of attorney cost?
We set out our price list for basic wills and basic secondary wills. Wills and secondary wills involving spousal, family, Henson or other trusts are charged on an hourly basis.
PowerPoint
Presentation - Will Power
This is the slide set we use as part of our Make a Will Month presentations that outlines the benefits of using wills and powers of atrtroney in your personal planning.
PowerPoint
Presentation - Estate Planning for Smarties
This is the slide set we use as part of our employee group presentations that outlines the estate planning process.
Ideas
for your personal estate planning:
Make
a Will Month
Internet
Resources