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Couples Package

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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.

Testator's full name: Actions
 
There are no records entered.

Maximum number of records entered reached.

Click the "Add Testator" button to duplicate this section
Do either one of you have children or dependents?*
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
 
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?*
(*Examples of assets: houses or cottages, bank accounts, investments, vehicles and vessels, business interests, insurance, etc.)

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.

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).

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)
 
*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)
 

Other General Provisions (about your Beneficiaries)

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

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

Power of 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:
 
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:
 

Optional

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.

Acknowledgement and Direction

Consent*

WE HEREBY INSTRUCT THE SOLICITORS OF GUERTIN POIRIER AVOCATES/LAWYERS TO PREPARE WILLS, POWERS OF ATTORNEY FOR PROPERTY AND/OR POWERS OF ATTORNEY FOR PERSONAL CARE UPON THE TERMS CONTAINED IN THE QUESTIONNAIRE PREVIOUSLY SUBMITTED.


WE ACKNOWLEDGE THAT WE HAVE READ AND UNDERSTAND THE POWER OF ATTORNEY KIT PROVIDED FREE OF CHARGE BY THE GOVERNMENT OF ONTARIO (1994).


WE UNDERSTAND THAT THESE DOCUMENTS MAY NOT BE APPROPRIATE FOR EVERYONE AND IN ALL CIRCUMSTANCES. WE ALSO UNDERSTAND THAT COMPLETE LEGAL ADVICE CANNOT BE GIVEN WITHOUT COMPLETE DISCLOSURE OF ALL OUR PERSONAL AND FINANCIAL AFFAIRS. WE DO NOT WISH TO MAKE SUCH DISCLOSURE AT THIS TIME. WE HAVE BEEN ADVISED TO CUSTOMIZE OUR WILLS AND POWERS OF ATTORNEY WHERE APPROPRIATE AND FULLY UNDERSTAND OUR OPTIONS. WE ARE SATISFIED THAT THESE INSTRUCTIONS SATISFY OUR CURRENT NEEDS.


BY CLICKING ON THE ACKNOWLEDGMENT AND DIRECTION BUTTON BELOW, WE CONFIRM THAT WE HAVE READ AND UNDERSTOOD THIS SECTION.

Let's get to the heart of your deal:

(613) 744-4488

opendoor@guertinpoirierlaw.ca

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203-16 Beechwood Ave.
Ottawa, ON K1L 8L9
Phone: (613) 744-4488
Fax: (613) 744-3173
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