Single Will & 2 POAs

As part of this retainer we will provide the following services, all of which are included in the fee that has been quoted to you:

• A video conference to discuss your estate plan and receive instructions from you
• Drafting 1 Will, 1 Power of Attorney for Property and 1 Power of Attorney for Personal Care as per your instructions
• Meeting you at our office to complete the signing of your Will and Powers of Attorney

The fee quoted to you will not include the following additional services:

• Changing the documents after they have already been approved by you and prepared for signing
• Receiving revised instructions from you after our video conference that are materially different from those given to us during the video conference
• Verification of the value, ownership and associated tax liabilities of your assets
• Preparation of Multiple Wills
• Preparation of Mutual Wills
• Preparation of a Spousal Trust
• Provision of legal advice on how foreign succession or tax laws will impact your estate or your beneficiaries – On this point, you will need to obtain legal advice from a lawyer licensed to practice law in the foreign jurisdiction.
• Provision of advice with respect to income tax planning – On this point, you will need to speak to your accountant or a tax lawyer.

* if you are interested in any of the above, ask us about the applicable fees