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
• Providing you with the draft documents as well as instructions on how to sign the documents on your own

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

• Meeting you at our office to complete the signing of your Will and Powers of Attorney
• Receiving instructions from you after the documents have been prepared which are materially different from those previously given
• 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