Individual 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

Please note: this form is designed for an individual who wishes to obtain a single Will and Power of Attorneys. If you are a couple wishing to create wills together, please complete our "Couples Package".

Testator(s)

Testator's Full Name: Actions

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Maximum number of records entered reached.

(A "testator" refers to the person making the will. Please provide your full legal name exactly as it should appear on all of your documents).

Testator's Full Name:	Actions

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Do you have an existing will?*

If you have an existing will, do you wish to revoke that will?*

Do you have children or dependents?*

Please provide the full name and date of birth of each child/dependent:*
Full name:
Date of birth (day/month/year):

About Your Estate
Do you own assets* in Ontario?*
*Examples of assets: houses or cottages, bank accounts, investments, vehicles and vessels, business interest, etc.
Are all of your assets located within Ontario?*
You may provide more details about your assets here:

About Your Executor
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 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.

Who do you wish to appoint as your PRIMARY executor(s)?*
Name:
Address:
Relationship to you:

Should your primary executor be unable or unwilling to act, who do you wish to appoint as ALTERNATE executor(s)?*
Name:
Address:
Relationship to 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.

You should consider naming primary and alternate beneficiaries.

Who do you wish to name as the PRIMARY beneficiaries of your estate?*
If you have selected "other", please provide the name, date of birth, address and relationship to you:*
Name:
Date of Birth:
City and Province of residency:
Relationship to you:

You may provide more details about your PRIMARY beneficiaries here:
Who would you like to name as the ALTERNATE beneficiaries of your estate?*
Name:
Date of Birth:
City and Province of residency:
Relationship to you:

You may provide more details about your ALTERNATE beneficiaries here:
Other General Provisions (about your beneficiaries)
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.)
According to Ontario laws, a spouse may be entitled to share in a beneficiary’s inheritance in certain circumstances unless the person making the Will specifically excludes spousal rights in said Will. 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.

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 a family member, a friend, or a professional. 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 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(s) for Property? You can name more than one person:
Name:
Address:
Relationship to you:

If you have named more than one person as your PRIMARY Attorneys for Property, would you like them to have the authority to act independently from each other?
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?
Name:
Address:
Relationship to you:

If you have named more than one person as your SUBSTITUTE Attorneys for Property, would you like them to have the authority to act independently from each other?
A Power of Attorney 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 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(s) for Personal Care? You can name more than one person:
Name:
Address:
Relationship to you:

If you have named more than one person as your PRIMARY Attorneys for Personal Care, would you like them to have the authority to act independently from each other?
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?
Name:
Address:
Relationship to you:

If you have named more than one person as your SUBSTITUTE Attorneys for Personal Care, would you like them to have the authority to act independently from each other?

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.

Acknowledgement and Direction
Consent*
I agree
WE HEREBY INSTRUCT THE SOLICITORS OF GUERTIN POIRIER AVOCATES/LAWYERS TO PREPARE WILLS, POWERS OF ATTORNEY FOR PROPERTY AND 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.

Simple Estate Service

Get Started with our Simple Estate Service

About You

About Your Estate

About Your Executor

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: