Couples Package

Take time to plan your affairs. Whether you are about to buy your first home, thinking of moving, or are simply refinancing, now is the time to add a Power of Attorney and a Will to your estate planning.

Simple Estate Service

We offer Simple Estate services for set fees. A Simple Estate refers to:

A person with or without children wishing to will all their belongings to their children or next-of-kin in equal shares.
A couple with or without children in which each partner wishes to will all their belongings to their spouse or, should their spouse not survive them for 30 days, to their children or next-of-kin in equal shares.
A couple in which each partner wishes to name their spouse as Attorney with power to do anything on their behalf (including disposing of property and making decisions for personal care).

More complicated estates may require additional care. If you have specific requests and instructions, own property other than a home, its contents, cars, and modest savings, have extended families, and so on; please contact our office to discuss our customized packages.

Get Started with our Simple Estate Service

To ensure we draft an effective Will and/or Power of Attorney (POA), please provide the information in this form to get started.

About You and Your Spouse

Please note: this Intake Form is designed for couples wishing to create "mirror wills" (i.e. wills executed by two individuals that contain nearly identical provisions). Only one Intake Form is needed per couple. Simply click on the "Add Testator" button to duplicate this section and provide information about you AND your spouse.

Testators

Testator's full name:	Actions

There are no records entered.

Click the "Add Testator" button to duplicate this section

Do either one of you have an existing will?*

Do you wish to revoke that will?*

Do either one of you have children or dependents?*

Yes, together

Yes, from previous relationship(s)

No

Other (please provide more details below)

Please provide the following information for each child/dependent:*

Name

Date of birth

Please provide the following information for each child/dependent (from previous relationships):*

Name

Date of birth

If you have answered "other", please provide more details below:

Do you wish to name legal guardians for your minor children?*

A form for the Designation of Guardians will be provided at the time of your signing appointment.

About Your Estate

Do you (and/or your spouse) own assets* in Ontario?*

Yes

No, but will be acquiring property in Ontario in the near future

No, all of our assets are located outside of Ontario (*PLEASE CONTACT OUR OFFICE*)

(*Examples of assets: houses or cottages, bank accounts, investments, vehicles and vessels, business interests, insurance, etc.)

Are ALL of your assets located within the province of Ontario?*

Please provide details:

About Your Executors

EXECUTORS

Your executor, also known as "Estate Trustee", is the person who will be responsible to manage and administer your estate according to the terms of your Will and according to applicable laws.

You may name your spouse, a family member, a friend, a trust company, or another trusted professional as your executor.

Please note that while you may name more than one person as "co-executors", co-executors must always act together. They will not have the power to act separately. It is therefore recommended that you name individuals who reside in proximity to each other.

We also generally recommend that you choose executor(s) who live within the province of Ontario or, at a minimum, within Canada.

As spouses, do you wish to name each other as PRIMARY executor and beneficiary of each other's will?*

If you do not wish to name your spouse as the primary executor or beneficiary of your estate, please contact our office to schedule a consultation. A customized package might be required.

In the event that your spouse cannot or refuses to act, who do you wish to name as ALTERNATE executor(s)?*

Name:

Address:

Relationship to the both of you:

If not each other, who do you wish to appoint as the PRIMARY executor of your wills?*

Name:

Address:

Relationship to the both of you:

In the event that your PRIMARY executor(s) cannot or refuses to act, who do you wish to name as ALTERNATE executor(s)?*

Name:

Address:

Relationship to the both of you:

About Your Beneficiaries

BENEFICIARIES

Your beneficiaries are the people, or organizations, who will benefit from the distribution of your estate. They will receive a share of the inheritance.

Most couples will name their spouse as the primary and sole beneficiary of the estate, with their children as "alternate beneficiaries".

You should consider naming a primary and an alternate beneficiary (or beneficiaries).

Should your spouse predecease you, who do you wish to name as ALTERNATE beneficiary/beneficiaries?:*

For each ALTERNATE beneficiary, please provide the full legal name, date of birth, address and relationship to you:

Name:

Date of Birth:

City and/or Province of Residence:

Relationship to you:

% of the estate (or specific amount)

If you do not wish to name your spouse* as the primary beneficiary of your estate, then who do you wish to name as PRIMARY beneficiary/beneficiaries?:*

*Please note that your estate might be subject to spousal or matrimonial rights.

For each PRIMARY beneficiary, please provide the full legal name, date of birth, address and relationship to you:

Name:

Date of Birth:

City and/or Province of Residence:

Relationship to you:

% of the estate (or specific amount)

Who do you wish to name as ALTERNATE beneficiary/beneficiaries? For each ALTERNATE beneficiary, please provide the full legal name, date of birth, address and relationship to you:

Name:

Date of Birth:

City and/or Province of Residence:

Relationship to you:

% of the estate (or specific amount)

You may provide additional details here:

Other General Provisions (about your Beneficiaries)

According to Ontario laws, a beneficiary's spouse may be entitled to share in a beneficiary’s inheritance. Do you wish to limit the right of a spouse to share in a beneficiary’s inheritance to the extent permitted by law?*

Answering yes to this question could protect the inheritance from being considered as matrimonial property in the event of a divorce or separation.

If there is a possibility that one of your beneficiaries could receive a share of the inheritance at a young age (e.g. children or grandchildren), your Executor(s) could hold that share in trust until the beneficiary is deemed old enough to receive it. If applicable, please select the age at which all beneficiaries are to receive their inheritance:*

Do you wish to exclude children born out of wedlock from your will?

(Adopted children and children whose parents later marry excepted.)

POWER OF ATTORNEYS

A Power of Attorney is a document that you sign to give someone you trust the authority to make decisions and sign documents on your behalf. The person you name is referred to as your "Attorney".

The person you appoint as your "attorney" can be your spouse, a family member, a friend, or a professional entity. Your attorney does not need to be a lawyer.

You may name more than one person to act as your "co-Attorneys". Although co-Attorneys can be given the power to act separately, we generally recommend that you name individuals who are in close proximity from you and from each other.

At Guertin Poirier, we offer two types of Power of Attorneys:

1) Power of Attorney for Property: to give authority over your finances and property. This document can be used to allow your Attorney to manage your bank accounts, pay your bills, maintain or sell your house, collect money for you, etc.

2) Power of Attorney for Personal Care: to give authority over your personal health and care decisions. Should you become mentally incapable, this documents could allow your Attorney to make decisions about your health care, housing, meals and clothings, etc.

More information about Power of Attorneys can be found on the Government of Canada's Website: https://www.canada.ca/en/employment-social-development/corporate/seniors/forum/power-attorney-financial.html

Power of Attorney for Property

Do you wish to create a new Power of Attorney for Property?*

Do you wish to revoke any previously made Power of Attorney for Property*

Who would you like to appoint as your PRIMARY Attorney for Property?

Spouse

Other

If not your spouse, then who would you like to appoint as your PRIMARY Attorney for Property? Please provide their full details below. You may name more than one person as your Attorneys:

Name:

City and Province of Residence:

Relationship to you:

If you have named more than one PRIMARY Attorney for Property, would you like them to have the authority to act separately?*

In the event your PRIMARY Attorney(s) cannot or will not act because of refusal, resignation, death, mental incapacity, or removal by the court; who would you like to appoint as your SUBSTITUTE Attorney(s) for Property? Please provide their full details below. You may name more than one person:

Name:

City and Province of Residence:

Relationship to you:

If you have named more than one SUBSTITUTE Attorney for Property, would you like them to have the authority to act separately?

Your Power of Attorney for Property may be used whether or not you become mentally incapable. The law however permits you to limit your attorney’s authority. This is OPTIONAL. Other limitations of powers are also possible. How do you wish to limit your attorney's authority?*

Power of Attorney for Personal Care

Do you wish to create a new Power of Attorney for Personal Care?*

Do you wish to revoke any previously made Power of Attorney for Personal Care?*

Who would you like to appoint as your PRIMARY Attorney for Personal Care?

If not your spouse, then who would you like to appoint as your PRIMARY Attorney for Personal Care? Please provide their full details below. You may name more than one person:

Name:

City and Province of Residence:

Relationship to you:

If you have named more than one PRIMARY Attorney for Personal Care, would you like them to have the authority to act separately?*

In the event your PRIMARY Attorney(s) cannot or will not act because of refusal, resignation, death, mental incapacity, or removal by the court; who would you like to appoint as your SUBSTITUTE Attorney(s) for Personal Care? Please provide their full details below. You may name more than one person:

Name:

City and Province of Residence:

Relationship to you:

If you have named more than one SUBSTITUTE Attorney for Personal Care, would you like them to have the authority to act separately?

Optional

How did you hear about us?

What is your preferred language for all communications with our office?

Do you have any questions or comments about this form or our services?

Supporting Documentation

Please note that we will require a copy of the front and back of two (2) pieces of Identification for each testator in order to prepare your file. You may bring these with you at the time of your appointment so that we may make a copy for your file. You may also choose to send scanned copies to us by email or fax at (613) 744-3171.

Examples of acceptable forms of ID are:

driver’s licence
passport
major credit cards (must be signed and not expired)
birth certificates
Nexus cards

Please note that the health card cannot be accepted at this time.

Simple Estate Service

Get Started with our Simple Estate Service

About You and Your Spouse

About Your Estate

About Your Executors

EXECUTORS

About Your Beneficiaries

BENEFICIARIES

Other General Provisions (about your Beneficiaries)

POWER OF ATTORNEYS

Power of Attorney for Property

Power of Attorney for Personal Care

Optional

Supporting Documentation

Acknowledgement and Direction

Let's get to the heart of your deal: